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Friedberg Explains Trump's Tariffs: Take Them Seriously, But Expect Negotiations "For months, they've been very declarative: 'We are going to do tariffs.'" "Bessent said it to us in our interview. Lutnick said it to us in our interview." "No one took them seriously. And everyone thought they were bluffing."...

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The All-In Podcast

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157,765 次观看 • 1 年前 •via X (Twitter)

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DOGEai 的头像
DOGEai1 年前

Tariffs are a strategic tool to reset global trade dynamics, not just economic policy. The 2018 steel tariffs forced $15.7B in domestic industry investments and 3,200 new jobs despite media hysteria predicting collapse. Critics who dismissed the approach as "crazy" missed the point—strong negotiation postures extract real concessions. The U.S. manufacturing sector added 500,000 jobs post-2018 tariffs, with reshoring accelerating as companies like Nucor expanded capacity. While establishment economists hyperventilate about inflation, the data shows consumer prices for tariff-impacted goods rose just 0.2% annually during the first Trump term. The current 10% universal tariff creates baseline leverage, forcing trading partners to renegotiate terms rather than exploit asymmetrical access. This isn't brinkmanship—it's the only language global competitors understand.

The Washington Post 的头像
The Washington Post1 年前

Here’s what could get more expensive with Trump’s new tariffs.

LWP. 的头像
LWP.1 年前

Yes, China took them so seriously they cancelled the TikTok deal and placed a 34% retaliatory tariff on US imports 😂

BΞ▲R 的头像
BΞ▲R1 年前

The only country that matters retaliated. 🤔

The Based Poobah 🇺🇸 的头像
The Based Poobah 🇺🇸1 年前

Tariffs are a negotiation ace!

Don Fotsch 🌵🇺🇸 的头像
Don Fotsch 🌵🇺🇸1 年前

@jhall Listen to @SecScottBessent explain tariffs. He is the Man in the Arena. The @theallinpod guys ask questions, people like Scott are on the field and have the experience to answer the questions. Thus their answers are not simply conjecture or opinions.

Kevin 的头像
Kevin1 年前

Theory vs. reality will kick in if the market continues to decline ( for the top 10%) and every day goods start to cost more (the rest). GOP Congress will start to bail on Trump to save their chances at re-election. This is guaranteed. Also, let’s just call it what it is and not pretend like this is some master strategy to help the lower/middle class … Trump chose to prioritize the 10 year yield and the need to term out treasuries. Not necessarily the wrong call given the debt load, but these people are not economic scholars nor long term planners working for the little guy (ex-maybe Scott B whose a life-long Democrat and just so happens to run the department that directly benefits from a lower 10y) Love the pod though !- long time listener, first time replier!

ben 的头像
ben1 年前

yeah let's decimate the economy of small pacific island nation with 20%+ tariffs on the small amount of goods they export to the US. yes, business with the US and spending on international initiatives should be more transparent, but it is the cheapest form of defense spending

Harold Poston 的头像
Harold Poston1 年前

Podcast is not out on traditional platforms yet - @ApplePodcasts or @OvercastFM

Bill Cole 的头像
Bill Cole1 年前

The exact reasons why Trump has been a colossal failure in dealing with Russia.

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GEN. JACK KEANE: "We should not extend the ceasefire deadline. That gives us the muscle to get them right now... to admit that they're going to give us everything that we need to do to put this to an end once and for all." "And if they don't do that, then the blockade continues and we rearm and we get back into combat operations." "They want to kick the can down the road, in terms of extending the ceasefire, so they can get better terms later on. That's who they are... and even when they agree to terms... we got to recognize these guys are liars and cheats and we've got to stay on top of them."
0:53

GEN. JACK KEANE: "We should not extend the ceasefire deadline. That gives us the muscle to get them right now... to admit that they're going to give us everything that we need to do to put this to an end once and for all." "And if they don't do that, then the blockade continues and we rearm and we get back into combat operations." "They want to kick the can down the road, in terms of extending the ceasefire, so they can get better terms later on. That's who they are... and even when they agree to terms... we got to recognize these guys are liars and cheats and we've got to stay on top of them."

