cover of episode What if government data becomes untrustworthy?

What if government data becomes untrustworthy?

2025/6/3
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AI Deep Dive AI Chapters Transcript
People
B
Becky Bingham
C
Corbin Church
H
Hunter Fields
J
John Diamond
L
Laura Veldkamp
L
Leila Asani
N
Nick Dyer
S
Sean Sevier
T
Tadev Eksekbosyan
T
Thomas Goldsby
Topics
Justin Ho: 报道了物流经理人指数显示，由于进口商在特朗普关税政策前囤积商品，仓库利用率一直在增长。 Nick Dyer: 作为Ocotillo Capital Partners的负责人，我表示我的仓库需求量很大，因为现有客户试图在任何新关税出台前将产品运过边境。但由于租期通常为三到五年，客户对租赁更多仓库空间不感兴趣，因为他们对做出这种承诺感到紧张。因此，我暂停了一个新的仓储项目，因为我需要确信租户在我建造完工后仍然会存在。 Thomas Goldsby: 作为田纳西大学诺克斯维尔分校的供应链管理教授，我认为仓库运营商意识到他们可以享受高利用率和低空置率，并让最终的价格变量发挥作用。仓储价格一直在上涨，这将最终转嫁到消费者身上。

Deep Dive

Chapters
This chapter explores the impact of increased tariffs on warehouse utilization and supply chain management. It highlights the growing demand for warehouse space as importers stockpile goods, leading to increased warehousing prices and potential cost increases for consumers. The chapter also discusses the limitations of anecdotal economic data compared to hard data.
  • Increased warehouse utilization due to tariff uncertainty.
  • Growing warehousing prices.
  • Limitations of anecdotal economic data in predicting economic growth.

Shownotes Transcript

The GOP’s budget bill, now at the Senate, includes proposed cuts to federal statistical agencies. That could make government data narrower and less reliable. And when governments fail to put out dependable data? “It ends up being a real drag on the economy,” said economist Laura Veldkamp. Also in this episode: We visit an entrepreneurship hub in Provo, Utah, experts weight the merits of hard and soft data, and warehouses see a usage boom amid tariff uncertainty.

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