此前当总因为生病未能参加我们的线下活动,所以特此加更一期,来弥补未能和大家相见的遗憾。这期内容作为第48期关税主题节目的姊妹篇,当总将自己在2025年4月6日,也就是特朗普宣布加征关税的当天写的一篇文章进行了扩充和丰富,形成了本期内容,就让我们带领大家用不一样的视角来了解近期全球关注的关税话题。本期主播:活在当下、老饕本期内容:01:52 从《关税1》到《关税2》07:18 美国的特里芬难题10:38 美元的超级特权:拿纸换物,拿债换钱15:49 特权的代价:美元被不断高估,美国制造业空心化24:08 美国面临的三个问题26:35 Stephen Miran论文中对关税影响的分析32:54 关税是手段而非目的35:26 特朗普政府竟高举“共同富裕”大旗?42:10 花旗神文,用“最后通牒”理论预测特朗普政府的行动50:55 乱世之下,我们到底应该做什么?54:56 从参与历史到见证历史美国制造业人数统计美国GDP占全球比重美国经常账户统计2018-2019年贸易战前后美国进口价格对比本期音乐:Premiere --- Adrian Berenguer本期参考书籍&论文:《A User's Guide to Restructuring the Global Trading System》 Stephan Miran 著《The Economic Impacts of the US-China Trade War》 P Fajgelbaum,A Khandelwal 著《Who's Paying for the US Tariffs? A Longer-Term Perspective》 M Amiti,SJ Redding,DE Weinstein 著《The Impact of the 2018 Tariffs on Prices and Welfare》 M Amiti,SJ Redding,DE Weinstein 著《国家如何破产》 瑞·达利欧 著本期文稿后续将发布在微信公众号:虚实之间True Imagination节目微博:虚实de老饕、虚实de活在当下
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