The Ledger
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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…”
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…”