Podcasts about tariffs

Tax on the import and export of goods

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    Future Commerce  - A Retail Strategy Podcast
    Inside Lululemon's Resale Engine

    Future Commerce - A Retail Strategy Podcast

    Play Episode Listen Later Jun 17, 2026 48:26


    Resale is forcing brands to rethink product design, pricing, and customer acquisition from the ground up. Ryan Rowe (Archive) and Alison Buchanan (Lululemon) join Brian and Alicia to unpack how lululemon's Like New evolved from a sustainability pilot into a meaningful commercial channel. We unpack messy reverse logistics, the AI agents now quietly running warehouse decisions, and the organizational vision required to make circular commerce work across a vertically structured enterprise. When the Future of Commerce Is Circular, Every Brand Is A Secondhand Brand Key takeaways: Resale has shifted from a sustainability gesture to a commercial channel with P&L accountability. Branded resale wins where third-party marketplaces can't: data integrity, trust, and brand language. Like New must operate to tackle a fundamentally different eCommerce problem — one-of-one inventory breaks mainline systems. AI is moving from assisting warehouse operators to serving as autonomous agents that optimize pricing and routing. Circular commerce is an acquisition engine; roughly half of resale shoppers are new to the lululemon brand. Key quotes: [02:41] "It's a very technical problem. It's a large-scale platform problem that touches virtually every piece of a brand's business." — Ryan Rowe [06:12] "Commerce is, is obviously just a space that we are starting to realize is a strong commercial lever… Like New for our business is really sitting at this intersection of business and impact." — Alison Buchanan [08:40] "Resale of lululemon was happening at scale already all around us. And it was either let it happen without us… or uphold our brand standards." — Alison Buchanan [26:26] "A lot of customers are actually trying brands for the first time with a used item… because it's a way for them to test things like fit and material and quality at a much lower barrier to entry." — Ryan Rowe In-Show Mentions: Archive Like New by Lululemon Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Simply Tax
    Episode 28: What's Happening With Tariffs

    Simply Tax

    Play Episode Listen Later Jun 16, 2026 15:40 Transcription Available


    This week on Tackling Tax, we'll take a closer look at tariffs and what you should be doing. On this episode, we'll focus on the ever-evolving topic of tariffs and what you should consider. Iris Laws and Michael Cornett with our Washington National Tax Office will share their insights.

    The Investing Podcast
    EU Approves US Trade Deal at 15% Tariffs, BOJ Hikes Without Ueda + Andrew on Elon | June 16, 2026 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Jun 16, 2026 21:17


    Andrew and Ben discuss the BOJ hiking rates 25bps to 1% without Governor Ueda and signaling more hikes ahead despite a 250% debt/GDP ratio, the European Parliament ratifying the US-EU trade deal 440-151 with 15% tariffs on most EU goods and preferential access for US farm produce, the Huntsman-Olin merger creating OlinHuntsman with $400 million in synergies, and growing skepticism around the Iran deal as bonds refuse to buy in and disagreements remain over Hormuz tolls, the nuclear timeline, and Israel's posture on Lebanon.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

    The Trade Guys
    Customs Enforcement and Section 232 and 301 Tariffs

    The Trade Guys

    Play Episode Listen Later Jun 15, 2026 35:07


    On this episode, the Trade Guys unpack the latest White House executive order on customs enforcement. They also give an update on the Trump administration's use of Section 232 and Section 301 as tools in its broader tariff strategy.

    Openwork: Inside the Watch Industry
    Tariffs on the Rise (Again) – New Justifications, Higher Rates – Episode 85

    Openwork: Inside the Watch Industry

    Play Episode Listen Later Jun 15, 2026 45:37 Transcription Available


    Gabe heads to Las Vegas for one of the largest trade shows in the watch and jewelry world — a B2B behemoth that's quietly making a bigger play for watches than ever before. He breaks down what the show gets right, where it falls short of the events collectors actually obsess over, and the one brand on the floor that genuinely stopped him in his tracks across every price point imaginable. Then the conversation turns to the topic everyone assumed was behind us. Tariffs didn't go away — they just changed costume. Gabe and Asher trace the legal shell game playing out right now: what got struck down, the new justifications being rolled out to take its place, and the deadline this summer that could send rates climbing all over again. If you thought the worst was over, this is the segment to hear. Underneath the legal maneuvering are some genuinely serious accusations being leveled at brands the guys know personally — claims they can say, with absolute certainty, simply aren't true. It's a conversation about what's being said versus what's real, what it means for prices and the collectors who love this hobby, and why there's still far more to look forward to than to fear. Openwork is a weekly podcast about how the watch industry actually works. An unfiltered look behind the scenes — no press releases, no hype, and no sponsored takes. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology. Available on Apple Podcasts, Spotify, YouTube Music, or wherever you get your podcasts. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

