The Eisman Playbook

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


Listen Later

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

      ...more
      View all episodesView all episodes
      Download on the App Store

      The Eisman PlaybookBy Don't Touch My Radio

      • 4.9
      • 4.9
      • 4.9
      • 4.9
      • 4.9

      4.9

      116 ratings


      More shows like The Eisman Playbook

      View all
      CNBC's "Fast Money" by CNBC

      CNBC's "Fast Money"

      1,350 Listeners

      WSJ What’s News by The Wall Street Journal

      WSJ What’s News

      4,339 Listeners

      Odd Lots by Bloomberg

      Odd Lots

      1,932 Listeners

      EconTalk by Russ Roberts

      EconTalk

      4,264 Listeners

      Capital Ideas Podcast by Capital Group

      Capital Ideas Podcast

      282 Listeners

      All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

      All-In with Chamath, Jason, Sacks & Friedberg

      9,927 Listeners

      Halftime Report by CNBC

      Halftime Report

      407 Listeners

      The Rest Is History by Goalhanger

      The Rest Is History

      15,271 Listeners

      RiskReversal Pod by RiskReversal Media

      RiskReversal Pod

      806 Listeners

      Closing Bell by CNBC

      Closing Bell

      156 Listeners

      In Good Company with Nicolai Tangen by Norges Bank Investment Management

      In Good Company with Nicolai Tangen

      183 Listeners

      The Markets by Goldman Sachs

      The Markets

      79 Listeners

      Merryn Talks Money by Bloomberg

      Merryn Talks Money

      48 Listeners

      Unhedged by Financial Times & Pushkin Industries

      Unhedged

      181 Listeners

      The Real Eisman Playbook by Steve Eisman

      The Real Eisman Playbook

      182 Listeners