Tariffs: Sector Impacts and Strategies
Update: 2025-04-09
Description
In this episode, Thomas Li and Josh Burwick break down the recent market turmoil sparked by tariff announcements and their far-reaching implications on inflation, trade deficits, and corporate strategies. They dive into the complexities of tariff calculations, the ripple effects on the dollar, and how businesses are adjusting their pricing and guidance in the face of uncertainty. With hedge funds navigating this volatile environment using advanced risk models, they discuss how tariffs are impacting sectors differently and the future of trade relations. Tune in for a candid conversation on how companies and investors are adapting to a rapidly changing global landscape
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