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Hello, and welcome to another episode of the Odd Lots podcast. I'm Joe Weisenthal. And
I'm Tracy Alloway.
Tracy, this has come up on the podcast, but one of the things with the tariffs is I still think, for the most part, people are talking about them from, like, a fiscal standpoint, which is, okay, prices are gonna go up. What does that do to inflation? What does that do to sales? What does that do to employment? And less about the potential for, like, actual economic chaos because something isn't getting to somewhere else that it needs to be.
You wanna go more micro instead of the macro?
Yeah. Okay. I'm good with that. We can talk to economists all day, and they all have their estimates, etcetera. But, you know, there's a limit to you know? I
think we should. So one of the things we obviously learned during the pandemic is, like, real things exist in the world, and they have to come from some place where they're made and be shipped over. And if there are disruptions, then those can snowball in quite a big way. And there's one product in particular that I think kind of embodies a lot of what we talk about when it comes to tariffs and manufacturing and disruptions, and that's computers. Right? Totally. And if you look at one of those supply chain graphics for computers, it's just a bunch of lines crisscrossing the world, basically. L
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