tariffs

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 5, 2019 by Howard Marks · across every show →

Everything said about tariffs, oldest first

Mar 5, 2019 negative
Assertion Supported
Marks: US Consumers, Not Chinese Exporters, Pay US Import Tariffs
“Chinese don't pay tariffs. Tariffs are paid by consumers of goods. We have collected billions in tariffs from US consumers of Chinese goods.”
Howard Marks Mar 5, 2019 ▶ 35:37 #53 Howard Marks: Luck, Risk and Avoiding Losers
Mar 4, 2025 negative
Prediction Not checkable as stated
Wolfe: Reshoring and tariffs will cause inflation and raise capital costs
“Reshoring. All of these things, you know, tariffs, they're gonna be inflationary, there would be a rising cost of capital.”
Josh Wolfe Mar 4, 2025 ▶ 1:40:18 Josh Wolfe: Human Advantage in the World of AI
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