[Podcast] Changing the World Order: Tariff Edition

At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted.

In this episode, Deepak and Shray dig into how the US once helped shape a global economic contract — one where it bought the goods, paid in dollars, protected the rest of the world, and in return, the world kept buying US debt. It worked until it didn’t. Countries like China started playing a smarter game. They stitched shoes, then built the factories, then made their own brands, and finally started exporting those to the US. Somewhere along the way, the US realized it wasn’t in control anymore.

Tariffs are now the blunt tool being used to push back.

We break down what’s really happening, what’s likely to happen next, and how portfolios, both in India and abroad, need to adjust. If the world is becoming more inward-looking, where should your money go?

The world is changing. Listen in to make sure your portfolio is not caught off guard.

Read more about this in our article: https://www.capitalmind.in/insights/the-much-awaited-trump-tariffs-are-here

0:00 - 1:05 Introduction

1:06 - 3:17 What went wrong with the existing world order?

3:18 - 7:41 “The Unwritten Contract”

7:42 - 10:15 What a dollar can get you

10:16 - 15:22 Origins of Chinese Manufacturing

15:23 - 19:54 How the apprentice became the master

19:55 - 25:01 What’s ailing Trump despite American glory?

25:02 - 26:00 The Multiplier Effect of Manufacturing

26:01 - 28:37 Why they resorted to Tariffs

28:38 - 30:41 Repercussions of Tariffs

30:41 - 33:33 De minimis Shipping

33:34 - 40:18 Shift toward an Isolated World (non-Tariff Barriers)

40:19 - 45:51 Global trade without the US

45:52 - 51:42 Investing themes during trade wars