Podcasts about China trade

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Best podcasts about China trade

Latest podcast episodes about China trade

The Investor Professor Podcast
Ep. 176 - Rare Earth

The Investor Professor Podcast

Play Episode Listen Later Oct 20, 2025 20:43


In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China's 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don't mistake activity for achievement—get your mind right, and let's get to work. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

WSJ Minute Briefing
Stocks Inch Up as China Trade Tensions Ease

WSJ Minute Briefing

Play Episode Listen Later Oct 17, 2025 2:14


Plus: American Express posted higher than expected gains. And Novo Nordisk shares drop after President Trump suggests a lower price for its weight loss drug. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Daybreak: US Edition
US Floats China Trade Truce; Judge Pauses Shutdown Layoffs

Bloomberg Daybreak: US Edition

Play Episode Listen Later Oct 16, 2025 15:40 Transcription Available


On today's podcast:1) President Trump said he authorized the Central Intelligence Agency to take covert action in Venezuela, citing the flow of drugs and illegal migrants into the US. Trump stated that Venezuelan leaders had "emptied their prisons in to the United States of America" and "we have a lot of drugs coming in from Venezuela".2) A federal judge in California froze the Trump administration's latest round of layoffs, saying the move is likely "illegal and in excess of authority." The judge issued a temporary restraining order to block terminations nationwide that were started last week and ordered the administration to provide a full accounting of all employees laid off and planned future layoffs.3) US Treasury Secretary Scott Bessent said the possibility of extending a pause of import duties on Chinese goods for longer than three months exists if China halts its plan for strict new export controls on rare-earth elements. The US and China have agreed to a series of 90-day truces, with the next deadline looming in November, and economists describe the latest moves by both sides as attempts to stack up bargaining chips ahead of a likely leaders’ meeting.See omnystudio.com/listener for privacy information.

Dial P for Procurement
The Soybean Economy: What's at Stake in the U.S.–China Trade Talks

Dial P for Procurement

Play Episode Listen Later Oct 16, 2025 15:30


Global trading of steel, lumber, and rare earth minerals makes our companies and industries and economies work. And yet, right up there with those examples is an agricultural commodity many people don't like and won't eat: soybeans. Soybeans are a huge focus of the trade talks between the U.S. and China, and there is a lot at stake between now and the end of the year, especially for U.S. soybean farmers. China has been actively diversifying their sources of soybeans away from the United States, and they have developed at least two viable alternatives: Brazil and Argentina. The U.S. has less actively (and only lately) started diversifying their customer base for exported soybeans, leaving farmers with a bumper crop and no one to sell it to. In this episode of the Art of Supply podcast, Kelly Barner covers the soybean supply chain and its intersection with geopolitics: Starting with an overview of the global soybean market and how soybean trade is being affected by tariffs Why soybean farmers are upset with the country of Argentina - and the Federal government How the United States actually took soybean production away from China in the 1950s and 1960s, but now stands to lose their place as a prominent global source Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

Halftime Report
The Market Weighs China Trade Tensions 10/15/25

Halftime Report

Play Episode Listen Later Oct 15, 2025 43:20


Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Why Soybeans & Cooking Oil Matter to U.S./China Trade

TD Ameritrade Network

Play Episode Listen Later Oct 15, 2025 7:29


China and U.S. trade tensions have continued into a 2nd straight week, with President Trump threatening a cooking oil embargo. Kevin Green joins Diane King Hall to make sense of the latest tensions taking shape, and what it means for market volatility in general. On the earnings front, KG sees some tailwinds for ASML (ASML), particularly for its smartphone and AI business segments. Meanwhile, Morgan Stanley (MS) topped 3Q estimates by a wide margin, with investment banking growing at an exponential rate. KG says it continues to build on a strong week for the financials group as a whole. For today's session, he's watching 6725 to the upside for the S&P 500 (SPX) with 6640 acting as a potential downside level to monitor.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Navigating the China Trade Amid Tariff Volatility

TD Ameritrade Network

Play Episode Listen Later Oct 15, 2025 6:30


Phillip Wool believes China can stomach more hits from tariffs than the U.S. can. He adds that Chinese markets and its surrounding regions will continue to accelerate, as long as its economy doesn't show substantial slowing. Henry Greene adds to the sentiment by explaining how international investors are funneling money into Hong Kong. However, he expects tariff volatility will complicate the growth picture.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
‘Posturing' Muddies Markets Around U.S./China Trade Negotiations

