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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Odd Lots · Lots More on a Massive, Historical, Stagflationary Shock · 4 Apr 2025 podcast

If you look at what happened to the share price of those companies on the day after the announcement.

Basically didn't move, right?

Basically didn't move.

And I think what that tells us is that markets investors are pretty skeptical.

They see those announcements perhaps as good government relations by those companies currying favor with the White House rather than the big change in corporate strategy that we'd have to see if manufacturing was really gonna come back to the US.

So it's a tough one, Tracy.

The Feds You keep saying that.

You know this is the biggest tariff hike that we've seen in the United States going back over the course of a hundred years.

And it takes tariffs to their highest level in a hundred years.

So this is an absolutely enormous shock to the system.

So I feel like somewhat justified in in the case.

You are if you are.

So it's a tough one.

And so if you're the Fed

You see growth coming down, you see unemployment going up, you wanna cut interest rates.

But you see inflation rising because import prices are going up.

And so you want to raise interest rates.

So what's the impulse?

What's the kind of the major impulse?

Which one do you follow?

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