NB. I am definitely NOT an expert on the hugely complex area of international trade. So please accept this podcast as just a recap on the various issues over tariffs that I’ve picked up on my fact-finding on the topic.

NB2. I am not making any predictions, and I have no idea how things will pan out!

This is intended as a conversation starter for a discussion on the topic, from a general commentator/investor, not an expert.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit paulypilot.substack.com/subscribe