TD Ameritrade Network

Play Episode Listen Later Oct 14, 2025 9:40


Thierry Wizman thinks the market is clinging to hopes of a U.S./China trade de-escalation by the end of the year. He talks about the possibility of a meeting between Presidents Trump and Xi; however, more than just trade, the U.S. and China are also in the middle of a maritime power struggle. Thierry expects more posturing and volatility ahead in the coming weeks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

California Ag Today
China's Soybean Shift Sends Ripples Through U.S. Agriculture

California Ag Today

Play Episode Listen Later Oct 14, 2025


A sharp decline in U.S. soybean exports to China highlights global trade shifts that could impact farm income far beyond the Midwest.

The A.M. Update
Trump's HISTORIC Morning in Israel? | China Plays Chicken | 10/13/25

The A.M. Update

Play Episode Listen Later Oct 13, 2025 25:38


Aaron McIntire breaks down President Trump's pivotal trip to Israel for a historic hostage transfer, potentially marking a Berlin Wall moment in the Hamas-Israel conflict. China backtracks on aggressive trade moves after Trump's tariff threats, and the government shutdown takes center stage as JD Vance calls out media distractions. Plus, updates on a tragic Tennessee explosion, border security shifts, and a surprising Antifa narrative push from the left.   Trump, Israel, Hamas, China trade, government shutdown, JD Vance, border security, Antifa, Tennessee explosion, Dominion Voting Systems

CNBC's
Stocks Rally As China Trade Fears Diminish… And Bank Results Ready To Go 10/13/25

CNBC's "Fast Money"

Play Episode Listen Later Oct 13, 2025 43:43


Stocks bouncing back after Friday's sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today's rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for the group ahead of tomorrow's reports, and how the financials will stack up when the numbers cross the wires.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ Minute Briefing
Nasdaq Rallies After Trump Eases China Trade Fears

WSJ Minute Briefing

Play Episode Listen Later Oct 13, 2025 2:34


Plus: Broadcom strikes a deal with OpenAI. And Beyond Meat plunges after announcing it will offer new shares. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rob Black and Your Money - Radio
Markets Jump As Concerns Around China Trade Tensions Ease

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 13, 2025 59:31


Stocks surged and rebounding from Friday's sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Nightly Business Report
OpenAI's Latest Deal, China Trade Tiff, and Why Tesla's a “Must-Own” 10/13/25

Nightly Business Report

Play Episode Listen Later Oct 13, 2025 42:58


OpenAI reinforces its AI moat with a Broadcom deal. What's next in America's trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
U.S. and China Trade Tensions, "Dead Cat Bounce" Underway?

TD Ameritrade Network

Play Episode Listen Later Oct 13, 2025 7:02


Kevin Green joins Jenny Horne to begin the week after equity markets dropped in dramatic fashion on Friday. KG says this morning's move could be a "dead cat bounce" until there is any breakout above upside resistance. He discusses the rally taking place in materials stocks as uncertainty mounts between U.S. and China trade relations, especially regarding rare earth minerals and semiconductors. KG dissects current technical trends for equities and commodities, and provides his road map for the busy earnings week ahead.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Rob Black & Your Money
Markets Jump As Concerns Around China Trade Tensions Ease

Rob Black & Your Money

Play Episode Listen Later Oct 13, 2025 59:30


Stocks surged and rebounding from Friday's sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

TD Ameritrade Network
Friday's Final Takeaways: U.S./China Trade Relations Sour, Government Shutdown Continues

TD Ameritrade Network

Play Episode Listen Later Oct 10, 2025 5:04


Jenny Horne and Sam Vadas examine several notable events from Friday's trading session, including a lack of a vote in Congress pertaining to the ongoing government shutdown. But, the biggest item of the day: President Trump's Truth Social post suggesting 'massive' tariff hikes being considered on China.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Nomad Capitalist Audio Experience
Talking with Cyrus Janssen: US-China Trade War, a Multi Polar Economy and the Chinese Idea of Freedom

