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cover of episode Bonus: How Is Trump Changing US Economic Competitiveness?

Bonus: How Is Trump Changing US Economic Competitiveness?

2025/6/8
logo of podcast Voternomics

Voternomics
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Gary Cohn
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Kevin McCarthy
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Peter Orszag
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Gary Cohn: 我认为美国经济具有惊人的韧性，经历了多次危机后总能恢复。我们拥有世界储备货币的地位，并且会保持下去。美国拥有巨大的资本和优秀的投资环境，长期来看，我对美国的发展前景感到非常乐观。 Peter Orszag: 我认为美国在微观层面会更具韧性，例如某些供应链和医药行业会更加安全。然而，在宏观层面，考虑到我们投射海外力量和维持财政轨迹的能力，我们可能会更加脆弱。此外，科技创新比关税更为重要，尤其是在数字支付、人工智能和量子技术领域。 Kevin McCarthy: 我认为特朗普总统与上次有所不同，他有自己的原则。关税是谈判的手段，他不会让美国的货架空空如也。与其他国家达成协议将对美国更有利，尽管短期内会有调整和混乱。此外，我认为应该扩大能源和住房的供应，解决住房问题对提高流动性至关重要。

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The panel discusses the resilience of the US economy under Trump's policies. They debate whether it will be more or less competitive and resilient than before, considering factors like past economic challenges and the global reserve currency status of the US dollar. The discussion touches upon the importance of long-term investments and the impact of technological advancements.
  • US economy's resilience through depressions, recessions, and crises
  • Concerns about micro vs. macro resilience under Trump's policies
  • Importance of rule of law and inclusive policymaking for long-term growth
  • Tech advancements outweighing tariffs in the long run

Shownotes Transcript

What kind of US economy will emerge from the policies of Donald Trump? Will it be more or less competitive and resilient than what the president inherited at the start of the year? 

​Host Stephanie Flanders put that question to an all-star panel at the Milken conference in May. Here's an edited version of the conversation that followed, featuring Gary Cohn, IBM Vice Chairman, former director of the National Economic Council and former chief economic advisor to Trump; Peter Orszag, CEO and Chairman of Lazard and former director of the Office of Management and Budget under President Barack Obama; and Kevin McCarthy, 55th Speaker of the US House of Representatives. 

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