Trump's Tariffs, Market Crash, Zachary Perret, Scott Wu, Sam D'Amico, Peter Goldsborough, Nathan Mintz, Michael Laframboise, Fil Aronshtein, Chris Power, Brandon Tseng, Akhil Iyer

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Apr 3, 2025

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In this lively discussion, Chris Power, CEO of Hadrian, and Akhil Iyer, Partner at Founders Fund, unpack the effects of Trump's tariffs on the stock market and American manufacturing. They explore economic fluctuations and investor sentiments towards re-industrialization. Fil Aronshtein shares insights on automation in manufacturing, while Zachary Perret sheds light on fintech's potential resurgence. The conversation takes a twist with Nathan Mintz discussing innovations in electronic warfare and Brandon Tseng on AI in defense, rounding out a fascinating look at technology's role in today’s economy.

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INSIGHT

Tariffs Level Playing Field

Tariffs level the playing field against subsidized foreign manufacturing.
This forces reshoring, boosting US manufacturing jobs and skills.

INSIGHT

Southeast Asia as Front

Southeast Asian manufacturing often acts as a front for Chinese goods.
Tariffs target this disguised volume to encourage true US production.

INSIGHT

Short-Term Pain, Long-Term Gain

Short-term pain from tariffs is like the initial discomfort of going to the gym.
Long-term, it leads to a stronger economy and better GDP.

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