In this Tea Leaves episode, Kurt and Rich chat with Fred Hochberg, former Chairman of the U.S. Export-Import Bank (EXIM) about how the historical underpinnings of tariffs, the role of the EXIM Bank and how it will play a more significant role in the post-COVID environment, and the role of U.S. international economic policy. The three also talk about Washington’s trade policies in the context of the U.S. service economy.
The Big Picture: India’s AI Trajectory — From Consensus to Capability