This week, Noah Smith and Erik Torenberg analyze recent global events—from a political shift in New York to the Israel-Iran conflict—while exploring U.S.-China economic dynamics, evolving industrial policies, and the risk of a recession. The conversation also touches on historical economic shifts, tariffs, and manufacturing trends.
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SEND US YOUR Q’s FOR NOAH TO ANSWER ON AIR: [email protected]
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FOLLOW ON X:
@noahpinion
@eriktorenberg
@turpentinemedia
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RECOMMENDED IN THIS EPISODE:
China’s industrial policy has an unprofitability problem: https://www.noahpinion.blog/p/chinas-industrial-policy-has-an-unprofitability
Noahpinion: https://www.noahpinion.blog/
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TIMESTAMPS:
(00:00) Intro
(00:21) Disclosure
(01:26) Catch-up and recent events
(01:45) Discussion on New York’s political landscape
(04:19) Middle East tensions and economic impacts
(07:47) Recession concerns and economic policies
(13:14) Sponsors: Shopify | Netsuites
(15:48) Industrial policies and manufacturing
(26:16) China’s industrial overproduction
(27:19) Global impact of China’s excess production
(29:04) China’s industrial policy and global competition
(33:27) Sponsor: Adquick
(34:21) China’s diplomatic missteps
(40:28) China’s economic challenges and future outlook
(49:00) Wrap Read More
