Big Technology Podcast A Week of Trade War Chaos & What's Next For Tech
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Apr 11, 2025 
Ranjan Roy, a writer at Margins who witnessed the 2008 financial crisis firsthand, dives into the current turmoil in tech and trade. He discusses how the latest trade wars are impacting major corporations like Apple and Amazon, particularly their reliance on Chinese manufacturing. Ranjan also highlights the unexpected dynamics in the bond and stock markets, the potential decline of U.S. global trade influence, and why understanding bond traders is crucial in today's market landscape.
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2008 Vibes
- Ranjan Roy recalls working on a trading floor during the 2008 financial crisis.
- This week's market volatility brought back similar feelings of uncertainty.
Something's Broken
- While the current situation doesn't pose the same systemic risk as 2008, something feels broken.
- The interaction between different asset classes is off.
Bonds and Stocks Diverge
- Stock prices and bond yields are moving in the opposite direction.
- This suggests that U.S. Treasuries may no longer be a safe haven.