    Engadget
    Fox is buying Roku for $22 billion, Trump threatened a 100 percent tariff on French wine over the country's tech tax, and the UK will ban social media for children under 16

    Engadget

    Play Episode Listen Later Jun 15, 2026 6:50


    -The Fox Corporation announced it will be acquiring Roku, best known for its streaming device ecosystem for about $22 billion for Roku, or $160 per share. -Ahead of the G7 conference in France, Donald Trump is once again threatening massive tariffs on France if it doesn't remove its three percent digital tax on US tech companies. -The UK is banning young people under 16 from social media platforms like TikTok and Instagram. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Business daily
    Trump threatens 100% tariffs on French wines

    Business daily

    Play Episode Listen Later Jun 15, 2026 6:37


    Ahead of his arrival in the French Alps for a G7 summit, US President Donald Trump said in a media interview that the US had "no choice" but to impose 100 percent tariffs on French wines if Paris didn't scrap its digital services tax on tech firms. French President Emmanuel Macron has already ruled out dropping the tax, which brings hundreds of millions of euros into state coffers annually. We take a closer look.

    The Tech M&A Podcast
    Episode 105: Why Tech M&A Is Stronger Than the Headlines Suggest | CEO's Desk

    The Tech M&A Podcast

    Play Episode Listen Later Jun 12, 2026 4:13


    Tariffs, rate concerns, geopolitical uncertainty — the headlines make it easy to wonder whether now is the right time to sell your software company. Corum Group CEO [Name] breaks down the actual data behind tech M&A valuations over the last decade, and the picture is more compelling than most CEOs realize.   With the Dow at 50,000, stable multiples across all six tech sectors, and over $6 trillion in capital available for tech acquisitions, the fundamentals have never been stronger. If you're asking yourself whether to wait — this video is for you.   Subscribe for weekly Tech M&A insights from Corum Group. Join a Corum Tech M&A Educational Event: https://www.corumgroup.com/events Learn more: https://www.corumgroup.com/   Key takeaways: The Dow crossing 50,000 reflects a decade of compounding resilience — not a bubble — and strong capital markets fuel M&A activity. Tech M&A valuations have been remarkably stable over the last 10 years when you strip out the anomalous 2020–2021 pandemic spike. A normalized, mature market is a functional one — it's a better environment for getting deals done than a frothy one. The buyer pool has expanded significantly — Corum is actively tracking over 19,000 potential acquirers across six tech sectors. There is over $6 trillion in available capital waiting to be deployed into tech acquisitions and investment. The demand side of the tech M&A market isn't weakening — it's deepening. For CEOs weighing whether to wait, the data suggests the opportunity right now is as strong as it has ever been.   Chapter: 0:00 Introduction — cutting through the noise 0:24 The Dow at 50,000 — what it means for M&A 0:55 Should you wait to sell? 10 years of valuation data 1:41 Why a normalized market is actually good for deals 2:00 The expanding buyer pool — 19,000+ active acquirers 2:33 $6 trillion in dry powder waiting to be deployed 2:42 The bottom line — why now is the moment to act  

    WFYI News Now
    Faith over fear event, IMPD safety message, Indiana farmer tariffs, Ryan White sculpture, Lowrider summer tour

    WFYI News Now

    Play Episode Listen Later Jun 12, 2026 9:13


    It's Friday, June 12. Here are today's top stories around Central Indiana. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org and follow us on social media to get local news every day. WFYI News Now is hosted by Barb Anguiano and produced by Zach Bundy. Subscribe wherever you get your podcasts.

    Autoline Daily - Video
    AD #4317 - U.S. Tariffs Cost Japanese Automakers Billions; VW To Cut 28,000 German Jobs By 2030; Peugeot Launches All-Electric E-208 GTI

    Autoline Daily - Video

    Play Episode Listen Later Jun 12, 2026 10:00


    - EU Automakers Demand Stronger "Made in Europe" Rules - Volkswagen To Cut 28,000 German Jobs By 2030 - Tesla Earns FSD Approval in Belgium - U.S. Tariffs Cost Japanese Automakers Billions in Losses - Renault Twingo EV Fleets Monitor Urban Infrastructure - Ford Explorer Sales Surge as Smaller SUVs Dropped - Waymo Launches Monthly Robotaxi Subscription - Xiaomi Expands into Extended Range Electrics - Peugeot Launches All-Electric E-208 GTI Hot-Hatch - Should Automakers Share a Common Skateboard Design?

