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Guy Spier

What Guy Spier thinks about tariffs

@guy-spier · 10 positions · 0 changes of mind

Zurich-based value investor who ran the Aquamarine Fund from 1997 to 2025 and wrote The Education of a Value Investor. He hosts the VALUEx gathering in Klosters and publishes a podcast and newsletter.

Everything they publish, on ppll ↗

Guy Spier did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

2 dated positions, 2025, in their own words. Our reading of what Guy Spier has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

  1. Our readingTariff announcements function as political theater and can be reversed as easily as they were imposed.

    Their wordsThe tariffs create political headlines that distract. But just as they can be easily announced, they can just as easily be changed or removed.

    ↗The Trump Tariffsguyspier.com 1st of 2 in this piece

  3. Our readingA trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off.

    Their wordsThere is everything to play for, and we can still all come out better off.

    ↗The Trump Tariffsguyspier.com 2nd of 2 in this piece