Listen "Are Tariffs the New Inflation?"
Episode Synopsis
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.
More episodes of the podcast IBKR Podcasts
Are We Ready for a Billion Robots?
16/10/2025
Is the Bubble Learning How to Code?
15/10/2025
Can You Really Trade on the Future?
08/10/2025
Make Subsidies Great Again?
06/10/2025
Is AI About to Blow a Fuse?
25/09/2025
Is Volatility Playing Hide-and-Seek?
24/09/2025