Oren Cass
7 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Aug 20, 2025 by Oren Cass · across every show →
On the record as a speaker too: Oren Cass's record, appearances and statements → this page counts the times other people say the name.
Everything said about Oren Cass, oldest first
Aug 20, 2025 positive
Cass: A 10 percent baseline tariff would protect domestic production
“My view has always been that a baseline tariff on the order of 10% is a sort of skewing of the playing field in international trade in a way that helpfully reflects a preference for domestic production. And that if you could do it in a way that actually had lo…”
Aug 20, 2025 positive
Cass: Economic consensus warnings of instant tariff doom were wrong
“Everything from, you know, the direction of the dollar to the performance of the stock market, to the level of retaliation we should expect. There was a sort of consensus Model of here's what's going to happen if you impose tariffs and why it's extreme. It's a…”
Aug 20, 2025 negative
Aug 20, 2025 neutral
Cass: Tariffs fail if manufacturing investment does not rebound within years
“If a couple of years from now you are not seeing the investment response, and either we can't do the workforce stuff, or for political economy reasons, It is not feasible for us to do that stuff. Then I would be the first to admit this is apparently not an eff…”
Aug 20, 2025 neutral
Cass: Strategic state policy, not natural resources, creates manufacturing dominance
“A good example is, you know, there's nothing about Taiwan's, there's no special silicon on Taiwan's beaches. That make it the best place to fabricate advanced semiconductors. And so if you are expecting to just see everybody kind of having natural advantage in…”
Aug 20, 2025
Cass: Tariffs require legislated multi-year stability to drive long-term investment
“What Noah had just said about some of these other factors that, that I think are really important as well, because you know, I think both in terms of what it takes on tariff policy, if you really want these tariffs to work, stability and certainty is, is, is i…”
Aug 20, 2025 negative
Cass: Prioritizing profit maximization and efficiency produces unequal economic outcomes
“So our view is that I think we have seen a sort of excessive faith in markets and excessive assumption that whatever pursues, you know, whatever produces efficiency, whatever maximizes corporate profits, that that too will be best for everybody. And that, that…”