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

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.

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