STAGING ENVIRONMENT - test-wp.daloopa.com

Listen on

You can’t model what you don’t understand

Episode Intro:

In this episode, Thomas Li welcomes back investor and portfolio manager Josh Burwick to unpack the renewed focus on tariffs following Trump’s declaration of April 2nd as “Liberation Day.” They explore why tariffs hit companies unevenly—especially those in autos and IT hardware—and how uncertainty around supply chains, manufacturing shifts, and geopolitical exposure is sending shockwaves through the market.

Josh shares first-hand experience navigating tariffs as a former CFO, while Thomas breaks down why traditional models aren’t built to account for geographic revenue or fixed asset exposure—and why that needs to change fast. The conversation covers:

29 Minutes

Most Recent Episodes

Most recent episodes
Beyond the Model: AI, Excel, and the New Operating System of Finance
Building the Analyst’s AI Stack: Inside Anthropic x Daloopa
Reviving Starbucks: Leadership, Challenges, and Strategies
Inside UnitedHealth: What Went Wrong – and What Comes Next
Tariffs: Sector Impacts and Strategies
You can’t model what you don’t understand
Building Relationships in Equity Research: Tips from the Sell-Side with Richard Toad
Understanding Secular Winners with the author of MBI Deep Dives
The Art of the Short: Strategies and Ethics with Edwin Dorsey