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The Interview #122 | Andrew Horowitz - The Trump Effect
Manage episode 482954458 series 3075735
Craig Weinberg sits down with financial expert Andrew Horowitz to break down the real-world impact of Trump’s tariff timeline and economic strategy.
In this episode, Andrew explains how flawed assumptions behind the so-called “reciprocal tariffs” led to market disruptions and economic uncertainty. He dives into how tariffs are actually applied at U.S. ports, and why companies like Walmart either absorb or pass those costs to consumers.
They also examine the deeper economic implications—like rising national debt, questionable trade policy goals, and the myth of restoring U.S. manufacturing dominance. Andrew draws sharp parallels to past policy blunders and highlights why long-term investment strategy—not reactionary economics—is key to building wealth in an uncertain world.
From inflation in Uganda to diamonds vs. beach pebbles, it’s a wide-ranging, no-nonsense conversation on trade, taxes, and truth in investing. Let’s get into it.
Support this show at theinterviewpodcast.org
122 episodes
Manage episode 482954458 series 3075735
Craig Weinberg sits down with financial expert Andrew Horowitz to break down the real-world impact of Trump’s tariff timeline and economic strategy.
In this episode, Andrew explains how flawed assumptions behind the so-called “reciprocal tariffs” led to market disruptions and economic uncertainty. He dives into how tariffs are actually applied at U.S. ports, and why companies like Walmart either absorb or pass those costs to consumers.
They also examine the deeper economic implications—like rising national debt, questionable trade policy goals, and the myth of restoring U.S. manufacturing dominance. Andrew draws sharp parallels to past policy blunders and highlights why long-term investment strategy—not reactionary economics—is key to building wealth in an uncertain world.
From inflation in Uganda to diamonds vs. beach pebbles, it’s a wide-ranging, no-nonsense conversation on trade, taxes, and truth in investing. Let’s get into it.
Support this show at theinterviewpodcast.org
122 episodes
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