Squawk Pod Gary Cohn & the Acquired Podcast Interview 7/16/25
Jul 16, 2025
Gary Cohn, Vice Chairman at IBM and former Director of the National Economic Council, shares his insights on U.S. inflation and monetary policy. He advocates for a slight interest rate cut, discussing its potential impacts. The conversation also covers the evolving media landscape and the success of Acquired, which offers deep dives into major companies. Cohn emphasizes the importance of reshoring supply chains and highlights challenges posed by inflation and tariffs. His expertise bridges economic policy with future growth strategies.
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Tariffs Hurt Consumers Most
- Tariffs collect $30-40 billion monthly but raise consumer costs.
- These costs act as a regressive tax impacting hardworking individuals' buying power.
Plan Factory Costs Carefully
- Factor long-term cost uncertainties in deciding to build factories amid tariffs and supply chain shifts.
- Evaluate labor and raw material costs, especially when key inputs may double in price over project timelines.
Tax Stability Spurs Investment
- Clarity on income tax policies reduces uncertainty and encourages spending and investment.
- Stable tax environments support business incentives for manufacturing and research in the U.S.