Are Tariffs the New Inflation?

20/10/2025 23 min Temporada 1 Episodio 310
Are Tariffs the New Inflation?

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.