    Autoline Daily
    AD #4317 - U.S. Tariffs Cost Japanese Automakers Billions; VW To Cut 28,000 German Jobs By 2030; Peugeot Launches All-Electric E-208 GTI

    Autoline Daily

    Play Episode Listen Later Jun 12, 2026 9:45 Transcription Available


    - EU Automakers Demand Stronger "Made in Europe" Rules - Volkswagen To Cut 28,000 German Jobs By 2030 - Tesla Earns FSD Approval in Belgium - U.S. Tariffs Cost Japanese Automakers Billions in Losses - Renault Twingo EV Fleets Monitor Urban Infrastructure - Ford Explorer Sales Surge as Smaller SUVs Dropped - Waymo Launches Monthly Robotaxi Subscription - Xiaomi Expands into Extended Range Electrics - Peugeot Launches All-Electric E-208 GTI Hot-Hatch - Should Automakers Share a Common Skateboard Design?

    The Big Story
    Big Headlines: Carney's looking for new partnerships in the City of Love and the World Cup kicks off in Canada

    The Big Story

    Play Episode Listen Later Jun 12, 2026 7:14


    Plus: Trump is declaring the Iran war over despite a different narrative from Iran, Alberta is appealing a judge's decision to throw out a petition that's asking whether it should leave Canada, a Florida man sues several law enforcement agencies after an AI mistake, the White House-UFC event continues preparations for this weekend, and the World Cup is officially here. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca  Or @thebigstory.bsky.social on Bluesky

    CTV Power Play Podcast
    Power Play #2239: Liberals table bill on forced labour following U.S. tariff threat

    CTV Power Play Podcast

    Play Episode Listen Later Jun 12, 2026 47:59


    CTV News Senior Political Correspondent Mike Le Couteur; Conservative Foreign Affairs Critic Michael Chong; Canada Post spokesperson Jon Hamilton; The Front Bench panel with Sabrina Grover, Melanie Paradis, Karl Bélanger and Nojoud Al Mallees.

    The SupplyChainBrain Podcast
    The Tariff Conundrum for Supply Chains: Pass Along, or Absorb?

    The SupplyChainBrain Podcast

    Play Episode Listen Later Jun 12, 2026 19:41


    When tariffs are slapped on supply chains, who pays the tab?

    No BS News Hour with Charlie LeDuff

    No BS Newshour Episode #421GARBAGEVIRAL: The story behind the violent assault at Potbelly. He's the same a-hole I tackled 10 years ago for mugging my friend. ANOTHER Whitmer fail: Neither of us knew he was released.O Canada! We're not your dumping ground. Tariff the trash!See You Next Tuesday: Dopey Dana celebrates elder abuse.Big Data Bensons: Moonlighting as the grand dragon of the KKK? What's the silk count on those robes, Madam?#MeToo Taryn: Former Fox 2 no-talent Taryn Asher's career in ashes. The petulant former personality drops an anchor on her own head. ⁠NBN on YouTube⁠⁠: https://www.youtube.com/@NoBSNewshourNBN on iTunes⁠⁠: https://podcasts.apple.com/us/podcast/no-bs-newshour-with-charlie-leduff/id1754976617NBN on Spotify⁠⁠: https://open.spotify.com/show/0qMLWg6goiLQCRom8QNndC⁠⁠Like NBN on Facebook⁠⁠:  https://www.facebook.com/LeDuffCharlie⁠⁠Follow to NBN on Twitter : https://x.com/charlieleduff Sponsored by American Coney Island, Pinnacle Wealth Strategies, and XG Service Group

    Two Minutes in Trade
    Two Minutes in Trade - The Clock Is Ticking on Pharma's Section 232 Tariff Break

    Two Minutes in Trade

    Play Episode Listen Later Jun 11, 2026 3:19


    No dilly-dallying around if you want reduced sutures on your drugs. Applications to lower 100% tariffs are due tomorrow. Listen for more on Two Minutes in Trade. 

