Episode Details
| Title | Supply Chain Expert Breaks Down The Fallout From Trump’s Trade War | Craig Fuller |
|---|---|
| Date | 5/8/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BONDEDWAREHOUSES - Bonded warehouses are seen as a valuable resource for importers, retailers, and e-commerce companies dealing with tariff issues, as they allow for delaying tariff payments until there's demand for the goods.
- “So if you're an importer, if you're a retailer, an ecommerce company, and you are thinking about how do I deal with the tariff issue, because I don't wanna prepay for the tariff before I have demand, bonded warehouses are a great resource.” - Craig (42:43)
- 🟢 $WMT - 🔒
Bearish:
- 🔻 $LOGISTICS - 🔒
- 🔻 $SHOP - 🔒
- 🔻 $SMALLBIZ - 🔒
- 🔻 $OIL - 🔒
- 🔻 $FOOD - 🔒