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, former senior director at the National Security Council, provides keen insights into President Trump's fiery U.N. speech criticizing its effectiveness in global conflict resolution. He discusses the implications of Trump's stance on NATO and Russia, and how European nations respond to energy sanctions and military support for Ukraine. Allen also explores the intertwining of immigration issues with rising populism in Europe, highlighting the political challenges that stem from economic crises.

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.