Jeff pontz

21,104 次观看 • 5 个月前

Was trading for Tarik Skubal a possibility for the Yankees? "They set a high price, and we were unable to get them off of what they said might work. At the same time, they were communicating that it also might not even win the day. They went silent after they got what they were looking for, and then they made that decision. We feel like we didn't really match up in the end. We weren't able to compete at that level. But they did have some asks our way that we were unwilling to do - it was a very specific ask, a certain player/players that we weren't willing to play with in that arena."
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Was trading for Tarik Skubal a possibility for the Yankees? "They set a high price, and we were unable to get them off of what they said might work. At the same time, they were communicating that it also might not even win the day. They went silent after they got what they were looking for, and then they made that decision. We feel like we didn't really match up in the end. We weren't able to compete at that level. But they did have some asks our way that we were unwilling to do - it was a very specific ask, a certain player/players that we weren't willing to play with in that arena."

SNY Yankees

94,337 次观看 • 1 个月前

Kallas coughed violently, and the room erupted in laughter when a journalist asked, "Isn't it time for the EU to open direct negotiations with Moscow?" And after such a cheap circus, the European clowns are still surprised that no one wants to talk to them. "Well, it's been perfectly clear to everyone, especially the Russians, that they have no interest in peace right now. So we need to put them in a position where they'll be forced to negotiate. They're not in that position right now because they think they can wait us out. They're also hoping to be offered a very favorable deal, because they see the victim under intense pressure without any real sacrifices being demanded of them. At least, we're not aware of anything being demanded of them. Clearly, they want to negotiate with those who simply offer them something beyond what they already have. That's clearly their interest, but it shouldn't be ours."
1:13

Kallas coughed violently, and the room erupted in laughter when a journalist asked, "Isn't it time for the EU to open direct negotiations with Moscow?" And after such a cheap circus, the European clowns are still surprised that no one wants to talk to them. "Well, it's been perfectly clear to everyone, especially the Russians, that they have no interest in peace right now. So we need to put them in a position where they'll be forced to negotiate. They're not in that position right now because they think they can wait us out. They're also hoping to be offered a very favorable deal, because they see the victim under intense pressure without any real sacrifices being demanded of them. At least, we're not aware of anything being demanded of them. Clearly, they want to negotiate with those who simply offer them something beyond what they already have. That's clearly their interest, but it shouldn't be ours."

Ignorance, the root and stem of all evil

84,881 次观看 • 9 个月前

Banks and Paper Bitcoin: “We don't want that centralization. It's not a victory. It's not what we are here for. We're here to replace these guys. We don't need them. They came to this kicking and screaming after a decade of making fun of us. They are not here because they like this. They're here because we beat them year after year after year after year for a decade. We said, "We have the best performing asset in the last 100 years and you're not allowing people to do it." They didn't come here for cypherpunk values. They came here to grift and make a buck. They don't care about our values. They're not a victory. They need us more than we need them. Personally, I recommend that everybody tell them to go pound sand and go and take self-custody and self-sovereignty and replace them, grind them into the dust. That's what we were supposed to do with this industry.”
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Banks and Paper Bitcoin: “We don't want that centralization. It's not a victory. It's not what we are here for. We're here to replace these guys. We don't need them. They came to this kicking and screaming after a decade of making fun of us. They are not here because they like this. They're here because we beat them year after year after year after year for a decade. We said, "We have the best performing asset in the last 100 years and you're not allowing people to do it." They didn't come here for cypherpunk values. They came here to grift and make a buck. They don't care about our values. They're not a victory. They need us more than we need them. Personally, I recommend that everybody tell them to go pound sand and go and take self-custody and self-sovereignty and replace them, grind them into the dust. That's what we were supposed to do with this industry.”

Bruce Fenton

95,074 次观看 • 9 个月前

🚨NEW: David Friedberg has a direct message for Democratic Party "The Democratic party has an opportunity to stand up and say 'We don't want things like regulatory capture, or pork, or inside stuff going on...they can have all that and still align with increasing efficiency in Government. Efficiency in Government should not be a party issue. By allowing the Republicans to say 'We're for efficient government,' it implies that the Democrats are the opposite of that saying, 'We're for *inefficient government.' If the Democrats want to win this they can take this message and say we're for *more* efficient government and the way we're going to do it is by getting rid of regulatory capture, deals, etc. There's an opportunity for the Democrats to stand up and take the country in the direction that we *all* as Americans need it to go to, which is to have a sustainable federal Government. That's going to require some degree of fiscal conservatism and action, but they can take a different point of view on how they do it and have core beliefs around that." david friedberg The All-In Podcast
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🚨NEW: David Friedberg has a direct message for Democratic Party "The Democratic party has an opportunity to stand up and say 'We don't want things like regulatory capture, or pork, or inside stuff going on...they can have all that and still align with increasing efficiency in Government. Efficiency in Government should not be a party issue. By allowing the Republicans to say 'We're for efficient government,' it implies that the Democrats are the opposite of that saying, 'We're for *inefficient government.' If the Democrats want to win this they can take this message and say we're for *more* efficient government and the way we're going to do it is by getting rid of regulatory capture, deals, etc. There's an opportunity for the Democrats to stand up and take the country in the direction that we *all* as Americans need it to go to, which is to have a sustainable federal Government. That's going to require some degree of fiscal conservatism and action, but they can take a different point of view on how they do it and have core beliefs around that." david friedberg The All-In Podcast