The Nomad Capitalist Audio Experience

Play Episode Listen Later Sep 27, 2025 39:13


Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ We are joined from the Nomad Capitalist stage by geopolitics expert Cyrus Janssen. Together with our very own Javier Carrea, he sits down for a chat on one of the most important countries in today's global landscape. The red giant, China. From how Chinese citizens define freedom differently from their Western counterparts, to the ongoing Nvidia chip saga and the Trump trade wars, they dive into everything you need to know about what might soon become the biggest economy in the world. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

The John Batchelor Show
1: CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN TAIWAN FRETTING IT IS ABOUT TO BE ABANDONED...... 9-24-25 FIRST HOUR 9-915 Steve Yates of Heritage Foundation discussed concerns that Trump might pause Taiwan weapons sales for a Chinat

The John Batchelor Show

Play Episode Listen Later Sep 25, 2025 7:43


CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN TAIWAN FRETTING IT IS ABOUT TO BE ABANDONED...... 9-24-25 FIRST HOUR 9-915 Steve Yates of Heritage Foundation discussed concerns that Trump might pause Taiwan weapons sales for a Chinatrade deal. He warned against tactical concessions, noting Xi Jinping's historically broken promises regarding militarization. 915-930 Rebecca Grant of Lexington Institute explained China uses gray zone harassment strategy. The US counters by establishing agile defense "nodes" and adapting Army and Marine Corps doctrine to operate from small terrain features. 930-945 Charles Burton criticized Canadian Prime Minister Mark Carney's focus on economic engagement with China. He called Chinese EVs "spy machines on wheels" and noted high youth unemployment drives young people to remote rural areas. 945-1000 Charles Burton criticized Canadian Prime Minister Mark Carney's focus on economic engagement with China. He called Chinese EVs "spy machines on wheels" and noted high youth unemployment drives young people to remote rural areas. SECOND HOUR 10-1015 Andrew McCarthy and Thaddeus McCotter debate Trump's Venezuelan boat strikes. McCarthy questions whether drug boats equal naval attacks, noting drug trafficking is historically a felony, not war. McCotter highlights Congress's desire to avoid difficult votes. 1015-1030 Andrew McCarthy and Thaddeus McCotter debate Trump's Venezuelan boat strikes. McCarthy questions whether drug boats equal naval attacks, noting drug trafficking is historically a felony, not war. McCotter highlights Congress's desire to avoid difficult votes. 1030-1045 Kevin Frazier testified that Congress needs a national vision to manage data center infrastructure and mitigate local impacts. He stressed vulnerable undersea cables are neglected and urged academics to prioritize teaching and public-oriented research. 1045-1100 Kevin Frazier testified that Congress needs a national vision to manage data center infrastructure and mitigate local impacts. He stressed vulnerable undersea cables are neglected and urged academics to prioritize teaching and public-oriented research. THIRD HOUR 1100-1115 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1115-1130 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1130-1145 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1145-1200 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. FOURTH HOUR 12-1215 Simon Constable noted strong year-over-year price increases for aluminum, copper, iron, and steel. He highlighted that 99% of US West Coast seafood samples contained microplastics, calling the situation frightening. 1215-1230 Simon Constable noted strong year-over-year price increases for aluminum, copper, iron, and steel. He highlighted that 99% of US West Coast seafood samples contained microplastics, calling the situation frightening. 1230-1245 Bob Zimmerman reports the FAA approved SpaceX's Starship recovery at Boca Chica. Zimmerman criticized the proposed US Spaceport Act as a $10 million political slush fund that increases red tape. 1245-100 AM Bob Zimmerman reports the FAA approved SpaceX's Starship recovery at Boca Chica. Zimmerman criticized the proposed US Spaceport Act as a $10 million political slush fund that increases red tape.

The John Batchelor Show
Steve Yates of Heritage Foundation WITH GORDON CHANG discussed concerns that Trump might pause Taiwan weapons sales for a Chinatrade deal. He warned against tactical concessions, noting Xi Jinping's historically broken promises regarding militarization.

