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.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

newest first · ▶ plays the moment

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

Well

Some of the messaging which we've been hearing from Chair Powell is that the tariff impact on inflation, well, it could be transitory.

If I was Chair Powell personally, I wouldn't be using the term transitory anymore.

I think he kind of used that one up in the post-COVID shock.

But there we are.

There's the idea that the tariff impact on inflation

Is going to be transitory.

And so what you have to respond to is the impact on growth.

And so that would suggest.

The impulse for the Fed is gonna be more rate cuts.

That said.

There's a bunch of uncertainty out there.

We don't know how big the growth shock's gonna be.

We don't know how big the inflation shock's gonna be.

We don't know if inflation expectations are gonna move.

If we see inflation expectations staying high, well

That would be a sign that the tariff shock on inflation isn't going to be transitory.

And the Fed's gonna be tracking all of these things and weighing them in the balance.

So I think there's a few things we're gonna be looking for in the days ahead.

So the first one is gonna be the retaliate or

Showing 121–140 of 158 · page 7 of 8