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Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller

Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller

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 In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves. The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies halt new orders due to rising tariffs, empty shelves and reduced trucking volumes are anticipated, with serious ramifications for employment and various industries. With real-time data and expert analysis, this episode sheds light on the unfolding crisis and its potential long-term effects on the economy. Link to this episode on YouTube: Episode Highlights: 00:00 Introduction to Current Market Conditions 00:46 Welcome to The Eisman Playbook 01:34 Market Volatility and Earnings Week 02:31 Introducing Craig Fuller of Freight Waves 05:26 The Importance of Logistics in the Global Economy 08:07 Impact of US-China Trade Relations 15:14 The Decline in Container Volumes 26:31 The Great Freight Recession 30:06 Impact of Tariffs on US Industries 31:38 US Export Challenges 32:36 China's Trade Restrictions on Boeing 34:54 Impact on US Imports 38:42 Supply Chain Crisis and Economic Impact 41:27 Trucking Industry Slowdown 45:40 Economic Predictions and Market Reactions 53:24 Conclusion and Final Thoughts About my guest, Craig Fuller: Freight Waves website: https://www.freightwaves.com/ Craig on X: https://x.com/FreightAlley Follow Steve Eisman and The Eisman Playbook on social media: X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns TikTok: ⁠⁠⁠https://www.tiktok.com/@eismanplaybook⁠⁠⁠ – Get bite-sized investing wisdom and clips from the show Instagram: ⁠⁠⁠https://www.instagram.com/eismanplaybook⁠⁠⁠– Behind the scenes, quotes, and episode highlights Website: ⁠⁠⁠https://www.eismanplaybook.com⁠⁠⁠ – Full episodes, articles, and more 👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it. Episode Production Credits Producer: ⁠⁠⁠Collier Landry⁠⁠⁠ Producer & Publicity: ⁠⁠⁠Steven Cohen, Next Horizon Media⁠⁠⁠ Post-Production Services by Don’t Touch My Radio Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Learn more about your ad choices. Visit megaphone.fm/adchoices
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