Episode Details
Back to Episodes
Are Tariffs the New Inflation?
Season 1
Episode 310
Published 4 months, 3 weeks ago
Description
Stephen Yiu of the Blue Whale Growth Fund joins Andrew Wilkinson to discuss how new tariffs could quietly reignite inflation, even as markets bet on cooling prices. From delayed price effects to sticky consumer costs, Yiu explains why trade tensions might be the next inflation story investors aren’t watching closely enough.