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cover of episode The Tariff Two-Step: Bessent on a Trade War 4/8/25

The Tariff Two-Step: Bessent on a Trade War 4/8/25

2025/4/8
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Rand Paul
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Scott Bessent
特朗普提名的财政部长候选人，曾任乔治·索罗斯对冲基金高级管理人，推崇减少预算赤字、放松监管和增加能源生产的经济政策。
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Scott Bessent: 我认为市场近期反弹与我周末对总统的建议有关，总统采纳了我的建议，决定与多个国家进行贸易谈判。这些谈判是由于大量国家主动联系白宫寻求谈判而产生的，并非市场行为导致的。我建议贸易伙伴不要恐慌，不要升级冲突，之后总统决定开始谈判。所有因素都在谈判桌上，包括关税、非关税壁垒、货币操纵和补贴。提高关税的最终目标是将就业岗位带回美国，但与此同时，我们将收取巨额关税。我认为一些贸易逆差很大的国家会很快采取行动，如果他们拿出切实的方案，我们可以达成一些不错的协议。我认为总统现在拥有最大的谈判筹码，任何人都认为情况并非如此都是错误的。我认为中国的升级是一个很大的错误，因为他们用的是一对二。我认为总统将关税减半是为了表明我们的意愿，而不是为了制造虚假谈判立场。我对共和党在税收法案上的团结印象深刻，该法案正在迅速推进。 Rand Paul: 贸易总是互利的，认为贸易中一定有人输是错误的。关税就像制裁一样，只有在威胁时才有价值，一旦实施就会损害经济。中产阶级受损是因为过度消费、债务和通货膨胀，而不是自由贸易。我支持特朗普总统，但我反对关税，因为我认为关税是错误的，会损害我们的财富。贸易战是基于情绪而非事实，最明智的做法是保持关税低，让美国自己解决问题。我希望2017年的减税政策能够保持不变甚至降低，我反对提高最高税率。

Deep Dive

Chapters
This chapter analyzes the ongoing trade war between the US and China, examining whether the tariffs imposed are a genuine negotiation tactic or simply a reflection of market anxieties. It also discusses various perspectives on the issue, including those of Peter Navarro and Treasury Secretary Scott Bessent.
  • Tariffs as an opening bid in negotiations.
  • Different camps on tariff strategy: negotiation vs. permanence.
  • China's strong response to US tariff threats.
  • Uncertainty about President Trump's stance on tariffs.
  • Apple's response to tariffs by considering shifting iPhone production from China to India.

Shownotes Transcript

Treasury Secretary Scott Bessent calls China’s tariff escalation a “big mistake,”) adding that he expects the U.S. to be able to reach deals with its trading partners. On the other hand, Kentucky Senator Rand Paul says while he supports President Donald Trump, he does not support tariffs, emphasizing that every trade relationship is mutually beneficial. Plus, Apple is reportedly planning to source more iPhones from India after Trump’s China tariffs, and Shopify CEO Tobi Lutke told employees) that they’ll have to show their jobs can’t be done by artificial intelligence before asking for more headcount and resources. 

 

Sec. Scott Bessent - 16:39Sen. Rand Paul - 34:52

 

In this episode: 

Scott Bessent, @SecScottBessent)

Rand Paul, @SenRandPaul)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Cameron Costa, @cameroncostany)