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
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Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
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