Inflation impulse from tariffs is coming
The guest argued that as the US clamps down on transshipment of Chinese goods through third countries, the inflationary impact of tariffs will become more apparent.
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The story so far
CONTESTED · 35 MENTIONS · 29 EPISODES · 15 SHOWS
24 JUL 2025 — 3 AUG 2026 · 2W AGO
10 SUPPORT · 4 CHALLENGE · 2 REPEAT · 19 MENTIONED
- MACROVOICES
3 EPISODES BETWEEN · 4 MENTIONS
- THE KNOWLEDGE PROJECT · 2 MENTIONS
- THE BUSINESS BREW
- THE ALPHA EXCHANGE
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- Inflation impulse from tariffs is coming · THIS IDEA · CHALLENGES
- Markets slow to price tariffs and inflation risk
18 EPISODES BETWEEN · 21 MENTIONS
- THE LONG VIEW
- MACROVOICES
- THE MEB FABER SHOW
- THE ACQUIRERS PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- MACROVOICES
- THE ALPHA EXCHANGE
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE ACQUIRERS PODCAST
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- GOLDMAN SACHS EXCHANGES
- THE JULIA LA ROCHE SHOW
- FORWARD GUIDANCE
- THE ALPHA EXCHANGE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PROF G MARKETS · 2 MENTIONS
- THE DIVIDEND CAFE
- REAL VISION DAILY BRIEFING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD