Trying to invest around tariffs is self-defeating; good businesses adapt to tariff shocks—passing costs on or offsetting them—so sticking to durable companies and first principles lets a portfolio withstand the volatility that political or economic decisions create.
normativepending
Speaker
Grant WilliamsEvidence Quote
“if you are trying to... invest around the tariffs, you're making the world way harder for yourself than you need to.”
Source
Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals Market— CLEAR COMMODITY NETWORKCreated: 6/18/2026, 1:59:07 PM
My Notes
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