The John Batchelor Show

Play Episode Listen Later Sep 25, 2025 8:44


Steve Yates of Heritage Foundation WITH GORDON CHANG discussed concerns that Trump might pause Taiwan weapons sales for a Chinatrade deal. He warned against tactical concessions, noting Xi Jinping's historically broken promises regarding militarization. 1925 TAIPEI

Communism Exposed:East and West
Bessent Says US Aircraft Engines, Chemicals Are Bargaining Chips in China Trade Talks

Communism Exposed:East and West

Play Episode Listen Later Sep 25, 2025 4:42


Voice-Over-Text: Pandemic Quotables
Bessent Says US Aircraft Engines, Chemicals Are Bargaining Chips in China Trade Talks

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Sep 25, 2025 4:42


Pandemic Quotables
Bessent Says US Aircraft Engines, Chemicals Are Bargaining Chips in China Trade Talks

Pandemic Quotables

Play Episode Listen Later Sep 25, 2025 4:42


Communism Exposed:East & West(PDF)
Bessent Says US Aircraft Engines, Chemicals Are Bargaining Chips in China Trade Talks

Communism Exposed:East & West(PDF)

Play Episode Listen Later Sep 25, 2025 4:42


HSBC Global Viewpoint: Banking and Markets
Perspectives: China trade – navigating protectionism

HSBC Global Viewpoint: Banking and Markets

Play Episode Listen Later Sep 22, 2025 19:25


Jing Liu, Chief Economist, Greater China, HSBC Global Investment Research, speaks with Professor Xinquan Tu, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics, to explore the evolving dynamics of trade policies, tariff impacts, and the delicate balance between decoupling and collaboration.This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.

African Tech Roundup
April Long of Pyxis: Why serving bulk traders beats saving SMEs in Africa-China trade

African Tech Roundup

Play Episode Listen Later Sep 19, 2025 54:25


Episode overview: April Long spent two years fighting reality. The co-founder and CEO of "Afro-Asia Cross-border payment infrastructure" startup Pyxis was so determined to serve Africa's small merchants - the "bottom of the pyramid" she'd read about in Harvard Business Review - that she nearly bankrupted her fintech ignoring the bulk traders actually driving Africa-China trade. In conversation with Andile Masuku, Long delivers uncomfortable truths about impact theatre versus impact reality. Her journey from receiving President Xi Jinping in Tanzania at 23 to finally accepting who actually moves goods between Africa and China at 35 offers a masterclass in entrepreneurial humility. Key insights: -On impact delusions: "I used to defend, I was like, 'No, no, no, no, no. It's that you don't get to this market.'" Long admits she lived in a bubble, desperately wanting to believe SMEs were ready for direct China trade. The truth? "90% of African trade is still happening in a more traditional way" - through the aggregators she'd dismissed as insufficiently mission-driven. - On the cost of stubbornness: Despite zero demand after six months embedded in Nairobi's wholesale markets, Long refused to pivot. "I was quite stubborn. I was like, no, we have to work with SMEs." The result: burning 90% of her time on unprofitable small traders whilst the 10% spent on bulk traders kept her company alive. - On acceptance as strategy: "The future is not here yet. And we need to build the future by serving who is there currently." Long's breakthrough came from accepting that Chinese trading companies scaling from $0 to IPO in a decade were the real infrastructure of Africa-China trade - not the romantic vision of empowered individual merchants. - On being un-fundable forcing clarity: Without millions to burn on market education, Long had to face reality faster than her funded competitors. "I'm grateful I didn't have money to burn, or else I could have burned myself." Notable moments: 1. The marketplace wake-up call: Walking through Nairobi's famous Gikomba market as a Chinese woman, traders shouted "China, China, what are you selling?" They wanted products, not payment rails. Long built the wrong solution for the right market. 2. The Eric Simanis paradox: The same Harvard Business Review article that inspired her Africa move warned against oversimplifying "bottom of pyramid" markets. Long spent years learning what she'd initially misread. 3. The three Aprils: Long describes fragmenting into Chinese April, Western April, and African April - "these narratives are so vastly different" that keeping them separate became exhausting. Building Pyxis became about reconciling these selves. The aggregator revelation: Long's former Standard Chartered clients - the Chinese trading companies she'd tried to convince to take loans in 2015 - transformed from traders to manufacturers to near-IPO giants in under a decade. They were the real story of Africa-China trade, moving containers whilst she chased individual merchants moving parcels. "These Chinese trading companies making impacts in Africa, making products super affordable... because of the storytelling, they are not recognised." Her role shifted from trying to bypass them to helping them operate more efficiently. The present tense: Long's current focus on settlement infrastructure for bulk traders isn't the sexy SME empowerment story she'd imagined. But with a 12-person team across four countries and actual revenue, she's building what the market needs today whilst preparing for the SME future she still believes will come. Image credit: Pxyis

