Bloomberg Intelligence
Trump Widens Trade Fight, Meta Robot Investment
Feb 14, 2025
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, shares her insights on the evolving landscape of commercial real estate amid e-commerce growth and demographic changes. She highlights lucrative investment opportunities in industrial warehouses and senior living spaces while addressing challenges for lower-quality properties. The podcast also delves into Donald Trump’s expanding trade policies and Meta's ambitious plans for humanoid robots, showcasing the intersection of technology and global commerce.
26:01
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Trump's expanding trade policies introduce complexities for U.S. businesses, focusing on tariffs and global tax implications affecting competitive dynamics.
- The commercial real estate market is experiencing a shift towards sectors that align with evolving consumer needs, offering cautious optimism amid changing conditions.
Deep dives
Impact of Global Trade Policies
Recent updates highlight the widening trade policies implemented by President Trump, particularly through the introduction of reciprocal tariffs on countries with which the U.S. has a significant trade deficit. This approach marks a departure from traditional U.S. trade practices by considering not only tariffs but also taxes and non-tariff barriers involved in global trade. The European Union’s value-added tax (VAT) system is a primary target, as U.S. exporters encounter additional costs due to these tax structures when selling to EU countries. This analysis reveals that understanding these tax implications is essential for U.S. businesses as new tariffs may reshape competitive dynamics in the global marketplace.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
