April 5, 2025· 29 min

Brad Setser on the Damage From Trump's Gigantic Tariff Shock

Brad Setser

Orality

Model

83%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,309 words)

M:28%

HostJoe Weisenthal(1,004 words)

M:29%

GuestBrad Setser(2,345 words)

M:27%

Oral Indicators

Agonistic43%

very, certainly, totally

Engagement64%

you, our, your

Memory Aids100%

listen, so, right

Repetition100%

trade (43x), like (37x), know (28x)

Parallelism82%

And I'm Joe Weisenthal...., And then in 2020, I remember t..., And I think in retrospect, it ...

Sound Patterns41%

21 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases4%

i mean

Literate Indicators

Hedging16%

could, perhaps, might

Passive Voice9%

were released, were open, been wiped

Abstract Nouns25%

investment, business, inevitability

Subordination16%

because, since, while

Sentence Length41%

Avg: 15.2 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style36%

331 personal pronouns found

Descriptive Style100%

apply, certainly, inevitably

Description

He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on Foreign Relations. Brad has been talking for awhile about the major imbalances of world trade, and the US-China relationship in particular. However, rather than building up a large trading bloc with our allies to counter Chinese influence, the Trump administration has chosen a path of going it alone, targeting friend and foe alike with large and wide-ranging tariffs. In this episode, we talk about the significance of the move, the potential damage, and what, if any, positive scenarios could result. Read More: Global Recession Fears Engulf Wall Street on Tariff Retaliation Matt Levine: The Tariffs Have Some Math Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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