# Tariffs, Inflation, and the Death of Globalization with Alex Krainer, Ep #69

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Text version: https://stenobird.com/podcast/upthinking-finance-5204253/tariffs-inflation-and-the-death-of-globalization-with-alex-krainer-ep-69.md
Podcast: [UPTHINKING FINANCE](https://stenobird.com/podcast/upthinking-finance-5204253)
Published: 2025-04-16T14:00:00+00:00
Episode link: https://upthinking-finance.captivate.fm
Audio file: https://podcasts.captivate.fm/media/3f93c673-4f95-4a56-9554-23303758bf34/UTF069-Final.mp3
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Duration seconds: 2792

## Resource

Upthinking Finance™ is now trademarked It’s a pleasure to welcome back to the show, Mr. Alex Krainer, a highly respected expert in finance and economics. A former hedge fund manager and portfolio manager, Alex is also the founder of I-System Trend Following , an innovative strategy focused on market trends.  He’s authored several books on market dynamics and economic trends, and his insights are in high demand, often featured on podcasts worldwide. Beyond his professional success, Alex is a devoted father of two. Today, we’re excited to have him return to share his expertise and valuable perspective with us again.  You will want to hear this episode if you are interested in... Welcome to Upthinking Finance (00:00) How can tariffs be inflammatory (01:50) Impact of FIAT currency manipulation (05:45) Weak currencies of other countries (09:00) Could tariffs lead to something better? (15:50) Is globalization dead? (23:00) Remove emotion out of investing (35:04) Why you should follow trend investing, now (41:20) How Tariffs Can Be Inflammatory Is it beneficial for commodity-driven inflation? Does a weak dollar mean a better market? Alex shares with us how tariffs can cause inflation because they raise the price of imported goods, and domestic companies often raise their prices because they face less competition. Plus, without cheap imports, the pressure to keep prices low disappears, leading to higher costs overall. He explains that while tariffs could theoretically weaken the dollar and make U.S. exports cheaper, he is skeptical about how much this will benefit the U.S. economy because other major currencies are also weak. He also believes that the real impact will be on commodity prices, potentially leading to inflation and that the broader global economic situat…

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## Transcript

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