    The Big Story
    Big Headlines: Police across Canada mourn the loss of a Toronto officer and Trump threatens to "hit Iran very hard tonight"

    The Big Story

    Play Episode Listen Later Jun 11, 2026 6:57


    Plus: the Gordie Howe bridge opening hits another speedbump, protests continue in Belfast, the World Cup kicks off today in Mexico, and how drones are playing a key role in the Russian invasion of Ukraine. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca  Or @thebigstory.bsky.social on Bluesky

    The Woodpreneur Podcast
    Mike McGarry, Urban Lumber

    The Woodpreneur Podcast

    Play Episode Listen Later Jun 11, 2026 39:11


    In this episode of the Woodpreneur Podcast, host Jennifer Alger welcomes back returning guest Mike McGarry of Urban Lumber in Winnipeg, Manitoba, Canada. What started as a one-man pilot project to prove to three levels of government that diseased urban trees could be safely salvaged has grown into what may be one of the largest urban tree recycling and hardwood production operations in the country, processing three to four thousand trees per year with a team of eleven employees. Mike walks through the early days of navigating government roadblocks, building chain of custody tracking, and developing disease mitigation protocols for working with Dutch elm disease wood. He explains how the elm bark beetle carries the fungal spores, why getting the bark off within five days is critical, and how Winnipeg's brutal winters actually work in his favor. The conversation shifts to how Urban Lumber evolved from a sawmill operation selling raw lumber into a fully vertically integrated company. Today, ninety percent of the lumber they produce stays in-house for custom furniture, architectural millwork, boardroom tables, and floating shelves sold online across Canada. Mike talks about the equipment upgrades that made this possible, including a modified Wood-Mizer LT40 extended to handle massive urban logs and an iDry Turbo vacuum kiln that finally solved the challenge of drying American elm without excessive degradation. Jennifer and Mike also dig into the business side: why your next hire should be a dedicated marketing person, how to build a company culture that keeps people around, the economics of smaller bandsaw blades when you're hitting metal every day, and why staying nimble keeps Urban Lumber insulated from market volatility. They close with a candid conversation about the economic climate between Canada and the US, cross-border tariffs on blade prices and shipping, and shifting species trends from maple to walnut to white oak. Chapters 00:00 The Origin Story: From Forestry Student to Urban Lumber Founder 02:29 Government Roadblocks and the Pilot Project 04:19 Disease Mitigation: Dutch Elm, Bark Beetles, and Chain of Custody 08:03 Scaling Up: Equipment, Employees, and Closing the Waste Loop 13:46 Kiln Drying Breakthroughs with the iDry Turbo 15:05 From Sawmill to Fully Vertically Integrated Operation 19:01 Custom Furniture, Architectural Millwork, and the Shaper Origin 21:04 Building a Team and Keeping the Culture 25:20 Marketing, Inventory, and the Business of Running It All 29:01 AI in the Shop: Time Savings and Cautionary Tales 30:56 What Keeps Mike Coming Back Every Morning 33:15 Economic Fears, Tariffs, and Staying Nimble 35:38 Species Trends: Elm, White Oak, and Shipping Challenges The Woodpreneur Podcast brings stories of woodworkers, makers, and entrepreneurs turning their passion for wood into successful businesses - from inspiration to education to actionable advice. Hosted by Steve Larosiliere and Jennifer Alger  For blog posts and updates: woodpreneur.com See how we helped woodworkers, furniture-makers, millwork and lumber businesses grow to the next level: woodpreneurnetwork.com Empowering woodpreneurs and building companies to grow and scale: buildergrowth.io Connect with us at:  Instagram: https://www.instagram.com/sawmillsnearme/ Facebook: https://www.facebook.com/woodpreneurnetwork/ Join Our Facebook Group! https://www.facebook.com/groups/woodpreneurnetwork Join our newsletter: https://substack.com/@woodpreneurnetwork You can connect with Mike at: https://www.urban-lumber.ca/ https://www.instagram.com/urban_lumber_mb/ https://www.linkedin.com/in/mike-mcgarry-967152166?originalSubdomain=ca

    Watchdog on Wall Street
    The Tariff Tax Nobody Wants to Admit

    Watchdog on Wall Street

    Play Episode Listen Later Jun 11, 2026 3:46 Transcription Available


    LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  As the White House moves toward a broad 10% tariff strategy, Chris argues the real cost will be borne by American consumers. He breaks down the administration's evolving tariff policy, the confusion surrounding trade deficits, and why tariffs function more like a tax increase than a penalty on foreign countries.

