Howard Marks · Wharton School · 21 April 2026

“April 1, President Trump announced, second, announced some massive tariffs, more much more than had been expected, and put them on, and then a week later paused them, and then put some more on and took some off, and and the the market had a negative reaction.”

Listen at the timestamp · See it in context

Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Howard Marks is on record saying.