How Auto Tariffs May Impact the U.S. Economy

The transcript discusses potential trade scenarios, focusing on the likelihood of a 1930s-style trade war and its implications. It examines the impact of auto tariffs on the US economy, highlighting job dependencies and trade deficits. The discussion extends to US-China economic dependencies, analyzing supply chain impacts and international trade. The transcript concludes with an exploration of the broader economic impacts of tariffs, including investment risks and country risk considerations.

In what ways could tariffs impact consumer prices in the US?

What are the long-term implications of reduced capital expenditures (CapEx) due to trade tensions?