Kyle Risdahl
speaker
281 appearances
3 recordings
1 series
first heard Feb 2026
last heard 6 Apr
Kyle Risdahl’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
The way I think about it is, is all of your retailers combined, so your Walmarts, your Targets, your Amazons, they only have $800 billion of goods in inventories.
Wholesalers are holding more than $900 billion.
These are entities that are selling not only to retailers, but they're also selling a lot to manufacturers.
They're selling to construction companies.
And early last year, they took on a strange new role, says Zach Rogers of Colorado State.
Wholesalers were used like as a human shield.
A shield from tariffs.
Rogers says it was too expensive for retailers to stock up ahead of price hikes, so that job fell to wholesalers.
Like, you hold all this inventory, get it ahead of tariffs, and then when we're ready for it, we'll tell you.
Inventories swelled, then flowed out later in the year.
Now things seem slightly more stable.
In 2026, tariffs are there.
They start on day one.
With no major hikes to get ahead of, Rogers says wholesalers are back to doing what they normally do, trying to move product.
We're seeing inventory pass through wholesalers very quickly so it can get to the retailers so that they can sell it right away.
That's actually a big relief for wholesalers.
Because all that warehousing was expensive.
Megan Schoenberger, senior economist with KPMG, says in the event of a supply chain hiccup, you could potentially be opening yourself up to a disruption.
And she says now with more wholesale goods imported with tariffs, the added cost could be passed through to retailers and consumers.
But Schoenberger says we could see a prolonged period of elevated inflation.
Showing 241–260 of 281 · page 13 of 15
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