本期不多寒暄，直接进入主题。事情还在发酵中，没办法下太多结论，所以今天我想从几个角度和大家一起梳理一下：从历史、现实角度；从目前“解放日”关税政策主流观点分析角度；以及从这场世界关税大战的各个参战方：美国，中国，欧洲和东南亚的应对。·时间戳·00:00:23 2025"黑色星期一"00:02:51 虽然惊悚，但这是一场“迟到”的危机00:10:21 历史回顾：Smoot-Hawley关税法案00:17:55 历史回顾：麦金莱总统时代00:26:45 “解放日”关税政策的四种流行观点分析：“打碎一切重来论”、“站队论”、“基本盘论”、“瞎搞论”00:57:16 各国反应与应对策略：中国、欧盟、东南亚·本期参考信息·1.《五仁随笔250407——关税大战意在沛公》2.《墙裂坛》：从“石油美元”“美股美元”到“电力人民币”文字版（播客平台长度受限），请至《墙裂坛》公众号收看！— End —主播｜Johnny 肖小跑编辑｜坛子申请加入坛友群，请添加坛子微信：BKsufe，请注明：坛友
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