Ryan Petersen

Or the opposite, where the price of freight goes crazy and I can't get anything loaded and we're scrambling. It's like super like long tail effects in both directions. It's very hard to make decisions as a logistics operator right now.

Or the opposite, where the price of freight goes crazy and I can't get anything loaded and we're scrambling. It's like super like long tail effects in both directions. It's very hard to make decisions as a logistics operator right now.

First off, on the short term, I don't think they can make a deal with China in the short term. I think the deal is, hey, we'll just pause this and give ourselves all some time to sit down and have a nice negotiation, and that might take a year or two.

First off, on the short term, I don't think they can make a deal with China in the short term. I think the deal is, hey, we'll just pause this and give ourselves all some time to sit down and have a nice negotiation, and that might take a year or two.

First off, on the short term, I don't think they can make a deal with China in the short term. I think the deal is, hey, we'll just pause this and give ourselves all some time to sit down and have a nice negotiation, and that might take a year or two.

I mean, it's very difficult for Trump particularly to deal with China because his style is man at the top, head honcho, sit down in the room, yell at each other, say some things. make a deal. He wants to negotiate that deal himself personally, probably. Chinese would never allow that in the Chinese system. They can't risk the leader looking bad and losing face.

I mean, it's very difficult for Trump particularly to deal with China because his style is man at the top, head honcho, sit down in the room, yell at each other, say some things. make a deal. He wants to negotiate that deal himself personally, probably. Chinese would never allow that in the Chinese system. They can't risk the leader looking bad and losing face.

I mean, it's very difficult for Trump particularly to deal with China because his style is man at the top, head honcho, sit down in the room, yell at each other, say some things. make a deal. He wants to negotiate that deal himself personally, probably. Chinese would never allow that in the Chinese system. They can't risk the leader looking bad and losing face.

So the deal has to be worked out at the lower levels. And then it's a formality when, when president Xi and president Trump come and shake hands. I just think there's a mismatch there. They'll get over that, but like not on a three week timeframe. And I think the nuance, there's so much complexity in the China deal that,

So the deal has to be worked out at the lower levels. And then it's a formality when, when president Xi and president Trump come and shake hands. I just think there's a mismatch there. They'll get over that, but like not on a three week timeframe. And I think the nuance, there's so much complexity in the China deal that,

So the deal has to be worked out at the lower levels. And then it's a formality when, when president Xi and president Trump come and shake hands. I just think there's a mismatch there. They'll get over that, but like not on a three week timeframe. And I think the nuance, there's so much complexity in the China deal that,

that by the time they actually sat down and got on the same page, it would be too late for the types of businesses we're talking about failing. So I would say, but what would the deal look like over time? And what does the deal look like with these other countries? I have a rule in life, like don't argue with someone unless you think you can make their argument better than they can.

that by the time they actually sat down and got on the same page, it would be too late for the types of businesses we're talking about failing. So I would say, but what would the deal look like over time? And what does the deal look like with these other countries? I have a rule in life, like don't argue with someone unless you think you can make their argument better than they can.

that by the time they actually sat down and got on the same page, it would be too late for the types of businesses we're talking about failing. So I would say, but what would the deal look like over time? And what does the deal look like with these other countries? I have a rule in life, like don't argue with someone unless you think you can make their argument better than they can.

I got that from Charlie Munger. It's like a good, healthy rule to make sure you're doing a good job in your debate. And so if you're taking their side and saying kind of steel manning it, what are they looking for here? What are their points? They have a few that I think are valid and that they might be after in some form or another. One might just be, hey, this is negotiating tactic.

I got that from Charlie Munger. It's like a good, healthy rule to make sure you're doing a good job in your debate. And so if you're taking their side and saying kind of steel manning it, what are they looking for here? What are their points? They have a few that I think are valid and that they might be after in some form or another. One might just be, hey, this is negotiating tactic.

I got that from Charlie Munger. It's like a good, healthy rule to make sure you're doing a good job in your debate. And so if you're taking their side and saying kind of steel manning it, what are they looking for here? What are their points? They have a few that I think are valid and that they might be after in some form or another. One might just be, hey, this is negotiating tactic.

And actually, these guys are actually free traders all along and really just want to lower tariffs and trade barriers. And it's, you know, that's what they're after. Doesn't really jive with the rhetoric about bringing jobs home. If free trade is bad, then it's bad, right? So not sure that's the case. But maybe. They will get better terms out of people than they were before, sounds like.

And actually, these guys are actually free traders all along and really just want to lower tariffs and trade barriers. And it's, you know, that's what they're after. Doesn't really jive with the rhetoric about bringing jobs home. If free trade is bad, then it's bad, right? So not sure that's the case. But maybe. They will get better terms out of people than they were before, sounds like.

And actually, these guys are actually free traders all along and really just want to lower tariffs and trade barriers. And it's, you know, that's what they're after. Doesn't really jive with the rhetoric about bringing jobs home. If free trade is bad, then it's bad, right? So not sure that's the case. But maybe. They will get better terms out of people than they were before, sounds like.