The Final Bell
China Trade Rumors, Fed Rate Cut, and Early Harvest Yields | Arlan Suderman

The Final Bell

Play Episode Listen Later Sep 17, 2025 13:02


It was another red day across the boards despite some overnight strength. On today's Final Bell, Arlan Suderman of StoneX joins to sort through the market drivers. Key topics include: China talks: Rumors of a Trump trip to Beijing stir overnight optimism, but rare earth minerals—not soybeans—may be the real bargaining chip. Grains: Corn stalls at chart resistance, soybeans pressured by biofuel uncertainty, and wheat weighed down by Black Sea competition. Fed rate cut: Why a 25-basis-point move could still ripple into commodities through the dollar and export competitiveness. Harvest update: Early yield reports are highly mixed—strong in the west, disappointing in the east. Livestock: Cattle trade softens despite surprising firmness in cash. Suderman explains what's really moving the markets and what to watch as trade, policy, and harvest collide.

Communism Exposed:East and West
Europe's Leaders Have Come Under Domestic Pressure to Follow the American Lead on China Trade

Communism Exposed:East and West

Play Episode Listen Later Sep 16, 2025 4:03


Voice-Over-Text: Pandemic Quotables
Europe's Leaders Have Come Under Domestic Pressure to Follow the American Lead on China Trade

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Sep 16, 2025 4:03


WSJ Tech News Briefing
TNB Tech Minute: Trump Hints at TikTok Deal Following U.S.-China Trade Meeting

WSJ Tech News Briefing

Play Episode Listen Later Sep 15, 2025 2:15


Plus: China says Nvidia violated their antitrust law. And Tesla shares jump after Elon Musk makes $1 billion stock purchase. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

MKT Call
China Trade Optimism Lifts Stocks Higher Into FOMC Meeting

MKT Call

Play Episode Listen Later Sep 15, 2025 7:23


MRKT Matrix - Monday, September 15th S&P 500 rises after Trump's positive comments on China trade talks, gain in Tesla (CNBC) Wall Street's ‘Run It Hot' Trade Powers Stock Records (WSJ) Gold Hasn't Rallied This Much Since 1979 (WSJ) Alphabet becomes fourth company to reach $3 trillion market cap (CNBC) The Market's Riskier Than It Used to Be—and Investors Love It (WSJ) Sierra CEO Bret Taylor on why the AI bubble feels like the dotcom boom (The Verge) Tesla shares gain as Elon Musk reveals rare $1 billion stock buy in sign of confidence in EV maker (CNBC) CoreWeave's stock rallies on disclosure of $6.3 billion order from Nvidia (CNBC) Wall Street Raises Alarm on Trump Push to End Quarterly Earnings (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Agweek Podcast
Agweek Market Wrap: Frost reports, China trade and supply and demand topics are top of mind this week

Agweek Podcast

Play Episode Listen Later Sep 12, 2025 8:41


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss news headlines that are moving the markets Friday, Sept. 12, on the Agweek Market Wrap. 

Thoughts on the Market
What's Next for the India-China Trade?

