Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising economic nuance found in 19th-century policy, and the recurring tensions between protectionism and free trade. From supply chain shifts to presidential power dynamics, they unpack what history might tell us about today’s trade decisions—and what it doesn’t.
This episode is brought to you by AlphaSense
Most of my recent focus has been on companies trading with a corporate governance discount (particularly the biotechs). Given that focus, AlphaSense was kind enough to offer to sponsor a webinar with a corporate governance expert who could provide real world insights into corporate governance and boardrooms from his decades of experience. The webinar is live now, and you can check it out here.
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