The Acquirers Podcast Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
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Apr 28, 2025 Bill Brewster, a savvy value investor and finance writer, joins the discussion to unpack the current market turmoil influenced by tariffs and China. They dive into the tech competition between the U.S. and China, touching on intellectual property concerns and the future of innovation. Brewster critiques modern monetary theory, emphasizing its impact on economic policy. The conversation also explores how tariffs affect consumer behavior and corporate strategies, all while grappling with the broader implications for the global economy.
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US Leads Hard Tech, China Consumer Tech
- The US leads in hard tech like AI while China leads in consumer tech with cheaper, better products.
- This gap challenges traditional views on technological competition between the two nations.
Hong Kong's Vibrant Consumption
- Bill Brewster's wife observed that Hong Kong's malls were bigger and busier than 14 years ago.
- She was surprised by the vibrant consumption despite narratives of an economy not centered on consumers.
Security Financing via US Bonds
- Countries pay the US for security by buying US bonds, accepting below-market interest rates.
- This ensures security funding but may cause friction due to implied financial control.
