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Is Donald Trump Unwinding the Global Order?

46 min‱15 april 2025
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Donald Trump is attempting something no leader has done before—unwind the global economic order.

In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market.

From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era.

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TIMESTAMPS

0:00 Intro
4:20 Trump Unwinding Global Order?
13:39 Emerging Market Paradigm
21:51 All-In Debate
26:22 Manufacturing Jobs
31:55 Trump Vibe Based President?
35:41 90-Day Tariff Pause Signal
38:41 Centralizing U.S. Supply Chain
40:54 Where Rana Finds Signal & Crypto
45:16 Closing & Disclaimers

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RESOURCES

Rana Foroohar
https://x.com/RanaForoohar

America the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23

Stephen Miran’s A User's Guide to Restructuring the Global Trading System
https://x.com/SteveMiran/status/1856745675943207362

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