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Ed Ludlow

๐Ÿ‘ค Speaker
8693 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Tariff infrastructure can interfere with that as well.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We want to make sure that works.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Jason, one big piece of news this morning is the European Union basically freezing the ratification process on a deal it already reached with the United States.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Just in the context of imports, the EU is 20% of US imports.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

The collective wisdom of your counsel, how long do you expect this uncertainty and this kind of halt to things that already were in play?

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Yeah, I think that's a great point, Ed, and we saw it in India as well.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

They had a delegation scheduled to come this week to the United States, and India and the U.S.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

had a great onstage moment in Delhi this week talking about moving AI forward.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

How long will this last?

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

I don't know.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

The president announced the use of Section 122.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

That has a 150-day cap on it.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

Obviously, the administration is looking at what the tariff strategy is going to be going forward.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

I think as far as the tech industry is concerned,

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

resolving these issues, both on the physical trade issues that we've been talking about, but also digital trade.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

The trade market between the U.S.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

and the EU in digital trade is close to a trillion dollars.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

It's an enormously important market there, too.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We need that uncertainty resolved as quickly as possible so we can move forward with these trade deals, which in many cases have already been negotiated.

Bloomberg Tech
Tariff Uncertainty, AI Unease Rattle Tech Shares

We're just waiting for them to be signed.