The reciprocal tariff approach is conceptually good in principle because it creates clarity (if one country treats you one way, you treat them the same way), but the implementation ('how') matters enormously and can result in high volatility and conflict if unclear or inconsistent.

normativepending

Speaker

Mark Benioff

Evidence Quote

if you can't put the what and the how in a consistent clear and meaningful way then you could end up with high levels of volatility and conflict [18:21]

Source

Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world orderCNBC International Live
Created: 8/11/2026, 5:33:25 AM

My Notes

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