Relative Return Unplugged: ‘The largest trade war in modern history’
In this week’s episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney’s School of Economics joins the show to break down the shifting sands of global trade dynamics and attempt to understand the way US President Donald Trump is employing tariffs.
An expert on international trade and global value chains, Tyazhelnikov explains why the current approach has led to such an extreme reaction from the US’ trade partners and the alternative options that are available to avoid a trade war that is so economically damaging for all involved.
Join us to hear about:
- Why the fluctuations in commodities prices could have benefits for some sectors despite broader concerns.
- How Chinese TikTokers are helping consumers skirt around trade restrictions.
- What the volatile nature of the policies means for businesses trying to keep up with the changes.
Recommended for you
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down the Reserve Bank’s recent decision to cut interest rates to their lowest level since early 2023, and how it highlights a notable pivot in the central bank’s stance.
In the latest episode of Relative Return, host Laura Dew chats with Haran Karunakaran, fixed income investment director at Capital Group, to discuss why fixed income solutions are back in the spotlight of client portfolios for advisers.
In this week’s episode of Relative Return Insider, Financial Services Council CEO Blake Briggs joins the show to break down what the federal election and new-look Treasury portfolio mean for the financial services industry.
In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growing asset class gaining attention from advisers.