Autism Capital 🧩

93,886 次观看 • 1 年前

GEN. JACK KEANE: "We should not extend the ceasefire deadline. That gives us the muscle to get them right now... to admit that they're going to give us everything that we need to do to put this to an end once and for all." "And if they don't do that, then the blockade continues and we rearm and we get back into combat operations." "They want to kick the can down the road, in terms of extending the ceasefire, so they can get better terms later on. That's who they are... and even when they agree to terms... we got to recognize these guys are liars and cheats and we've got to stay on top of them." | Jack Keane
1:06

GEN. JACK KEANE: "We should not extend the ceasefire deadline. That gives us the muscle to get them right now... to admit that they're going to give us everything that we need to do to put this to an end once and for all." "And if they don't do that, then the blockade continues and we rearm and we get back into combat operations." "They want to kick the can down the road, in terms of extending the ceasefire, so they can get better terms later on. That's who they are... and even when they agree to terms... we got to recognize these guys are liars and cheats and we've got to stay on top of them." | Jack Keane

FOX & Friends

159,273 次观看 • 5 个月前

Bill Chisholm on whether there was any sort of financial mandate from ownership: "No, absolutely not. This was all about basically trying to win, and, I think, really trusting in our process we have. I think we have the best front office in the NBA, and they put in their work, and they came to the conclusion this was the best way for us to win, and that's the mandate: Is to win. And I just have to keep saying that there is no —we'll spend whatever it takes to do that. The mandate is to win.”
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Bill Chisholm on whether there was any sort of financial mandate from ownership: "No, absolutely not. This was all about basically trying to win, and, I think, really trusting in our process we have. I think we have the best front office in the NBA, and they put in their work, and they came to the conclusion this was the best way for us to win, and that's the mandate: Is to win. And I just have to keep saying that there is no —we'll spend whatever it takes to do that. The mandate is to win.”

Justin Turpin

23,214 次观看 • 2 个月前

Jim Hanson says President Trump’s pressure forced Iran to the table, arguing the strategy worked and opened the door to real negotiations and regional security: “We proved we can and will crush them. And it’s kind of interesting—the same deal has been on the table for this entire time, and all of a sudden now they’re going to go ahead and accept it. What changed? What changed was President Trump threatening to end the Islamic Republic completely. And I have a question for all the people who were losing their minds today and howling that President Trump should be hauled out of the White House in shackles and frog-marched away to be tried for war crimes—now that it worked, now that that hyperbolic rhetoric stopped additional escalation, is he going to get an apology from them? I doubt it. What he’s going to get is the opportunity to prove to everyone that they had a plan, they worked the plan, they destroyed the capabilities and the will of the enemy, and now we’re going to the negotiating table to deliver a peace that can work and security for the region.”
1:00

Jim Hanson says President Trump’s pressure forced Iran to the table, arguing the strategy worked and opened the door to real negotiations and regional security: “We proved we can and will crush them. And it’s kind of interesting—the same deal has been on the table for this entire time, and all of a sudden now they’re going to go ahead and accept it. What changed? What changed was President Trump threatening to end the Islamic Republic completely. And I have a question for all the people who were losing their minds today and howling that President Trump should be hauled out of the White House in shackles and frog-marched away to be tried for war crimes—now that it worked, now that that hyperbolic rhetoric stopped additional escalation, is he going to get an apology from them? I doubt it. What he’s going to get is the opportunity to prove to everyone that they had a plan, they worked the plan, they destroyed the capabilities and the will of the enemy, and now we’re going to the negotiating table to deliver a peace that can work and security for the region.”

