Shannon O'Neil

In this discussion, Lizanne Saunders dives into investor behavior and market transitions for 2026. Ricardo Hausmann emphasizes that Venezuela's oil recovery hinges on democratic legitimacy, warning against coercive U.S. measures. Shannon O'Neil addresses the challenges faced by the Venezuelan opposition and the potential for instability under military control. Troy Gajewski highlights the advantages of middle-market private equity as a growth opportunity beyond mega-cap tech, while Lisa Mateo shares intriguing cultural headlines, including the rise of AI deepfakes.

Brian Belsky, CEO and CIO at Humilis Investment Strategies, shares insights on the resilience of the US secular bull market and the potential impact of economic data on yields. Holger Schmieding, Chief Economist at Berenberg, discusses the Eurozone's stability and inflation outlook, highlighting a shift from globalization to regional trade. Shannon O'Neil from the Council on Foreign Relations talks about the complexities of US supply chains and the geopolitical implications of shifting economic policies. Engaging perspectives abound on thriving amidst challenges!

Shannon O'Neil, a leading expert on tariffs and globalization at the Council on Foreign Relations, dives deep into the world of tariffs. She explains how tariffs function and their historical contexts in U.S. trade policy. O'Neil discusses the diplomatic implications of tariffs as political tools, rather than just economic measures. She also reveals the potential impacts of proposed tariffs, particularly on lower-income families, and their broader consequences on international relations and consumer prices. A must-listen for anyone curious about economics!

Shannon K. O’Neil, a leading authority on global trade at the Council on Foreign Relations, joins to discuss the evolving landscape of U.S. trade policies. She examines the decline of the Washington Consensus, contrasting its historical role in promoting unity with the current trend towards protectionism. The conversation dives into the impact of tariffs under the Trump administration, highlighting their role in both international relations and American business uncertainty. O’Neil emphasizes the need for a renewed trade strategy to adapt to ongoing global challenges.

Preet speaks with Shannon K. O’Neil, the Vice President and Senior Fellow of the Council on Foreign Relations, about the latest in Mexican politics — the controversial electoral reform legislation, the recent kidnappings of Americans, and the long-standing war with the drug cartels. Stay Tuned in Brief is presented by CAFE and the Vox Media Podcast Network. Please write to us with your thoughts and questions at letters@cafe.com, or leave a voicemail at 669-247-7338.References & Supplemental Materials:“Mexico’s Senate approves controversial electoral reform,” Associated Press, 2/22/23“Two dead, two alive after Americans kidnapped in Mexico,” BBC, 3/8/23O’Neil’s book, “The Globalization Myth: Why Regions Matter,” CFRFor analysis of recent legal news, try the CAFE Insider membership for just $1 for one month: cafe.com/insider. Check out other CAFE shows Now & Then and Up Against the Mob.  Learn more about your ad choices. Visit podcastchoices.com/adchoices