Thoughts on the Market

Play Episode Listen Later Sep 11, 2025 4:25


Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unlock new investment opportunities.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Today – one of the most important economic relationships of our time: India and China. And what the future may hold. It's Thursday, September 11th at 2 pm in Hong Kong.Trade dynamics between India and China are evolving rapidly. They are not just shaping their own futures. They are influencing global supply chains and investment flows. India's trade with China has nearly doubled in the last decade. India's bilateral trade deficit with China is its largest—currently at U.S. $120 billion. On the flip side, China's trade surplus with India is the biggest among all Asian economies. We expect this trade relationship to deepen given economic imperatives. India needs support on tech know-how, capital goods and critical inputs; and China needs to capitalize on growth opportunities in the second largest and fastest growing EM. Let's explore these issues in turn. India needs to integrate itself into the global value chain. And to do that, India needs Foreign Direct Investment from China, much like how China's rise was fueled by Foreign Direct Investment from the U.S., Europe, Japan, and Korea, which brought the technology and expertise. For India, easing restrictions on Chinese FDI could be a game-changer, enabling the transfer of tech know-how and boosting manufacturing competitiveness. Now, China is the world's manufacturing powerhouse. It accounts for more than 40 percent of the global value chain—far ahead of the U.S. at 13 percent and India at just 4 percent. The global goods trade is increasingly focused on products higher up the value chain—think semiconductors, EVs, EV batteries, and solar panels. And China is the top global exporter in six of eight key manufacturing sectors. To put it quite simply, any economy that is looking to increase its participation in global value chains will have to increase its trade with China. For India, this means that it must rely on Chinese imports to meet its increasing demand for capital goods as well as critical inputs that are necessary for its industrialization. In fact, this is already happening. More than half of India's imports from China and Hong Kong are capital goods—i.e. machinery and equipment needed for manufacturing and infrastructure investment. Industrial supplies make [up] another third of the imports, highlighting India's dependence on China for critical inputs. From China's perspective, India is the second largest and fastest-growing emerging market. And with U.S.-China trade tensions persisting, China is diversifying its exports markets, and India represents a significant opportunity. One way Chinese companies can capture this growth opportunity is to invest in and serve the domestic market. Chinese mobile phone companies have already been doing this and whether this can broaden to other sectors will depend on the opening up of India's markets. To sum up, India can leverage on China's strengths in manufacturing and technology while China can utilize India's vast market for exports and investment.However, there's a caveat: geopolitics. While economic imperatives point to deeper trade and investment ties, political developments could slow progress. Investors should watch this space closely and we will keep you updated on key developments. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Growing Harvest Ag Network
AGRI-BIZ - August 31, 2025: ND Soybean Council hosts China trade team, handling stress on the farm, sheep and lamb reproduction tips from NDSU, Syngenta update from Farm Progress

Growing Harvest Ag Network

Play Episode Listen Later Aug 31, 2025 33:40


Rusty Halvorson and Sarah Heinrich share some of the week's top stories in agriculture.See omnystudio.com/listener for privacy information.

China In Focus
U.S.-china Trade Talks: Who Holds the Leverage - China in Focus

China In Focus

Play Episode Listen Later Aug 30, 2025 23:31


00:00 Intro01:03 US-China Trade Talks: Who Holds the Leverage04:45 De Minimis Ends: What It Means for US Shoppers07:09 China Spies on Calls, Texts in Over 80 Countries08:26 DOD Probes Microsoft's China Coders on Military Projects09:21 Texas Bans Foreign Adversaries from Buying Land10:33 Trump Eyes Renaming Pentagon ‘Department of War'13:12 Taiwan Has a Right to Remain Free: Senator15:25 British Aircraft Carrier Docks in Tokyo for Mission15:51 Japan, India Deepen Security Ties to Counter China16:42 China to Stage Military Parade with Sanctioned Leaders18:08 China Fuels War in Burma, Threatens US Security21:39 Alibaba Unveils AI Chip to Compete with Nvidia

RealAgriculture's Podcasts
RealAg Radio: CCA's response, U.S. implications of Canada-China trade dispute, & TS12, Aug 15, 2025

RealAgriculture's Podcasts

Play Episode Listen Later Aug 15, 2025 84:42


Thanks for tuning in to this edition of RealAg Radio! On today’s show, hear from Tyler Fulton, President of the Canadian Cattle Association; plus, host Shaun Haney is joined for the RealAg Issues Panel by Lyndsey Smith and Kelvin Heppner of RealAgriculture, and Tyler McCain of CAPI. They discuss issues including: The Alberta Beef Producers'... Read More

RealAg Radio
RealAg Radio: CCA's response, U.S. implications of Canada-China trade dispute, & TS12, Aug 15, 2025

RealAg Radio

Play Episode Listen Later Aug 15, 2025 84:42


Thanks for tuning in to this edition of RealAg Radio! On today’s show, hear from Tyler Fulton, President of the Canadian Cattle Association; plus, host Shaun Haney is joined for the RealAg Issues Panel by Lyndsey Smith and Kelvin Heppner of RealAgriculture, and Tyler McCain of CAPI. They discuss issues including: The Alberta Beef Producers'... Read More

Ganbei
The U.S.-China Trade Landscape: Dan Harris on Opportunities and Challenges

