PODCAST · business
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains
by Fexingo
Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking
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ABOUT THIS SHOW
Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking
HOSTED BY
Fexingo
CATEGORIES
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