Bloomberg Intelligence Trump Widens Trade Fight, Meta Robot Investment
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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.
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Trump's Broadened Trade Fight
- Trump's trade fight now includes global taxes and regulations, targeting countries with large trade deficits with the US.
- This marks a departure from past US trade policy by considering taxes and non-tariff barriers like regulations.
VAT Dispute
- The Trump administration targets the EU's value-added tax (VAT), claiming it disadvantages US exporters.
- However, tax experts argue this misinterprets VAT's function, which applies to all goods sold in the EU, not just imports.
Meta's Robot Venture
- Meta Platforms is developing AI-powered humanoid robots, following a trend also pursued by Apple, Nvidia, and Tesla.
- Nvidia's release of a new chip and large language model for humanoid robots suggests a growing interest in this form factor.