cover of episode EMERGENCY POD: Are We Cooked?

EMERGENCY POD: Are We Cooked?

2025/4/7
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ChinaTalk

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Kevin Xu
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Matt Klein
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Peter Harrell
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Peter Harrell: 我认为美国目前还没有‘完蛋’,美国拥有巨大的潜在结构性优势,例如创业文化、重视教育和勤劳的劳动力,让我对美国的未来感到乐观。然而,当前混乱的贸易政策等可能会对这些优势造成损害。我认为许多现行贸易政策实际上是非法的,并且可能会受到法院的限制。虽然这可能会对美国的联盟结构造成一些持久性损害,但我认为我们的核心盟友不会完全转向中国。 Kevin Xu: 美国现在还没‘完蛋’,但正在‘走向完蛋’。我们需要认真思考可能导致‘完蛋’的失败,并避免这些失败。美国制度的任意性正在增加,这削弱了其持久优势。缺乏正当程序正在影响政府决策和普通民众的生活。 Matt Klein: 美国虽然还没有‘完蛋’,但正在‘走向完蛋’。现政府的政策似乎正在削弱美国的优势,例如混乱的关税政策。这不仅会对经济造成损害,还会对美国的国际关系和联盟结构造成损害。美元贬值也与预期相反,这表明美国的贸易壁垒的吸引力被其他因素抵消,例如政策的不确定性。

Deep Dive

Chapters
The podcast opens with a discussion on America's current state, with initial opinions ranging from cautious optimism to increasing concern. Experts weigh in on economic strengths and weaknesses, highlighting the impacts of recent tariff policies and questioning the administration's approach.
  • Initial assessments of America's economic and political state vary from optimistic to concerned.
  • Concerns raised about the administration's approach to trade policy and its potential consequences.
  • Emphasis on the importance of imagining potential failures to avoid them.

Shownotes Transcript

Kevin Xu of https://interconnect.substack.com/, Matt Klein of https://theovershoot.co/, and Peter Harrell, Biden's U.S. White House as senior director for international economics in 2021-2022 and host of the new https://podcasts.apple.com/us/podcast/security-economics/id1794022711 podcast join the show to discuss whether America's cooked.

Outtro Music: Madeleine Chartrand - Tout Doucement, 1975 https://www.youtube.com/watch?v=e856a_xZ1TI&ab_channel=Vinyle33-45RPM

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