# Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing Page: https://stenobird.com/podcast/investtalk-442958/tariffs-are-here-to-stay-how-permanent-trade-barriers-are-reshaping-long-term-investing Text version: https://stenobird.com/podcast/investtalk-442958/tariffs-are-here-to-stay-how-permanent-trade-barriers-are-reshaping-long-term-investing.md Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958) Published: 2026-08-01T00:03:10+00:00 Episode link: http://investtalk.com Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/c83230fe-ef7c-4ee2-b4b3-cf8bb4e2cd9c/stream.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/tariffs-are-here-to-stay-how-permanent-trade-barriers-are-reshaping-long-term-investing Duration seconds: 2705 ## Resource Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal. Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/tariffs-are-here-to-stay-how-permanent-trade-barriers-are-reshaping-long-term-investing/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investtalk-442958/tariffs-are-here-to-stay-how-permanent-trade-barriers-are-reshaping-long-term-investing.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.