Brad Setser, a senior fellow at the Council on Foreign Relations and former trade advisor in the Biden administration, shares insights on the evolving landscape of global trade. He discusses the ongoing U.S.-China trade imbalance and the surprisingly persistent current account deficit despite predictions of deglobalization. Setser dives into the rise of Chinese electric vehicles and their impact on the market, as well as the complexities of sanctions and energy security in Europe. His analysis uncovers the intricate connections that define our current economic climate.

Economic expert Brad Setser from CFR discusses Biden's new tariffs, exploring the impact on Chinese EV development, implications on batteries and legacy chips, China's financial reserves, and the national security significance of US electric vehicle production. The podcast also includes a light-hearted banter about pandas and diplomacy at the San Diego Zoo.

Brad Setser, a senior fellow at the Council on Foreign Relations and trade expert, breaks down Trump’s sweeping tariffs and their historical impact on U.S. trade policy. He highlights how the tariffs aim to tackle border security but may worsen the illegal drug trade. Setser explains the complexities of trade relations with China, Mexico, and Canada, and the adverse effects on American manufacturing and jobs. The conversation reveals the challenges of using tariffs as a foreign policy tool and questions their overall effectiveness in restoring U.S. industries.

Skanda Amarnath leads Employ America, offering insights on the economic landscape, while Neil Dutta from Renaissance Macro dives into market behaviors. Prediction markets expert Zvi Mowshowitz discusses electoral forecasts and volatility. Brad Setser from the Council on Foreign Relations shares thoughts on 'unhealthy globalization' and its implications for the next president. The conversation is rich with lively banter on U.S.-China relations, market dynamics, and the intersection of policy uncertainty and investment strategies as the nation braces for election results.

Brad Setser, Whitney Shepardson Senior Fellow at the Council on Foreign Relations, discusses the new geopolitics of global finance and China's economy. They explore economic policy transformations, China's high savings rate, German economy, dollar assets, and efforts to de-risk supply chains. Also, they delve into stimulating the semiconductor industry and China's dominance in electric vehicles.

Brad Setser, a senior fellow at the Council on Foreign Relations, dives into the intriguing dynamics of currency markets and global trade. He discusses the falling Japanese yen and the factors behind its weakness, including interest rates and economic policies. Setser also explores how a weakening yuan is boosting China's exports, hinting at a potential new "China Shock." Additionally, he examines the significance of China's excavator exports as a reflection of its economic health and the complexities of U.S.-China financial interdependence.

Brad Setser, a senior fellow at the Council on Foreign Relations, shares his deep insights into global trade and capital flows. He discusses the intricacies of Japan's yen carry trade and fiscal dynamics, highlighting the effectiveness of currency interventions. The conversation shifts to China's economic data and evolving trade patterns, dissecting the impact of U.S. policy on Chinese investments. Setser also examines U.S.-Mexico trade relations amid political changes and reveals how multinational corporations exploit low-tax jurisdictions for profit offshoring.

Brad Setser, CFR fellow, discusses China's export surge's impact with James M. Lindsay. They explore US job losses, China's industrial policies, Xi's economic philosophy, global trade dynamics, and policy coordination challenges among major players.

In this discussion, Brad Setser, a senior fellow at the Council on Foreign Relations, dives into Argentina's complex economic challenges following Javier Milei's election. He highlights the radical proposals, such as dollarization and abolishing the central bank, questioning their feasibility. Setser reflects on Argentina's history of defaults and reliance on international funding, analyzing the implications of aggressive fiscal strategies. The conversation also touches on past dollarization efforts in other countries, providing valuable insights into potential pathways for the nation.

Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.