US-Canada tariff tiff risks trade war spiral
The guest argued the new US auto tariffs mark a real setback, risking a tit-for-tat spiral with Canada, though a full-blown trade war is unlikely given the integral economic relationship.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 42 MENTIONS · 36 EPISODES · 19 SHOWS
24 JUL 2025 — 26 AUG 2026 · YESTERDAY
11 SUPPORT · 4 CHALLENGE · 1 UPDATE · 2 REPEAT · 24 MENTIONED
- MACROVOICES
29 EPISODES BETWEEN · 35 MENTIONS
- THE KNOWLEDGE PROJECT · 2 MENTIONS
- THE BUSINESS BREW
- THE ALPHA EXCHANGE
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- THE LONG VIEW
- MACROVOICES
- THE MEB FABER SHOW
- THE ACQUIRERS PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- MACROVOICES
- THE ALPHA EXCHANGE
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE ACQUIRERS PODCAST
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- GOLDMAN SACHS EXCHANGES
- THE JULIA LA ROCHE SHOW
- FORWARD GUIDANCE
- THE ALPHA EXCHANGE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PROF G MARKETS · 2 MENTIONS
- THE DIVIDEND CAFE
- REAL VISION DAILY BRIEFING
- MARKETPLACE
- MACRO MUSINGS WITH DAVID BECKWORTH
- WSJ WHAT'S NEWS
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- US-Canada tariff tiff risks trade war spiral · THIS IDEA
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD