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Are tariffs coming back—and is the market ready?

The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these developments mean for inflation, volatility, and long-term investing strategy.

In this episode, we discuss:

• Why the expiration of tariff extensions could shake global markets

• How much of the trade disruption is already priced in

• Inflation: transitory spike or structural trend?

• The limits of macro forecasting for long-term investors

• When trend following works—and why it’s different from economic prediction

• What increased access to private equity could mean for everyday investors

• Volatility exposure: smart hedge or expensive distraction?

Follow the Team on X:

Wes Gray, PhD: https://x.com/alphaarchitect

Jack Vogel, PhD: https://x.com/jvogs02

Ryan Kirlin: https://x.com/RyanPKirlin

Jose Ordoñez Jr: https://x.com/JOrdonezJr

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Music License: VFX3P5IRW5LIFQAA

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https://www.alphaarchitect.com/disclosures