The Ledger

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Insight
Walker: Watch Community Roots for Patek and Rolex Missteps Out of Envy
“Patek tends to not miss, like they kind of bat a thousand when they do things. And I think everyone wants these big brands to catch an L so they can talk shit about it and feel like, you know, they're able to say that.”
Quaid Walker Apr 17, 2025 ▶ 10:47 How Watch Brands Are Responding to Tariffs | Quaid Walker on TBPN April 10th
Insight
Walker: Tariffs shrink the retail-to-secondary watch price premium gap
“If the premium from, you know, a lot of these pieces from the secondary market To retail is close to 30%. All of a sudden, if a primary market watches 31% up from a cost perspective, that Delta is certainly meaningfully decreased. Do I actually want to wait on…”
Quaid Walker Apr 17, 2025 ▶ 13:09 How Watch Brands Are Responding to Tariffs | Quaid Walker on TBPN April 10th
Insight
Walker: Watch collectors reject exclusive ambassadorships for multi-brand collections
“I think there's undeniably a set of collectors that That don't want to be ambassadors because they want to wear a diverse collection, right? Like I, you saw the same thing I remember sitting down with some early investors in GOAT and they capitalized that in t…”
Quaid Walker Apr 17, 2025 ▶ 16:29 How Watch Brands Are Responding to Tariffs | Quaid Walker on TBPN April 10th
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