    Future Commerce  - A Retail Strategy Podcast
    The Machine Ate the Storefront, PayPal Mapped the Collapse

    Future Commerce - A Retail Strategy Podcast

    Play Episode Listen Later Jun 10, 2026 20:54


    Dr. Mark Grether, SVP and General Manager of PayPal Ads, joins Phillip from PayPal's Manhattan offices to argue that the merchant storefront is migrating off owned websites and into LLMs. This may make the mechanics of customer experience and loyalty a bit murky, but Mark explains how PayPal's "transaction graph,”  built on real purchases across 30 million merchants and 400 million consumers, acts as the deterministic identity layer that the post-cookie ad world has been missing.  We also cover the evolving world of commerce media, from zero-click commerce and CTV attribution to PayPal Ads' newest product, Storefront Ads, which transforms the creative into the checkout.  The Cart Cartographer Key takeaways: Consumers now start product discovery on LLMs, not search engines or merchant sites. PayPal's transaction graph spans 30M merchants and 400M consumers, representing real purchases, not just clicks. Deterministic payment identity beats cookies and probabilistic IDs for cross-channel attribution. Storefront Ads turn any ad into a one-click, pre-populated checkout. Creators run two businesses: generating consumer data, then monetizing it. [00:04:03] "We're not just seeing behavior, we're actually seeing the real transactions. We know what people are purchasing — not whether they search for something or browse for something. We actually see what they are buying." – Mark Grether [00:11:00] "The trick about our identity is it was built from a finance perspective, meaning I need to understand that you are you and not your twin brother. Our identity has to clear a much higher bar compared to probabilistic IDs or cookies." – Mark Grether [00:13:40] "The idea of Storefront Ads is that the creative itself becomes the shop. You're getting exposed to the sneakers, and with one click, you can actually make the purchase. We already know who you are, we know your bank account, we know your address — everything is pre-populated. From a consumer perspective, it becomes super easy to finish a transaction." In-Show Mentions: PayPal's Storefront Ads Learn more about PayPal Ads Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    America's Commercial Real Estate Show
    Is Industrial Still CRE's Darling? Tariffs, Reshoring, and the Data Center Boom

    America's Commercial Real Estate Show

    Play Episode Listen Later Jun 10, 2026 23:02


    Is industrial real estate still the top-performing CRE sector?

    The John Batchelor Show
    S8 Ep983: Gordon Chang and Alan Tonelson review the re-imposition of U.S. tariffs on China following a Supreme Court ruling. They discuss specific trade laws, forced labor bans, and the public's perception of trade wars. (11)

    The John Batchelor Show

    Play Episode Listen Later Jun 9, 2026 10:16


    Gordon Chang and Alan Tonelson review the re-imposition of U.S. tariffs on China following a Supreme Court ruling. They discuss specific trade laws, forced labor bans, and the public's perception of trade wars. (11)1936 CAPETOWN

    Columbia Energy Exchange
    Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now

    Columbia Energy Exchange

    Play Episode Listen Later Jun 9, 2026 50:47


    The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of climate change caused by greenhouse gas emissions. But major roadblocks have emerged over the past 18 months. US support for some forms of clean energy was revoked. And rising energy costs, due in part to an urgent call for data center build-out, have made affordability a priority for many stakeholders. The challenge is truly daunting. Despite significant clean energy investments, some 80 percent of the world's energy is still derived from fossil fuels. Tariffs and supply disruptions have made clean energy infrastructure harder to build. So what does all of this mean for the speed and scale of the energy transition? How are businesses navigating so much instability when billions of dollars and decades-long infrastructure commitments are at stake? And what does this all say about whether the global energy system can ever be clean, accessible, and affordable? Today on the show, Bill Loveless speaks with Jessica Uhl about the challenges of and opportunities for making energy abundant, accessible, and clean.  Jessica has held senior leadership roles in upstream oil and gas, renewables, and power technology, including serving as CFO of Shell and later as president of GE Vernova. Jessica is now a senior advisor with the Three Cairns Group, an investment and philanthropic firm focused on the climate crisis. She also serves on a number of boards, including the executive and advisory boards at the Center on Global Energy Policy.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

    The Trade Guys
    China's Retaliatory Tariffs, Section 301 Authorities, and Tariff Refund Litigation

    The Trade Guys

    Play Episode Listen Later Jun 9, 2026 31:32


    On this episode of the Trade Guys, Bill and Scott discuss the impacts of Chinese retaliatory tariffs on U.S. agricultural and other trade, the Trump administration's continued efforts to implement Section 301 tariffs, and the ongoing tariff refund litigation.

    Two Minutes in Trade
    Two Minutes in Trade - U.S.-China Board of Trade Opens Door to Tariff Relief Comments

    Two Minutes in Trade

    Play Episode Listen Later Jun 9, 2026 3:21


    Will the new "US-China Board of Trade" be a new framework or the same-old, same-old?  Listen for more on Two Minutes in Trade. 

    Strategic Alternatives
    Big-value deals set the pace in healthcare M&A

    Strategic Alternatives

    Play Episode Listen Later Jun 9, 2026 31:58


    Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.

