The Jacob Shapiro Podcast Four More Years: Trump 2.0 and What Comes Next
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Nov 7, 2024 Marko Papich, a contributor to BCA Research known for his insights on global markets and geopolitics, joins the discussion on Trump's potential second term. They analyze how the election's outcome could reshape the U.S. economy and international relationships. Topics include Trump's domestic agenda, evolving U.S.-China relations, and the geopolitical ramifications of ongoing conflicts in Ukraine and the Middle East. The conversation also touches on political realignment and the impact of party affiliation in shaping American identity.
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Populism's Rise
- Populism has consistently won in America for the past 20 years.
- It's driven by long-term inflation and income inequality, not just recent economic trends.
Tariff Threat to Mexico
- The day before the election, Trump threatened Mexico with escalating tariffs if they didn't control the border.
- He proposed 25% tariffs, increasing to 50%, 75%, and then 100%.
Divided Government
- Trump might prefer Democrats to keep the House, allowing him to blame them for obstructing his agenda.
- This contrasts with having full control and responsibility for governing.