Markets slow to price tariffs and inflation risk
The discussion framed markets as human and prone to groupthink, currently underestimating the inflationary impact of tariffs until it becomes more visible in data.
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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 · CHALLENGES
- Markets slow to price tariffs and inflation risk · THIS IDEA
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