Odd Lots Viktor Shvets on Trump's Historical, Revolutionary Moves
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Apr 9, 2025 
Viktor Shvets, head of global desk strategy at Macquarie Capital, shares his insights on the crossroads of U.S. history as the neoliberal consensus fades. He dissects the controversial Trump tariffs, revealing their impact on small businesses and the broader market. Shvets discusses the revolutionary shifts in American governance, comparing them to historical figures like Andrew Jackson and FDR. He also examines the evolving notion of American exceptionalism and the geopolitical ramifications for both the U.S. and smaller nations in trade negotiations.
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Trump's Revolutionary Goal
- The Trump administration's trade policies aim to reshape America and the global landscape.
- This represents a revolutionary movement rather than a temporary adjustment.
Unclear Funding for Manufacturing Boost
- The Trump administration's plan to boost US manufacturing requires significant funding.
- The source of this funding remains unclear, posing a challenge to their strategy.
US: A Nation of Norms
- The US, as a nation of norms, not rules, is susceptible to leaders who challenge established practices.
- This has happened throughout history, with figures like Andrew Jackson and FDR.