Fulcrum editor Lee Hwok Aun speaks with Stephen Olson,Visiting Senior Fellow at ISEAS – Yusof Ishak Institute, on making sense of the Trump tariffs and thinking through the unpredictabilities.
2:38 – How Trump 2.0 differs from Trump 1.0 and Biden
10:07 – How to understand the “deals”
16:00 – Threat of semiconductor tariffs and forced semiconductor investment in the US
19:47 – The transshipment problem
23:34 – Southeast Asia’s tariff rates
25:59 – Negotiating with the Trump administration; outlookfor Myanmar and Laos
29:28 – Implications on trade and export-led development
32:30 – US domestic politics and law as possible moderatingforces
35:40 – US-China rivalry and role of China in the worldeconomy
Dialogues at Fulcrum is a podcast published by the ISEAS – Yusof Ishak Institute.