    Pathfinders in Biopharma
    Big-value deals set the pace in healthcare M&A

    Pathfinders in Biopharma

    Play Episode Listen Later Jun 9, 2026 32:15


    Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.

    Connect & Collaborate
    Global Trade This Week – Episode 246

    Connect & Collaborate

    Play Episode Listen Later Jun 9, 2026 24:40


    What's going on in Global Trade this Week? Today Pete Mento and Doug Draper cover: 1:00 -IEEPA, CAPE, and Chaos with Refunds 6:34 - Halftime 15:47 -Forced Labor as a Basis for 301 Tariffs 20:55 -To Peak or Not to Peak   https://www.youtube.com/watch?v=iBbdx3yCHsI www.capwwide.com/international-insights/6/9/26/gttw-podcast-episode-246  

    Radio Stone Update
    New Brazil Tariff Could Include Natural Stone

    Radio Stone Update

    Play Episode Listen Later Jun 9, 2026 13:12 Transcription Available


    Send us Fan Mail00:00 Brought to You by Quantra00:22 Intro00:32 Brazil Stone May Face New Tariff02:21 A Word from Quantra 03:34 1st Quarter Hard-Surface Imports Down06:26 U.K. House of Commons Debates Silicosis08:33 ISFA Regional Summit in Seattle09:36 Speakers Sought for ISFA Annual Conference10:49 Cambria Rec Center Opens12:28 Outro14:55 Brought to You by QuantraRadio Stone Update is presented on the second and fourth Wednesdays every month at 9 a.m. everywhere on Earth with the latest news and insights in hard surfaces. Check our archives at www.radiostoneupdate.com.

    Tax Chats
    Benjamin Jaros on Colonial Tobacco Tariffs

    Tax Chats

    Play Episode Listen Later Jun 8, 2026 28:27


    Send us Fan MailJeff and Scott chat with Ben Jaros, a research fellow at the Hoover Institution, about his paper, “Tobacco Tariffs in the Colonial Chesapeake.” Ben explains how tobacco tariffs shaped the finances of colonial Maryland and Virginia, the English Crown, and the broader Atlantic economy from the early 1600s through the Revolutionary War. We discuss who actually bore the burden of these tariffs, why European consumers may have paid most of the cost, and how tobacco revenue helps explain Britain's fiscal interest in maintaining control over the colonies 

    Moody’s Talks – The Big Picture
    How China's Global Bet is Raising the Stakes

    Moody’s Talks – The Big Picture

    Play Episode Listen Later Jun 8, 2026 16:53


    Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different places.  Electric vehicles, solar panels and AI-enabled services are replacing low-cost manufactured goods. And the destination? Increasingly, emerging markets in Southeast Asia, Latin America and beyond. China's evolving overseas footprint will have far-reaching credit consequences. From autos in Europe to metals in Latin America and clean energy infrastructure in Asia, this is a global story with local credit impact. The looming question remains: who can adapt and who will buckle under the sustained pressure? Host: Matt Robinson, Associate Managing Director, Moody's Ratings Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody's Ratings Related Research:  Macroeconomics – China: Overseas investment will accelerate, with focus on select sectors and destinations 30 June 2025 Trade – Asia-Pacific: US focus on origin of imports increases risks for Asia-Pacific supply chains 20 October 2025 Geopolitical risks and China's excess capacity expose ASEAN economies' vulnerabilities 2 July 2025 Moody's Insights – China Growth and Credit © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Mike Hosking Breakfast
    Nick Collins: Aluminium Extruders Association CEO on the trade investigation into whether an uptick in imports could be harming local manufacturers

    The Mike Hosking Breakfast

    Play Episode Listen Later Jun 8, 2026 2:36 Transcription Available


    An uptick in cheap aluminium extrusion imports could be hurting local manufacturers. The Government's looking into global safeguards after imports of products, like those made here, surged 30% in the first four months of the year compared to last year. Aluminium Extruders Association chief executive Nick Collins told Heather du Plessis-Allan the US and the EU have tariffs in place. He says we need something in the range of 15–25%, so local manufacturers are on a level playing field. LISTEN ABOVE See omnystudio.com/listener for privacy information.

    The Wonderful World of Wine (WWW)
    Episode 317-Tariffs, Triumphs, and the Supreme Court: A Conversation with Victor Owen Schwartz

    The Wonderful World of Wine (WWW)

    Play Episode Listen Later Jun 7, 2026 40:12


    The Wonderful World of Wine (WWW) Episode 317 Hosts Kim Simone and Mark Lenzi exploring all things wine with you! Tariffs, Triumphs, and the Supreme Court: A Conversation with Victor Owen Schwartz In this landmark episode of The Wonderful World of Wine (WWW), hosts Kim and Mark sit down with a true titan of the industry and a recent headline-maker: Victor Owen Schwartz. As the founder and president of VOS Selections, a premier New York-based importer and distributor, Victor shares the incredible journey of his career—one that started not with a vineyard, but with a bold letter to the legendary British wine expert Steven Spurrier. We dive deep into the mechanics of the industry, the complexities of the Three-Tier System, and the realities of wine taxes. However, the conversation takes a historic turn as we discuss Victor's role as the plaintiff in the 2025 Supreme Court case, Schwartz vs. Trump. In This Episode, We Discuss: The Spark: How a single letter to Steven Spurrier launched a lifelong career. Industry Insights: A masterclass on importing, distributing, and navigating the Three-Tier System. The Legal Battle: The inside story of the Supreme Court case that shook the trade. The Win: Detailed analysis of Victor's successful challenge against tariffs and what it means for the future of wine. A Surprising Correspondence: The story behind the personal letter Victor received from former VP Mike Pence. Connect with Our Guest and Show: VOS Selections: www.vosselections.com The Wonderful World of Wine(WWW): www.thewww.wine Cheers

    Krewe of Japan
    Samurai Blue World Cup Preview ft. Dan Orlowitz

    Krewe of Japan

    Play Episode Listen Later Jun 7, 2026 46:08


    With the 2026 FIFA World Cup just around the corner, Dan Orlowitz re-joins the Krewe to preview Japan's tournament outlook. We break down Samurai Blue's final roster, key players to watch, group-stage matchups, and what a successful World Cup would look like for Japan. Plus, Dan shares his predictions for the tournament's biggest surprises, disappointments, and who he thinks will be lifting the trophy when it's all said and done. Whether you're a diehard soccer fan or a once-every-four-years World Cup viewer, this episode is the perfect primer before kickoff. ------ About the Krewe ------ The Krewe of Japan Podcast is a weekly episodic podcast sponsored by the Japan Society of New Orleans. Check them out every Friday afternoon around noon CST on Apple, Google, Spotify, Amazon, Stitcher, or wherever you get your podcasts.  Want to share your experiences with the Krewe? Or perhaps you have ideas for episodes, feedback, comments, or questions? Let the Krewe know by e-mail at kreweofjapanpodcast@gmail.com or on social media (Twitter: @kreweofjapan, Instagram: @kreweofjapanpodcast, Facebook: Krewe of Japan Podcast Page, TikTok: @kreweofjapanpodcast, LinkedIn: Krewe of Japan LinkedIn Page, Blue Sky Social: @kreweofjapan.bsky.social, & the Krewe of Japan Youtube Channel). Until next time, enjoy! ------ Support the Krewe! Offer Links for Affiliates ------ Use the referral links below & our promo code from the episode! Support your favorite NFL Team AND podcast! Shop NFLShop to gear up for football season! Zencastr Offer Link - Use my special link to save 30% off your 1st month of any Zencastr paid plan!  ------ Past KOJ Sports-Related Episodes ------ Bridging Communities Through MLB Players Trust ft. Amy Hever & Chris Capuano (S6E18) Japanese Soccer on the World Stage ft. Dan Orlowitz (S6E6) Meet the J.League ft. Dan Orlowitz (S6E4) Kendo: The Way of the Sword ft. Alexander Bennett, 7th Dan in Kendo (S4E16) The Life of a Sumotori ft. 3-Time Grand Champion Konishiki Yasokichi (S4E10) Talking Sumo ft. Andrew Freud (S1E8) ------ About Dan Orlowitz ------ Dan's Socials & Writings J-Talk Podcast ------ JSNO Upcoming Events ------ JSNO Event Calendar Join JSNO Today!