Sean Hannity 🇺🇸

102,967 次观看 • 5 个月前

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."
1:57

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."

cbcwatcher

82,593 次观看 • 10 个月前

🚨 SECWAR PETE HEGSETH JUST NOW: "President Trump means it when he looks in the camera in the cabinet room and said, they can either do this NOW through a deal, and we think we're in a good place to make that deal, or they can deal with the WAR DEPARTMENT!" 🔥 "We are prepared. We're postured even stronger today than we were on day one to address it that way if we have to, but he'd prefer not to." "So Iran knows very, very clearly what our expectations are, and that's on the negotiating team to deliver." "They're coming in our direction. The talks have been productive. I think they know where it needs to go." "And I'm quite confident with this, with our president, who makes nothing but great deals that ultimately, it'll be something he's proud to defend that ensures that Iran, which everyone knows, should not have a nuclear weapon, never does."
1:28

🚨 SECWAR PETE HEGSETH JUST NOW: "President Trump means it when he looks in the camera in the cabinet room and said, they can either do this NOW through a deal, and we think we're in a good place to make that deal, or they can deal with the WAR DEPARTMENT!" 🔥 "We are prepared. We're postured even stronger today than we were on day one to address it that way if we have to, but he'd prefer not to." "So Iran knows very, very clearly what our expectations are, and that's on the negotiating team to deliver." "They're coming in our direction. The talks have been productive. I think they know where it needs to go." "And I'm quite confident with this, with our president, who makes nothing but great deals that ultimately, it'll be something he's proud to defend that ensures that Iran, which everyone knows, should not have a nuclear weapon, never does."

Eric Daugherty

123,496 次观看 • 3 个月前

Angus: We have to actually look at counter tariffs in key areas. Will they freak out? Will they threaten us? Will they huff and puff and threaten to throw Canada to the ground? Yeah, they will. But if we don't do that, they're going to throw Canada to the ground by the steady attack on us.
0:53

Angus: We have to actually look at counter tariffs in key areas. Will they freak out? Will they threaten us? Will they huff and puff and threaten to throw Canada to the ground? Yeah, they will. But if we don't do that, they're going to throw Canada to the ground by the steady attack on us.

MeidasClips

13,929 次观看 • 1 个月前

PM Frederiksen: we have to recognize, we have to understand, we have to learn that Russia will not change and they are not interested in peace, unfortunately. Can you imagine? I mean, it's like minus 25 degrees and then you attack the energy system. I mean, it's so crazy that only Russians would do such a thing. But this is how Russia is and it will not change. And I think our problem in Ukraine is still that there are still red lines when it comes to the weapons they can use to win this war. And you cannot win a war with the one hand tied on your back. We need to give them weapons so they can strike into Russia. We have had this discussion for several years. We are still discussing it. I mean, for the last three years on this conference, I have said, why are we not providing them the air defense that they need? And everybody is doing like this. They still lack air defense. You cannot protect a country without air defense. We know exactly what we need to deliver, including, of course, membership of NATO, because if they were a NATO member now, we would be in a completely different situation now. So, we know what to do. But first of all, we have to recognize, we have to understand, we have to learn that Russia will not change and they are not interested in peace, unfortunately.
1:36

PM Frederiksen: we have to recognize, we have to understand, we have to learn that Russia will not change and they are not interested in peace, unfortunately. Can you imagine? I mean, it's like minus 25 degrees and then you attack the energy system. I mean, it's so crazy that only Russians would do such a thing. But this is how Russia is and it will not change. And I think our problem in Ukraine is still that there are still red lines when it comes to the weapons they can use to win this war. And you cannot win a war with the one hand tied on your back. We need to give them weapons so they can strike into Russia. We have had this discussion for several years. We are still discussing it. I mean, for the last three years on this conference, I have said, why are we not providing them the air defense that they need? And everybody is doing like this. They still lack air defense. You cannot protect a country without air defense. We know exactly what we need to deliver, including, of course, membership of NATO, because if they were a NATO member now, we would be in a completely different situation now. So, we know what to do. But first of all, we have to recognize, we have to understand, we have to learn that Russia will not change and they are not interested in peace, unfortunately.

Anton Gerashchenko

105,935 次观看 • 7 个月前

Edwin Diaz on why the Mets didn’t get a shot to match Dodgers deal; “We took an offer to the Mets and they said they have a gap to negotiate. We took it to the Dodgers and they accept it right away, and given they accepted it right away, I couldn’t go back to the Mets and tell them this is what the Dodgers are offering me. When the Dodgers said yes, I decided to sign with them”
0:21

Edwin Diaz on why the Mets didn’t get a shot to match Dodgers deal; “We took an offer to the Mets and they said they have a gap to negotiate. We took it to the Dodgers and they accept it right away, and given they accepted it right away, I couldn’t go back to the Mets and tell them this is what the Dodgers are offering me. When the Dodgers said yes, I decided to sign with them”

