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 the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.