tariffs

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about tariffs, oldest first

Apr 23, 2018 neutral

Assertion Supported

Cembalest: Trump tariffs are largest in 50 years from 100-year low base

“It's the biggest tariff increase in 50 years, but from the lowest tariff level in a hundred years.”

Michael Cembalest Apr 23, 2018 ▶ 42:16 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

Apr 14, 2025 bullish

Prediction Held up

Papic: Trump will likely moderate tariffs to 5-10% rather than 40%

“I think the response is going to be President Trump saying, I was actually going for five to 10% across the board of tariffs, not 40%. Once the market sniffs that out, I think it's very dangerous to be overly bearish on risk assets.”

Marko Papic Apr 14, 2025 ▶ 25:00 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

Apr 28, 2025 positive

Opinion

Bitar: U.S. tariffs will have minimal impact on Latin America

“So the impact, if you look around the world, which are the regions who are going to be more impacted, Latin America falls under the category of minimal impact.”

Rodrigo Bitar Apr 28, 2025 ▶ 8:59 Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)

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tariffs

Everything said about tariffs, oldest first

Turn any episode into a week of clips.