The host believes that among the seemingly complex tariff policies, only 10% of the basic tariffs have real long-term impacts, and other higher tariffs are more like a strategy to divert attention. He analyzed the timing of these tariffs, the scope of impact, and the impact on different countries and commodities, such as tariffs on cars, auto parts, computers, and beer, and specifically mentioned the cancellation of tariff exemptions for small packages from Hong Kong, China. The host predicted that these tariffs may lead to increased inflation, capital outflows, and economic problems in the United States, and joked that listeners should stock up on imported beer as soon as possible, suggesting that prices are about to rise.