Tiger BufordYour Orthopedic Industry Expert (free today)

The uncertainty of tariffs on orthopedic industry is a bigger problem than the fees.

4 Apr 2025 · 1 min

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Tiger Buford and Speaker A discuss how tariff uncertainty is destabilizing the orthopedic industry more than the actual fees. Poorly designed tariffs make supply chains unpredictable, and shifting manufacturing to avoid them takes months, creating product shortages. Investors are spooked by the instability.

Chapters

You know, I think that's part of the problem here, right? Is there's so much uncertainty and the supply chains are very complex. And so the effect that this version of tariffs will have or any subsequent version that is dreamed up by the administration, it's that they're not well thought out. They're just kind of scattershot. And so the effect on the supply chain and the companies involved is just unknowable right now. And that's not helpful for capital markets, whether they're public or private.
But aren't most— aren't most implants and instruments built in the US that are consumed in the US?
So, yeah, you're right. You could shift the supply chain, but there's lead times involved with that. So again, it could result in, you know, some hiccups in product availability.