(00:29) Guest Introduction: Rob Kahn, Eurasia Group
(03:15) US Tariff Policies: Global Implications
(06:13) Tariff Negotiations
(08:33) Economic Theories and Market Responses
(27:13) Regional and Global Trade Impacts
(31:51) US-Mexico Trade Relations
(33:07) Challenges in US Manufacturing
(35:47) Economic Impact of Tariffs
(38:31) Market Outlook
(41:23) Global Trade and Economic Integration
(45:10) Political and Economic Risks in Trade
(46:21) Financial Market Impacts of Trade Policies
(49:49) Digital Assets in Trade Agreements
(52:30) Treasury Markets and Recession Risks
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