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cover of episode World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

2025/6/11
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Prof G Markets

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E
Ed Elson
与 Scott Galloway 合作主持《No Mercy / No Malice》播客,分析市场和政治事件。
S
Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Topics
Ed Elson: 世界银行预计关税将导致美国经济增长大幅放缓,并对全球经济产生负面影响。我认为这种影响不容忽视,而且特朗普政府可能会像以往一样,对这些数据进行驳斥,否认关税的负面作用。这种否认数据的趋势令人担忧,它让我想起了中国,在那里,批评政府政策的经济学家会受到压制。我认为我们正在走向一个数据不再重要的危险境地。 Scott Galloway: 我认为经济增长至关重要,尤其是在考虑到我们的债务问题时。关税政策不仅损害了美国自身,也损害了全球经济,这是一种愚蠢的行为。我认为美国的经济政策正在走向自我毁灭,并拖累其贸易伙伴。我认为特朗普政府的关税政策就像一种经济恐怖主义,威胁要摧毁自己以迫使他人让步,但这种策略并不会奏效。

Deep Dive

Chapters
The World Bank drastically reduced its projection for US economic growth in 2025, citing tariffs as a major factor. This has significant implications for the national debt and global economic stability, potentially leading to a slower economic doubling time and increased debt-to-GDP ratio. Experts discuss the potential political ramifications and the broader consequences of these economic policies.
  • World Bank cuts US economic growth forecast from 2.8% to 1.4%
  • Tariffs cited as a primary cause for the decline
  • Concerns about increasing national debt and its impact on global growth

Shownotes Transcript

Ed takes a look at new World Bank data projecting that U.S. economic growth will be cut in half this year, breaks down what went wrong with JM Smucker’s earnings, and unpacks the deal structure behind Meta’s investment in Scale AI. 

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