Ganbei

Play Episode Listen Later Aug 13, 2025 36:48


The U.S.-China Trade Landscape: Dan Harris on Opportunities and ChallengesWelcome to a compelling episode of the Asia Business Podcast, where we have the privilege of diving into the complex world of international trade and business relationships with China. Our special guest, Dan Harris, founding partner at Harris Sliwoski and renowned author of the China Law Blog, brings a wealth of expertise and candid insights into the current trade dynamics and business environment amidst the shifting sands of international relations.Introducing Dan HarrisConnect with DanDan Harris is a distinguished legal expert with extensive experience in navigating the legal landscapes of China and other emerging markets. Known for his prolific contributions to major publications like The Wall Street Journal, The New York Times, and Forbes, Dan is a thought leader whose perspectives are highly valued by businesses operating on the global stage. Drawing from his vast experience, Dan provides an unfiltered view of the challenges and opportunities that come with doing business in China.The Complexities of Tariffs and Trade RelationsIn this episode, we delve into the intricate world of tariffs with Dan Harris. The discussion highlights the unpredictable nature of current trade policies under the administration, particularly with the ongoing tariff tensions between the United States and China. Dan shares his observations on the challenges companies face in managing tariffs and the varying strategies they are employing to navigate these turbulent waters.Despite not being a "tariff person" by trade, Dan has found himself entrenched in the subject due to its pervasive impact on his clients. As tariffs remain a key tool for leveraging international negotiations, Dan elucidates the difficulties in predicting policy outcomes and advises companies to make informed decisions rather than hasty moves that could lead to greater risks.The Reality of Manufacturing ShiftsDan discusses the nuances of shifting manufacturing from China to countries like Cambodia. While some companies are scrambling to escape high tariffs by relocating manufacturing, Dan warns of the complexities and potential pitfalls involved. He illustrates how many companies risk falling into traps of willful ignorance regarding the origins and true nature of their products.Through concrete examples, Dan shows how businesses are reacting to tariffs with varying degrees of success, from opportunistic legal maneuvers to panicked relocations that may not fully alleviate risk. His insights remind us that strategic, informed decision-making is crucial for navigating the ever-evolving landscape of international trade.Business Environment in China: Past and PresentReflecting on the changes in China's business environment, Dan Harris offers a historical perspective on the shifts in regulatory practices and the current state of affairs for foreign companies. While challenges remain, he argues that, in many respects, it has become easier to do business in China with clearer laws and better enforcement against unfair competition.Dan shares how his early optimism about China's market potential evolved over time, highlighting both his successes and misjudgments in this complex arena. Yet, he remains hopeful about China's future, emphasizing the intrinsic dynamism and adaptability of its people and businesses.Final Thoughts on US-China Trade DynamicsThe conversation rounds off with a discussion on the US government's recent decisions in the tech sector, particularly concerning Nvidia's ability to sell chips to China. Dan underscores the importance of clear policies and consistent application of rules, not only to foster better business environments but to maintain a stable international order.This episode, rich with firsthand insights from Dan Harris, provides valuable lessons for anyone involved in or considering entry into the Chinese market. His experienced perspective offers both caution and optimism for navigating the current trade landscape.Thank you for tuning in to this insightful episode. If you wish to explore more about international trade strategies or seek guidance in navigating complex markets like China, consider reaching out to experts like Dan Harris and staying informed through platforms like the China Law Blog.Timestamps00:00 Introduction and Today's Topics00:39 Meet the Co-Host: Chris01:04 Introducing Dan Harris01:46 Dan's Impact on Business in China03:07 Discussion on Tariffs and Trade05:55 Client Reactions to Tariffs08:43 Legal and Ethical Considerations12:07 Strategies to Mitigate Tariff Impact22:00 Transition to Business Environment in China22:26 US-China Tech Relations25:58 Dan's Perspective on China32:00 Business Trends in China34:39 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts

The Lynda Steele Show
New 75.8% tariff escalates Canada-China trade tensions

The Lynda Steele Show

Play Episode Listen Later Aug 13, 2025 50:53


China hits Canadian canola with 75.8% anti-dumping tariff, raising stakes in ongoing trade dispute (0:45) Guest: Mackenzie Gray, Global News Ottawa correspondent As U.S. auto exports sink, could car prices soon skyrocket? (10:21) Guest: Jeremy Cato, Automotive Journalist at CatoCarGuy.com From swiping to sidetracked: Social media and the vanishing attention span (21:22) Guest: Dr. Emma Duerden, Associate Professor at Western University's Faculty of Education, and Canada Research Chair in Neuroscience and Learning Disorders Cowichan land claim ruling and the future of property rights in B.C. (33:09) Guest: Richard Zussman, Global B.C. Legislative Bureau reporter Learn more about your ad choices. Visit megaphone.fm/adchoices

