Justin Wolfers
👤 SpeakerAppearances Over Time
Podcast Appearances
Anrufe deinen chinesischen Anbieter heute Abend und frage ihn, wie lange es dauert, um 10.000 Lohnräder zu produzieren. Und dann, um sie auf einen Schiff in die Vereinigten Staaten zu bringen und sie in beide Enden klar zu machen. 89 Tage, hoffe ich. 89,8 Tage, ja. Und das Problem ist, dass die Pause gestern veröffentlicht wurde. Das bedeutet, dass du 0,8 von einem Tag verlieren wirst. Ja.
Anrufe deinen chinesischen Anbieter heute Abend und frage ihn, wie lange es dauert, um 10.000 Lohnräder zu produzieren. Und dann, um sie auf einen Schiff in die Vereinigten Staaten zu bringen und sie in beide Enden klar zu machen. 89 Tage, hoffe ich. 89,8 Tage, ja. Und das Problem ist, dass die Pause gestern veröffentlicht wurde. Das bedeutet, dass du 0,8 von einem Tag verlieren wirst. Ja.
Auf einem Niveau kannst du denken, lass uns ihn reinbringen, bevor er seine Meinung verändert. Das bedeutet, dass du den Schiff diese Woche laden musst. So it could mean there's going to be a queue at the ports in 89 days.
Auf einem Niveau kannst du denken, lass uns ihn reinbringen, bevor er seine Meinung verändert. Das bedeutet, dass du den Schiff diese Woche laden musst. So it could mean there's going to be a queue at the ports in 89 days.
Auf einem Niveau kannst du denken, lass uns ihn reinbringen, bevor er seine Meinung verändert. Das bedeutet, dass du den Schiff diese Woche laden musst. So it could mean there's going to be a queue at the ports in 89 days.
The other thing is we know it from today for the next 30 days, because the ships have already started sailing or not sailing, is actually it's a really good time to be at the ports because there's nothing going on. Like you could pull out your phone and just really improve your score on your favorite ship. You know, angry birds. Sure.
The other thing is we know it from today for the next 30 days, because the ships have already started sailing or not sailing, is actually it's a really good time to be at the ports because there's nothing going on. Like you could pull out your phone and just really improve your score on your favorite ship. You know, angry birds. Sure.
The other thing is we know it from today for the next 30 days, because the ships have already started sailing or not sailing, is actually it's a really good time to be at the ports because there's nothing going on. Like you could pull out your phone and just really improve your score on your favorite ship. You know, angry birds. Sure.
The other thing is, if you believe the rhetoric coming out of the administration, they're now engaged in fruitful talks with China and they don't want to decouple our economy, in which case you might forecast that our China tariff is going to come down to 10%. China does a couple of things on fentanyl. They'll get the same tariff as the rest of the world.
The other thing is, if you believe the rhetoric coming out of the administration, they're now engaged in fruitful talks with China and they don't want to decouple our economy, in which case you might forecast that our China tariff is going to come down to 10%. China does a couple of things on fentanyl. They'll get the same tariff as the rest of the world.
The other thing is, if you believe the rhetoric coming out of the administration, they're now engaged in fruitful talks with China and they don't want to decouple our economy, in which case you might forecast that our China tariff is going to come down to 10%. China does a couple of things on fentanyl. They'll get the same tariff as the rest of the world.
If that's the case, then now I want to sit for 90 days doing nothing.
If that's the case, then now I want to sit for 90 days doing nothing.
If that's the case, then now I want to sit for 90 days doing nothing.
Yeah, right. So I'm genuinely unsure whether everyone's rushing to the ports right now or the 90 days means that they're going to wait and rush in 90 days. Genuinely unsure about that. And then you've got one more problem. The half life of a Trump trade policy is approximately one Scaramucci. So today we feel good that Trump is walking back from tariffs.
Yeah, right. So I'm genuinely unsure whether everyone's rushing to the ports right now or the 90 days means that they're going to wait and rush in 90 days. Genuinely unsure about that. And then you've got one more problem. The half life of a Trump trade policy is approximately one Scaramucci. So today we feel good that Trump is walking back from tariffs.
Yeah, right. So I'm genuinely unsure whether everyone's rushing to the ports right now or the 90 days means that they're going to wait and rush in 90 days. Genuinely unsure about that. And then you've got one more problem. The half life of a Trump trade policy is approximately one Scaramucci. So today we feel good that Trump is walking back from tariffs.
But remember, it was only, I think, seven days ago when Trump woke up in the middle of the night and realized that he liked American-made movies and tweeted he was going to impose a 100% tariff on all foreign films.
But remember, it was only, I think, seven days ago when Trump woke up in the middle of the night and realized that he liked American-made movies and tweeted he was going to impose a 100% tariff on all foreign films.
But remember, it was only, I think, seven days ago when Trump woke up in the middle of the night and realized that he liked American-made movies and tweeted he was going to impose a 100% tariff on all foreign films.