Ryan Petersen

speaker

290 appearances 2 recordings 1 series first heard Nov 2025 last heard 6 Aug

Ryan Petersen’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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Prof G Markets · Michael Burry Says This Is The Top — Is It? · 6 Aug 2026 podcast

So very little planning time.

And the way that manifested itself was—

was just like a lot of mistakes were made.

That companies filed the wrong, paid the wrong amount, filed the wrong duty amount.

Then when it comes to getting refunds, have like struggled to get their, you know, they got the refund because of Supreme Court and those have started to flow.

out of the $166 billion of refund that's owed from the IEPA tariff, $122 billion are in process right now.

I don't actually have the figure from the government about what's been paid, but there's a lot in that $122 bucket that aren't getting paid out or heavily delayed, in part because it was so difficult to comply that if you filed wrong, you're not, yes, you'll get a refund, but you have to go through this whole legal process to first correct your entry.

And then you can get a refund.

So people are definitely dealing with the repercussions of like not having their data organized, not having filed correctly.

I think it's one place, you know, plug for my own company where we as being a technology company and having databases for managing this, it's given us a real leg up in helping companies get it right.

Well, I would give the government some credit here.

I actually thought they'd done a pretty good job.

They built this system called CAPE,

which is a sort of an attachment or a module on top of the primary technology system of Customs, of Customs Border Protection.

And they shipped it in just about two months or so, two or three months that it took them to build it, which in the scheme of government building technology is like quite a feat, actually.

If you go back and see the government technology system for Customs, it's called ACE, Automated Commercial Environment.

And it was like this 10 to 15 year debacle of,

To deliver the piece of software.

So for them adding a module that's as high stakes and complex as refunding $100 billion, $166 billion in just a few months, to my view as a technologist, it's pretty good.

I'm kind of impressed.

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