Trump’s Tariffs Are Back — And Crazier Than Ever
Summary
Host Ed Elson discusses chaotic new US tariffs on Canada and Brazil with Georgetown Law scholar Peter Harrell, who warns of continued legal loopholes. The episode then covers the antitrust lawsuit blocking Paramount’s acquisition of Warner Bros. Discovery, featuring insights from Semaphore’s Rohan Goswami. Finally, Elson analyzes Oracle’s severe debt crisis and the broader risks of AI infrastructure financing.
Topics discussed
Sponsors and show intro
Market vitals: Intel rally and oil prices
New tariff announcements on Canada and Brazil
Legal basis for tariffs and Supreme Court rulings
Trump's tariff strategy and inflation impact
Future of tariff chaos and foreign relations
Sponsors and break
Paramount-WB deal blocked by antitrust lawsuit
Political motivations behind the lawsuit
Shareholder impact and deal prediction
Oracle's debt crisis and AI bubble risks
Credits and closing sponsor
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