🔥 Is America's Trade War Destroying Its Economy? The Tough Truth 🇺🇸⚔️ | Ambassador Demetrios Marantis (USTR, Visa, Square)

Ambassador Demetrios Marantis, former Deputy U.S. Trade Representative, breaks down Canada’s retaliation playbook and reveals urgent survival tactics for companies with exposure to Canada, Mexico, and China.

Will automotive, agriculture, or tech be hit hardest? What hidden tax shifts—like a backdoor Value Added Tax—should U.S. businesses be worried about? And how does China’s quiet strategic response fit into this global economic standoff?

In this episode:

🇨🇦 Canada Retaliation Playbook: See which U.S. industries face new tariffs—and what Canadian officials are planning next.

🏭 Supply Chain Crisis: Why companies dependent on Canada and Mexico must act now to avoid disaster.

🇨🇳 China’s Trade Strategy: How Beijing is rewiring supply chains to outmaneuver U.S. policy.

💰 VAT via Trade Policy?: Discover if the administration is using tariffs to introduce a Value Added Tax.

🌏 TSMC & Panama Canal Shifts: BlackRock’s major investment moves and what they signal about the future of global trade.

• Follow Ambassador Marantis: https://www.linkedin.com/in/demetrios-marantis-2705aa6/details/experience/

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Highlights:

00:00 Introduction and Guest Welcome

00:19 Current State of Trade Wars

01:39 Tariffs and Trade Policy Strategy

05:19 Impact on Businesses and Consumers

08:18 Geopolitical Implications

18:39 China's Strategic Response

23:53 US-Russia Relations and Global Security

29:09 Future of Global Trade and Policy

32:15 Investment and Digital Trade Memos

38:15 Business Strategy and Risk Management

42:18 Opportunities Amidst Trade Challenges

44:42 Conclusion and Farewell

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Referenced:

• Canada takes threats very seriously: https://www.bbc.com/news/articles/cvg198xxy1xo

• USTR 2025 trade agenda memo: https://ustr.gov/sites/default/files/files/reports/2025/President%20Trump's%202025%20Trade%20Policy%20Agenda.pdf

• Canada announces response to tariffs: https://www.canada.ca/en/department-finance/news/2025/03/canada-announces-robust-tariff-package-in-response-to-unjustified-us-tariffs.html

• Swift retaliation from Canada, Mexico, China: https://apnews.com/article/trump-tariffs-canada-mexico-china-643086a6dc7ff716d876b3c83e3255b0

• Blackrock buys stake in Panama Canal port: https://www.reuters.com/markets/asia/ck-hutchison-shares-jump-22-after-panama-canal-stake-sale-blackrock-2025-03-05/

• TSMC $100B investment in the U.S.: https://www.cfr.org/blog/unpacking-tsmcs-100-billion-investment-united-states

• U.S. lifting Russian sanctions: https://cepa.org/article/putin-prepares-sanctions-lifting-wish-list/

• Is the administration trying to implement a Value Added Tax (VAT) through trade policy? https://taxpolicycenter.org/briefing-book/value-added-tax-vat

• World Trade Organization (WTO): https://www.wto.org/

• WTO overview: https://www.congress.gov/crs-product/R45417?q=%7B%22search%22%3A%22wto%22%7D&s=1&r=1

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