A Podcast Conversation featuring Jane Ross and Fred Larsen, Managing Director, Transportation & Logistics Investment Banking at Oppenheimer
Tariff spikes. Legal battles. Freight chaos.
In this episode of Let’s Talk Future™, host Jane Ross is joined by Fred Larsen, Managing Director, Transportation & Logistics Investment Banking at Oppenheimer, for a timely and critical conversation on the current state of U.S. tariff policy and its global consequences.
They unpack the sudden shifts in reciprocal tariffs, complex legal rulings, and the ripple effects reverberating through freight markets, supply chains, and pricing systems. With comparisons to COVID-era disruptions, Fred outlines how companies are reacting, why volatility is spiking in trucking and shipping, and what metrics investors should track over the coming months.
From Section 232 tariffs on steel and semiconductors to the end of de minimis exemptions for small goods, this episode offers clear takeaways for business leaders, investors, and policy watchers navigating uncertain trade dynamics.
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