Michael Froman

Michael Froman, the President of the Council on Foreign Relations and former U.S. Trade Representative, discusses the fallout from 'Liberation Day' and its impact on Silicon Valley. He explores the uncertainties tariffs introduce for tech investments and supply chains. Froman highlights the ongoing U.S.-China negotiations, particularly concerning TikTok, and the potential regulatory challenges from the EU and China. His insights shed light on how protectionism might reshape American innovation and competitiveness in a rapidly evolving global market.

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.

Former US trade representative Michael Froman discusses the US imposing tariffs on Chinese green tech goods. They explore the implications of protectionism and the US-China economic rivalry. The conversation delves into national security concerns in the electric vehicles market and the potential shifts in American foreign policy post-US election.