Daniel Davis Deep Dive TRUMP ADMITS 100% Tariffs on China NOT SUSTAINABLE /Lt Col Daniel Davis & Lyle Goldstein
Oct 17, 2025
Featuring Lyle Goldstein, a seasoned expert on U.S.-China relations, the discussion dives into the sustainability of Trump's proposed tariffs and the origins of the trade war. Goldstein explains the complexities of economic interdependence and the strategic implications of China's rare earth export controls. He also assesses Taiwan's defense strategies and the influence of morale on both China and Russia. Their conversation highlights potential pathways to de-escalate tensions and the challenges of reforming Taiwan's military.
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100% Tariff Admission Signals Limits
- Trump admitted a 100% tariff on China is not sustainable and called the total rate excessive.
- Lyle Goldstein sees that admission as candid and part of a risky bargaining escalation.
Interdependence Is Strategic, Not Just Economic
- The U.S. and China are deeply economically interdependent and pulling apart harms both sides.
- Goldstein argues interdependence is normal between major powers and can be stabilizing for security.
Rare Earth Curbs Are Strategic Escalation
- China’s rare earth export curbs are a large-scale strategic move that targets global supply chains.
- Goldstein sees the measures as planned and impactful for tech and defense industries worldwide.