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Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
Manage episode 478748225 series 3658663
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and CEO of Flexport, a leader in global supply chain management, joins the show to unpack the real-world impact of tariffs on American businesses. He breaks down how the levies will drive inflation, shares his outlook on the trade war with China, and explains how supply chains are rapidly reshaping.
Subscribe to the Prof G Markets newsletter
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
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103 episodes
Manage episode 478748225 series 3658663
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and CEO of Flexport, a leader in global supply chain management, joins the show to unpack the real-world impact of tariffs on American businesses. He breaks down how the levies will drive inflation, shares his outlook on the trade war with China, and explains how supply chains are rapidly reshaping.
Subscribe to the Prof G Markets newsletter
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
103 episodes
所有剧集
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1 Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran 1:13:48

1 Why America’s Credit Rating Dropped — ft. Scott Goodwin 1:11:25

1 The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings 1:15:43

1 Why the U.S. Can’t Break Up with China — ft. Alice Han 1:04:20

1 Is Google a Buy? + Is Uber Recession Proof? 1:01:23

1 The Sell America Thesis — ft. JPMorgan’s Michael Cembalest 1:17:56

1 Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis? 1:11:19

1 What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney 1:05:22

1 Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen 1:08:21

1 Global Pushback on Tariffs + Can the FTC Beat Meta? 1:06:20

1 Breaking Down Warning Signals from the Bond Market — ft. William Cohan 1:00:05

1 What to Do in the Wake of Trump’s Tariff Pause 1:02:57

1 Tariff Chaos & Trading on Inequality — ft. Gary Stevenson 1:14:37
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