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tariffs

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 29, 2025 by Saleem Renoui · across every show →

Everything said about tariffs, oldest first

Apr 29, 2025 negative
Assertion Supported
Renoui: Trump tariffs add 10% to 50% to e-commerce cost of goods
“And we can talk, start talking about the tariffs that Trump just enforced. This is something that's adding anywhere from 10 to 50% on your cost of goods.”
Saleem Renoui Apr 29, 2025 ▶ 2:11 Picking the Hardest Business Model on Earth Has a Backdoor Exit
May 6, 2025 neutral
Prediction Didn’t hold up
Shepherd predicts impending tariffs will drive down digital advertising costs
“Basically we all know what's happening and we have history to say that people are going to pull out and advertising should get cheaper.”
Brooke Shepherd May 6, 2025 ▶ 10:01 80% Growth During COVID Came From the Brands Everyone Else Ignored
May 6, 2025 neutral
Prediction Not checkable as stated
Shepherd: Trump admin may get trade concessions from Vietnam and lower tariffs
“I think it's very possible they'll get some concessions from Vietnam or concessions from, you mentioned Sri Lanka or wherever. They'll get some concessions. And the whole press release saying, look, it worked. We got our concessions and we won. The tariffs are…”
Brooke Shepherd May 6, 2025 ▶ 23:32 80% Growth During COVID Came From the Brands Everyone Else Ignored
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