Wake Up to Money
Trump extends China trade truce

Wake Up to Money

Play Episode Listen Later Aug 12, 2025 52:35


Midnight last night was the deadline Donald Trump had set for China to reach a deal over trade tariffs. But just hours before it expired the US president extended it again – for another 90 days. We speak to one US business feeling the sharp end of import duties. In a busy week for the US President, Sean Farrington talks Russian sanctions and whether they can actually work. And how much money are Crystal Palace likely to lose as a result of their demotion to the third tier of European football, the Conference League?

Bloomberg Daybreak: Asia Edition
Trump Extends China Trade Truce for 90 Days

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Aug 12, 2025 20:34 Transcription Available


US President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world's two largest economies. Trump signed an order extending the truce through November 10th, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. China said it too would extend its own suspension for a further 90 days. Meanwhile, Nvidia and Advanced Micro Devices have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual, legally questionable deal that reflects the Trump administration's willingness to soften export controls in exchange for financial payouts. We discuss the day's developments with Derek Wallbank, Senior US Economy and Government Editor for Bloomberg News. Plus - Wall Street refrained from making big bets ahead of a key inflation report, with stocks losing steam after climbing to the brink of all-time highs. With the earnings season almost done, investors are turning to economic data for clues on whether the Federal Reserve will be able cut rates in September. Data due Tuesday is forecast to show US consumers saw a slight pickup in inflation as retailers gradually raised prices on a variety of items subject to higher import duties. We break down the potential market implications with Joy Yang, Head of Product Management at MarketVector Indexes.See omnystudio.com/listener for privacy information.

Liberty Nation with Tim Donner
China Faces the Future

Liberty Nation with Tim Donner

Play Episode Listen Later Aug 8, 2025 39:51 Transcription Available


Seg 1 – The Japanification of ChinaSeg 2 – China Trade and the AI Space RaceSeg 3 – China MIA?Seg 4 – A Precarious Future for Taiwan

Valuetainment
"Trump Is The GREAT Equalizer" - Howard Lutnick PRAISES Trump's UNSTOPPABLE China Trade Deals

Valuetainment

Play Episode Listen Later Aug 4, 2025 12:46


Trump's global trade deals are expected to wrap up by Friday, with China taking longer. The PBD crew reacts to Howard Lutnick's bold claim, Trump's demand for open markets, and how his no-more-free-buffet mindset could reset global trade rules.

Bloomberg News Now
July 29, 2025: Tsunami Alerts Triggered, Bessent on China Trade Talks, More

Bloomberg News Now

Play Episode Listen Later Jul 30, 2025 5:58 Transcription Available


Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Trader Merlin
China Trade Problems - 07/29/25

Trader Merlin

Play Episode Listen Later Jul 29, 2025 47:24


Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin What We're Covering Today:

TD Ameritrade Network
U.S. and China Trade Talks, Tariffs Latest and UPS Earnings Miss

TD Ameritrade Network

Play Episode Listen Later Jul 29, 2025 8:47


Trade negotiations overseas continue to draw focus for investors and traders alike, says Sam Vadas. U.S. and China officials have continued talks in Stockholm as the 2 largest economies look to come to a deal ahead of a self-imposed Aug. 12 deadline. Meanwhile, Sam maps out the market reaction to the U.S. and E.U. trade agreement and what it means to global trade as Aug. 1 approaches. Later, she looks into UPS Inc. (UPS) earnings after an earnings miss.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Up First
Scene From Vatican City, Life Of Pope Leo XIV, China Trade Talks

Up First

Play Episode Listen Later May 9, 2025 13:23


People traveled to the Vatican from all over the world to witness the election of a new pope. What more do we know about the life of the Chicago-born pontiff who also holds Peruvian citizenship? Also, negotiators from the US and China will meet this weekend in Switzerland for talks about the trade war between the two countries.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Daniel Burke, Ryland Barton, Padmananda Rama, Janaya Williams and Alice Woelfle. It was produced by Kaity Kline, Nia Dumas and Christopher Thomas. We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Executive Producer is Jay Shaylor. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy