The Interview #122 | Andrew Horowitz - The Trump Effect

About this episode

Craig Weinberg interviews Andrew Horowitz about the economic impact of Trump's tariffs and investment strategies.

Craig Weinberg sits down with financial expert Andrew Horowitz to break down the real-world impact of Trump’s tariff timeline and economic strategy. In this episode, Andrew explains how flawed assumptions behind the so-called “reciprocal tariffs” led to market disruptions and economic uncertainty. He dives into how tariffs are actually applied at U.S. ports, and why companies like Walmart either absorb or pass those costs to consumers. They also examine the deeper economic implications—like rising national debt, questionable trade policy goals, and the myth of restoring U.S. manufacturing dominance. Andrew draws sharp parallels to past policy blunders and highlights why long-term investment strategy—not reactionary economics—is key to building wealth in an uncertain world. From inflation in Uganda to diamonds vs. beach pebbles, it’s a wide-ranging, no-nonsense conversation on trade, taxes, and truth in investing. Let’s get into it. Support this show at theinterviewpodcast.org

People in this episode

Host: Craig Weinberg

Guest: Andrew Horowitz

Topics covered

• tariffs
• economic strategy
• market disruptions
• trade policy
• investment strategy

Keywords

• Trump
• tariffs
• economic uncertainty
• national debt
• trade policy
• investment strategy
• Walmart
• manufacturing

Mentioned in this episode

Places: U.S., Uganda

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