The Logan Bartlett Show

EP 138: Derek Thompson (Writer, The Atlantic) and Zach Weinberg (Co-founder & CEO, Curie.Bio) Discuss the Tariff Withdrawal and America’s Future

Apr 11, 2025

Zach Weinberg, co-founder and CEO of Curie.Bio, discusses the intersections of biotechnology, housing, and healthcare. Derek Thompson, a writer at The Atlantic, analyzes the unpredictable impacts of Trump’s trade policies on American manufacturing and the economy. They explore the disconnect between Wall Street and Main Street, emphasizing the need for better economic indicators. The conversation also delves into the historical context of housing regulations and their effect on affordability, highlighting the critical role of government in fostering innovation.

01:15:48

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Episode guests

Derek Thompson

Zach Weinberg

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Trump's unpredictable trade policies create significant uncertainty for manufacturers, severely impacting long-term planning and investment strategies in industries like automotive and aerospace.

The discussion reveals a disconnect between the intentions of Trump's tariffs to boost American manufacturing and the practical challenges businesses face in adapting to chaotic policy shifts.

Rising healthcare and housing costs, which are outpacing income growth, contribute to economic frustrations, emphasizing the need for supply-side solutions to help alleviate financial strain on Americans.

Deep dives

The Chaos of Tariffs and Protectionism

The discussion centers around the unpredictable nature of Trump's trade policies, particularly the chaos surrounding tariffs and protectionism. Trump's approach is described as both audacious and simplistic, leveraging uncertainty to engage with counterparties. However, this unpredictability creates significant challenges for businesses, leading to a climate of hesitation and investment pauses among manufacturers. The risks associated with reshoring supply chains are emphasized, highlighting the negative consequences for industries like automotive manufacturing and steel production as firms grapple with the uncertainty of tariff policies.

Intro

3min

Tariffs, Trade, and Economic Dichotomies

14min

Economic Sentiments and Healthcare Costs

17min

The Evolution of U.S. Housing Regulations

11min

Pro-Growth Democrats and Political Authenticity

16min

Balancing Government and Innovation in Industry

12min

Affordable Housing as a Catalyst for Biotech Growth

3min

In this episode, Derek Thompson (Writer, The Atlantic) delves into the tumultuous nature of Trump’s trade policies, especially regarding tariffs, and how they impact American manufacturing and global markets. They discuss the constant changes in policy, the resulting uncertainty for industries like automotive and aerospace, and the mismatch between Trump’s ‘madman strategy’ and effective industrial policy. The conversation also explores the broader economic consequences, including stock market volatility, housing affordability issues, and the role of government in promoting economic growth and innovation.

(00:00) Intro

(00:20) Trump's Trade Policy and Its Implications

(01:30) The Uncertainty of Tariff Policies

(02:12) Impact on American Manufacturing

(05:15) Stock Market Reactions

(07:00) Debating the Effectiveness of Tariffs

(10:02) Wall Street vs. Main Street

(18:44) Housing and Healthcare Challenges

(34:53) Historical Context of Housing Regulations

(41:48) The Reality of Construction Jobs

(42:35) The American Dream and Housing Costs

(42:57) The 30-Year Mortgage and Its Impact

(43:48) Comparing Home Ownership to Stock Market Investments

(45:14) Political Reception of the Book 'Abundance'

(46:17) Pro-Business Democrats and Government's Role

(48:38) The Need for Aggressive Democratic Leaders

(51:18) The Importance of Economic Growth

(01:01:26) Debating Government's Role in Industrial Policy

(01:03:34) Challenges in the Semiconductor Industry

(01:13:19) The Housing Problem in New York City

(01:15:26) Conclusion and Final Thoughts

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

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The Logan Bartlett Show

EP 138: Derek Thompson (Writer, The Atlantic) and Zach Weinberg (Co-founder & CEO, Curie.Bio) Discuss the Tariff Withdrawal and America’s Future

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Chaos of Tariffs and Protectionism

Economic Implications of Uncertainty

Flawed Logic of Tariff Policies

Wall Street vs. Main Street Dynamics

Healthcare and Housing Affordability Issues

Remember Everything You Learn from Podcasts