An Own Goal: Are We Making China Great Again?

In this episode, Alex focuses on how Trump’s trade war could help China course correct after its COVID-19 failures and internally focus on decoupling from the West. He also talks about how Trump is already botching his tariff message because he can’t commit to durable investment in US firms since he is focusing on short term negotiations with some of the trading partners. For the tariffs to “work” Trump must commit to a durable strategy and not just threaten countries to renegotiate while tanking the US economy.