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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
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Assessing the Impact of Rapid Tariff Implementation on Global Trade
In this video, experts discuss the ramifications of recent tariff announcements and their potential to disrupt global trade. They critique the approach taken by the administration, arguing that a more gradual, industry-specific strategy would be less damaging and more effective. The conversation covers historical precedents like the Smoot-Hawley Act, the immediate and long-term consequences of high tariffs, and explores the complexities of modern supply chains. The discussion also touches on how businesses and countries might adapt, and the potential winners and losers in this evolving economic landscape.
00:00 Introduction and Initial Reactions
00:33 Historical Context and Economic Concerns
01:22 Trade Strategy and Critique
04:03 Reactions to Trade Announcements
06:33 Negotiation Tactics and Potential Outcomes
18:10 Supply Chain Complexities
29:32 Trump’s Legacy and Onshoring Jobs
29:48 Designing a Thoughtful Tariff Program
31:27 Challenges of Zero Tariffs
31:43 Complexities of Global Trade
33:03 Elon Musk’s Approach to Problem-Solving
33:47 Ricardian Economics and Trade Balance
36:28 Negotiating Trade Deals
42:53 Impact of Tariffs on Prices and Economy
47:54 Onshoring Critical Industries
54:38 China’s Influence and Global Trade
56:14 Potential Winners in a Tariff-Heavy World
