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Oren Cass, founder and chief economist of think-tank American Compass, sits down with Freddy Gray at the ARC conference in London. They react to the announcement by President Trump over the weekend of reciprocal tariffs: the decision by the US to match import duties levied by other countries.
What’s the strategy behind Trump’s decision? And what could the consequences be for American companies and for global trade? They also discuss the broad political consensus behind free trade in the US since the 1990s. Given the ‘lived reality’ that faced many American investors and companies – for example competing with Chinese Electric Vehicles – was the free trade really working anyway?
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Is Trump About to Invite In the Biggest Predator in the World?
“If you look at my old speeches when I was young, very handsome,” President Trump said while announcing his “Liberation Day” tariffs last year, “I’d be on a television show. I’d be talking about how we were being ripped off.”
Josh Hawley Sees AI as a Binary Choice for the GOP
Hawley’s audience was roughly 500 people who filed into the National Building Museum in D.C. for a black-tie gala hosted by American Compass, a populist, new right think tank with deep ties to Vance and Secretary of State Marco Rubio.
Scott Bessent becomes chief salesman for Trump’s economic security pitch
Oren Cass, the founder and chief economist of American Compass, told the Washington Examiner that Bessent’s strength is communicating why “market policy people” should get on board with Trump’s platform, even though they’re effectively behind the exact economic norms the administration is trying to reverse.

