Tom Orlik
speaker
158 appearances
1 recordings
1 series
first heard Apr 2025
last heard Apr 2025
Tom Orlik’s voice in public audio — every appearance, attributed to the second.
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Appearances
So the experience in the Trump term
Trump's first term was
Tariff shock, no impact on consumer prices in the United States.
This time round, well
It's difficult to say there's a lot of variables at work, but I think this is going to be a stagflationary shock, pretty significant hit to US growth, pretty significant boost to US inflation, and that's why we're seeing this fierce stock market sell off today and the US coming out worse than pretty much anybody else.
Well, it's a tough one, Joe.
So I think Trump will point to the pledges from Apple and TSMC and Nvidia and Hyundai and others to make massive investments in the United States and say, look, it's working.
I made the tariff threat.
Everyone's bringing their jobs and their factories back to the United States.
I think it's probably a bit more complicated than that.
Wages in the US are much higher.
Than wages in China or Vietnam or Mexico.
Infrastructure in the United States, well, there's not been a lot of investment in manufacturing infrastructure here over recent decades.
Yeah.
Supply chains stretch across borders.
If you're going to impose massive tariffs, actually makes it harder to manufacture in the United States because factories are going to have to pay that tariff to get crucial.
inputs, and of course the uncertainty which Trump has introduced into the system and which he sees as crucial to get deals done, well, that uncertainty makes it harder to plan, makes it harder to make long-term investment decisions, and that makes it harder to reshore manufacturing as well.
So
It's striking to me if you look at all of those companies which said we're making massive investments in the United States.
Apple five hundred billion dollars, TSMC one hundred billion dollars.
Showing 81–100 of 158 · page 5 of 8
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