• Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

  • Nov 13 2024
  • Length: 1 hr and 8 mins
  • Podcast

Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran

  • Summary

  • In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dollar, and much more. Enjoy! __ Follow Stephan Miran: https://x.com/SteveMiran Stephan’s New Paper: https://www.hudsonbaycapital.com/our_research Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken — Timestamps: (00:00) Introduction (01:27) Stephen's Background (02:34) Context Behind The Paper (04:51) Economic Imbalances In Global Trade (09:15) Consequences Of Having The Reserve Currency (11:26) Consequences Of US Share Of Global GDP Declining (14:21) Financial Extraterritoriality & Tariffs (17:28) Economics Of Tariffs (25:37) Currency Offsetting (32:25) Ads (33:58) Trump's Economic Policies (45:46) Varied Application Of Tariffs (49:18) Dollar Devaluation (55:35) The Role Of The Fed & Treasury (01:01:46) The Big Picture (01:03:43) Trump's Impact On Markets (01:06:43) Closing Remarks __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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