The Meb Faber Show: “The Impact of Tariffs On Investing (The Economist Overseeing $6 Trillion Explains)”
The Meb Faber Show: “The Impact of Tariffs On Investing (The Economist Overseeing $6 Trillion Explains)”
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Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.
In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(2:37) Economic uncertainty, tariffs, and inflation
(12:41) Consumer behavior & spending trends, and perceptions
(18:22) Japan’s economic shifts and demographic challenges
(21:38) Reliability issues in economic data and surveys
(31:44) Bad economic policies
(38:36) The role of the dollar in the global financial system
(44:41) Investment perspectives
Recorded April 2, 2025
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