{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Changing the World Order: Tariff Edition","description":"At this point, you\u2019ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn\u2019t just about import duties or Donald Trump\u2019s next announcement; it\u2019s about a slow unraveling of the world order we\u2019ve all taken for granted In this episode, Deepak and Shray dig into how the US once helped shape a global economic contract \u2014 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\u2019t. 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\u2019t in control anymore. Tariffs are now the blunt tool being used to push back.  We break down what\u2019s really happening, what\u2019s 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. 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 -- More about us: https:\/\/cm.social\/pms Connect with us : https:\/\/cm.social\/pms-connect Deepak's Twitter: @deepakshenoy Shray\u2019s Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in ","author_name":"Capitalmind with Deepak & Shray","author_url":"https:\/\/www.capitalmind.in","html":"