Michael Allen

In this discussion, Michael Allen, co-founder of Beacon Global Strategies and former White House adviser, shares his expertise on U.S. trade policy. He delves into the impact of tariffs on private equity and outlines strategies for businesses to navigate supply chain disruptions. Michael highlights the significance of bilateral negotiations and the challenges posed by geopolitical tensions, particularly with China. The conversation also emphasizes the need for companies to leverage domestic opportunities and adapt pricing strategies amidst an evolving global trade landscape.

Michael Allen, Managing Director at Beacon Global Strategies and former special assistant to George W. Bush, dives deep into the intricacies of Trump's tariff proposals. He discusses potential exemptions for automakers grappling with production shifts, and addresses the broader implications for tech companies like Apple and NVIDIA. Allen also highlights the political fallout from these tariffs on public opinion, contrasting the reactions of Republican lawmakers and Democratic leaders. Additionally, he examines the geopolitics of oil demand and the ongoing complexities of the Ukraine conflict.