(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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