The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch

Canada faces a structurally recurring US trade ratchet, making US-controlled infrastructure like the AP1000 reactor and F-35 a strategic liability.

• Ratchet, not reversal: Jesse Hoops argues each Republican administration ratchets trade barriers up while Democrats rarely roll them back, producing a long-run 'staircase' of protectionism.
• Aluminum tariffs won't reshore production: US primary aluminum capacity is only ~16%; new smelters need 20-year paybacks against $1,000/MWh AI-driven electricity competition, making new investment unlikely.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.