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EPISODE · Aug 8, 2025 · 7 MIN

The iPhone and India in the Middle

from Bedell Frazier Investment Counselling

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at chips and digital devices. President Trump threatened 100% tariffs on semiconductors made overseas. But he said companies that have committed to building manufacturing facilities in the US will be exempt. The President did not specify when it would go into effect. The Market rallied on this news. Tech led the charge higher, as it has done all Summer...

What this episode covers

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at chips and digital devices. President Trump threatened 100% tariffs on semiconductors made overseas. But he said companies that have committed to building manufacturing facilities in the US will be exempt. The President did not specify when it would go int...

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The iPhone and India in the Middle

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Frequently Asked Questions

How long is this episode of Bedell Frazier Investment Counselling?

This episode is 7 minutes long.

When was this Bedell Frazier Investment Counselling episode published?

This episode was published on August 8, 2025.

What is this episode about?

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at chips...

Can I download this Bedell Frazier Investment Counselling episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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