

Tariffs muddy the future of the global oil market
31 snips Aug 11, 2025
The podcast tackles the complex effects of tariffs on the U.S. economy and global oil demand. It highlights the unpredictable nature of trade policies, especially under the Trump administration, affecting semiconductor prices and electronics. Listeners learn about the surprising drops in certain consumer prices amid overall inflation. The discussion also delves into the challenges faced by first-time homebuyers and introduces an engaging approach to teaching kids about financial literacy.
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Chip Sales Quid Pro Quo
- The Trump administration extracted a cut of chip export revenues to allow sales to China.
- David Gurra called the deal unprecedented and a departure from traditional Republican laissez-faire norms.
Unpredictable Government Intervention
- Kai Ryssdal warns the administration's interventions are now ad-hoc and unpredictable compared with congressional processes.
- That unpredictability complicates corporate planning and investment decisions.
President Engages Directly With CEOs
- David Gurra notes President Trump directly pressures and praises CEOs to shape corporate behavior.
- Executives must now navigate presidential influence alongside normal regulatory and market forces.