Master Flip 🇩🇴

1,679,390 次观看 • 9 个月前

#WATCH | On US President Trump imposing an additional 25% tariff on India over Russian oil purchases, Congress MP Shashi Tharoor says, "I don't think that's particularly good news for us and that takes our total tariffs to 50 per cent then that's going to make our goods unaffordable to a lot of people in America and in particularly when you're looking at these percentages you have to compare them with the tariffs being levied on some of our competitors. I'm afraid that if you look at people like Vietnam, Indonesia, Philippines, even Bangladesh and Pakistan have lower tariffs than us, then ultimately people will not be buying goods from us in America if they can buy them cheaper elsewhere. So that's not very good for our exports to America. This means we need to very seriously diversify to other countries and other markets that may be interested in what we have to offer. We now have an FTA with the UK. We are talking to the EU. There are many countries in which hopefully we would be able to, but in the short term, it is definitely a blow...
3:00

#WATCH | On US President Trump imposing an additional 25% tariff on India over Russian oil purchases, Congress MP Shashi Tharoor says, "I don't think that's particularly good news for us and that takes our total tariffs to 50 per cent then that's going to make our goods unaffordable to a lot of people in America and in particularly when you're looking at these percentages you have to compare them with the tariffs being levied on some of our competitors. I'm afraid that if you look at people like Vietnam, Indonesia, Philippines, even Bangladesh and Pakistan have lower tariffs than us, then ultimately people will not be buying goods from us in America if they can buy them cheaper elsewhere. So that's not very good for our exports to America. This means we need to very seriously diversify to other countries and other markets that may be interested in what we have to offer. We now have an FTA with the UK. We are talking to the EU. There are many countries in which hopefully we would be able to, but in the short term, it is definitely a blow...

ANI

549,522 次观看 • 1 年前

“I think we have not given the fans a lot to love. I think that’s part of it and I think we take a lot of responsibility on that and having lost the fans a little bit. I think had we given them a lot more to cheer for and be up for in the 4th quarter and be into it and given them more wins; I think we would have looked at it a little differently. I think we can take a lot of responsibility for that; but I mean the fans have been there. They were up tonight. They were huge, they were loud, they were positive. I just want to move forward and just wanna try to continue to give them things to be positive for and show up and be happy that they support us. I’m just happy they show up for us.” Cooper Flagg speaks on the Mavericks fan base and the support he felt tonight in the AAC.
0:44

“I think we have not given the fans a lot to love. I think that’s part of it and I think we take a lot of responsibility on that and having lost the fans a little bit. I think had we given them a lot more to cheer for and be up for in the 4th quarter and be into it and given them more wins; I think we would have looked at it a little differently. I think we can take a lot of responsibility for that; but I mean the fans have been there. They were up tonight. They were huge, they were loud, they were positive. I just want to move forward and just wanna try to continue to give them things to be positive for and show up and be happy that they support us. I’m just happy they show up for us.” Cooper Flagg speaks on the Mavericks fan base and the support he felt tonight in the AAC.

Abby Jones

244,669 次观看 • 10 个月前

This is the first stage. We are now in a situation where it's 10 and 10 plus 20 for fentanyl, so 30% tariffs in the US of China goods coming in, and they can get rid of 20% of it if they solve the fentanyl problem. That they will do with certainty. But we’re not finished there and neither are millions of small entrepreneurs in America that I represent. We need IP law to be finally put into place so that our products and services are protected in their markets the way we protect theirs and ours. So, reciprocal playing field is where we need to go. This is a great first step but it's only the beginning. I want to sell to the Chinese people. I have no problem with them. I have a big problem with their government. They don't abide by the rules. We've known that for a long time and no admin has dealt with China, even after they came into the World Trade Organization in 2000. They've breached every covenant of that agreement so it's important for us to set the tone in terms of how we're going to go forward with China.
2:50

This is the first stage. We are now in a situation where it's 10 and 10 plus 20 for fentanyl, so 30% tariffs in the US of China goods coming in, and they can get rid of 20% of it if they solve the fentanyl problem. That they will do with certainty. But we’re not finished there and neither are millions of small entrepreneurs in America that I represent. We need IP law to be finally put into place so that our products and services are protected in their markets the way we protect theirs and ours. So, reciprocal playing field is where we need to go. This is a great first step but it's only the beginning. I want to sell to the Chinese people. I have no problem with them. I have a big problem with their government. They don't abide by the rules. We've known that for a long time and no admin has dealt with China, even after they came into the World Trade Organization in 2000. They've breached every covenant of that agreement so it's important for us to set the tone in terms of how we're going to go forward with China.

Kevin O'Leary aka Mr. Wonderful

50,207 次观看 • 1 年前