The Peter Zeihan Podcast Series Getting Ready for Trump's Tariffs || Peter Zeihan
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Mar 31, 2025 The podcast dives into the potential chaos that Trump's new tariffs could unleash on trade with Canada and Mexico. It highlights looming risks to manufacturing, warning of possible price hikes and shutdowns. The discussion shifts to how these tariffs might impact agricultural prices and consumer spending, particularly affecting lower-income households. Finally, there's a call to bolster U.S. industrial capacity to navigate the uneven global implications and prepare for shifting geopolitical dynamics.
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Recession Imminent Due to Tariffs
- The US economy, previously robust with strong consumer spending and industrial construction, is now facing a potential recession.
- This downturn is primarily attributed to the on-and-off tariff policies, especially those targeting North American neighbors.
Tariffs Disrupting North American Trade
- Trump's tariff policy, with 71 instances since his presidency, disincentivizes North American investment.
- These tariffs disrupt the integrated North American manufacturing, especially intermediate goods trade, impacting sectors like aerospace and automotive.
Tariffs to Impact Manufacturing and Aerospace
- A 25% tariff on Canadian-Mexican exports, hitting April 2nd, threatens US manufacturing states.
- This will increase vehicle prices and make Boeing jets more expensive than Airbus, causing shutdowns and adjustments.