This week, Kevin and Tom tackle the economic, political, and technological shifts shaking up the wholesale distribution and manufacturing world. From skyrocketing tariffs to volatile markets to the return of onshoring, this episode weaves together sharp insights and real-time headlines to deliver one big takeaway: transformation is happening fast, and those who adapt will thrive.

Even as Kevin battles a flu and Tom busts out a mid-show solo monologue, the duo dives deep into the nuances of U.S.–China trade tensions, the potential military implications of tariff disputes, and the quiet but powerful resurgence of American manufacturing. They also highlight a shift in the sales mindset—from expansion through M&A to growth through untapped customer potential—anchored by a discussion of Tom’s latest article on organic growth.

The episode closes with a look at AI hiring policies, Amazon’s China dependency, and why Walmart may quietly be preparing to dominate B2B distribution.

While this episode features no outside guests, the “regulars” return:

Bob Britton & Scott Leith, frequent contributors from the audience, add real-time industry and financial perspective that elevate the discussion.

Key Takeaways:

AI-driven market activity is reshaping Wall Street—and few are ready for the consequences.

New tariffs are shaking global trade norms; their scope is broader than most businesses anticipated.

U.S. manufacturers are outpacing expectations in their tech adoption and pipeline activity.

Walmart is positioning itself to challenge Amazon in the B2B space, quietly and strategically.

Organic growth is becoming the smarter play for distributors facing uncertain capital markets.

Tariff and trade negotiations could become geopolitical flashpoints—and the market is watching.

Amazon may be vulnerable, as 70% of its marketplace products come from China.

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