    america new york spotify amazon tiktok canada learning culture google apple england japan mexico germany travel comedy football japanese diversity spain brazil podcasting new orleans argentina league temple podcasters broadway tokyo world cup sustainability colombia standup netherlands controversy sustainable tradition anime ninjas pokemon stitcher sword godzilla fifa pitch pop culture exchange jokes content creators zen sake hulk expo buddhism tariffs keeper manchester united alt laughs manchester city tsunamis apprentice manga honda karaoke samurai sushi moonlight sit down one piece stand up comedy la liga karate dragon ball hiroshima fifa world cup futbol immersion osaka naruto dragon ball z tunisia studio ghibli ramen pikachu foreigner fukushima kyoto judo temples kaiju shogun castles comedy podcasts shrine sailor moon gundam dazn sumo antlers ghibli striker edo otaku dragon ball super sdgs language learning kawasaki endo toho pavilion nakamura world cup preview yokohama gojira kubo sdg study abroad world stage zencastr hokkaido euroleague jpop geisha doan fukuoka kimono shinto nippon kanto saitama tokusatsu study tips shrines japanese culture meiji dandadan cultural exchange worldcup2026 expositions taiko chiba showa toei sentai kyushu shinjuku sendai koto world expo j1 krewe narita kanagawa j2 kansai broadway show shikoku tohoku gaijin japanese food tokugawa dogen heisei tokyo disney torii mt fuji city pop japanese history ginza maiko sashimi pavillion highball reiwa tatami nihon immersive learning j league kanazawa japanese language haneda japan podcast asakusa j3 learn japanese okazaki usj roppongi blue world learning japanese sachiko wakayama yoshimura rakugo aomori daimyo ibaraki jlpt japan society japanese film japanese music katsura hyogo belguim shamisen kashima matt alt himeji castle japanese gardens ancient japan creepy nuts japanese society tokushima jet program keisuke honda urawa akiya japanese sake kashiwa pure invention gaikokujin patrick macias real estate japan
    Inside with Jen Psaki
    Report exposes hidden $50 billion price tag on Trump's ballroom

    Inside with Jen Psaki

    Play Episode Listen Later Jun 6, 2026 41:44


    A report from the non-profit watchdog group Public Citizen points out that while Donald Trump insists that donations are paying for his vanity project ballroom, those donors are being granted federal contracts totaling more than $50 billion. Ruth Ben Ghiat, author of "Strongmen: Mussolini to the Present,” and Timothy L. O'Brien, senior executive editor of Bloomberg Opinion, discuss Donald Trump's corruption and how his behavior is typical of authoritarians, from trying to put his name and face on everything to going to war against the free press. The discovery of the screwworm parasite in cattle in Texas has raised alarm about the struggling U.S. cattle industry and the already high price of beef for American consumers. Ali Velshi explains the careful government precautions necessary to protect American livestock from the damaging screwworm, and how Donald Trump threw those precautions out the window.  Rebecca Cooke, Democratic candidate for Congress from Wisconsin, talks with Ali Velshi about the hardships farmers have endured as a result of Donald Trump's policies and why his words on a visit with Wisconsin farmers rang hollow to anyone actually experiencing the fallout from Trump's tariffs, high fuel prices, cuts to local services and more. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    PEP with Chas and Dr Dave
    NO PAIN, NO MAINE! PEP with Chas & Dr Dave (Ep 264, 5 June)

    PEP with Chas and Dr Dave

    Play Episode Listen Later Jun 6, 2026 215:49


    Chas & Dr Dave discuss Stealing A Dolphin, The Forced Labor Penguins, and Why You Must Suffer The Consequences! WARNING: This episode of PEP may contain explicit language. Timestamps:  0:00 - Introducing: Dr Dave and George 4:29 - Grateful (Kennedy Centre, FIRE, Marx) 27:57 - Updates (Alabama, USAID) 41:52 - Iran: This Week In Bullshit 1:07:30 - Stats Nug (Women's Jobs) 1:15:15 - Freedom 250 1:35:30 - Slush Fund, We Hardly Knew Ye 1:55:42 - Midterm Primaries (Alaska, Alabama)  2:00:41 - Platner Sexting Controversy 2:16:14 - Return of the Tariffs 2:27:27 - Unleashed: Housekeeping 2:30:04 - Unleashed: Platner Cont. 2:53:23 - Unleashed: Insider Trading 3:11:48 - Unleashed: E. Jean Carroll Investigation 3:19:25 - Unleashed: Pulte Time Homework: * Crime in DC thinkpiece: https://www.niskanencenter.org/washington-dc-crime-decline-and-its-lessons-for-american-policing/ *Jim Carrey's Vanilla Ice impression: https://www.youtube.com/watch?v=fdtKBe7sM48 *Justin Wolfers' Platypus Economics substack: https://newsletter.platypuseconomics.com/  SHOW LINKS: *Chat with the PEPpers on the Discord Server: https://discord.com/invite/WxDD2PPvaW THE (UPDATED) DR DAVE BOOK CLUB MASTERLIST: Danny Funt - Everybody Loses (Mentioned 3:13, Ep 262) David Malouf - The Great World (Mentioned 2:37, Ep 258) Connie Willis - Doomsday Book & To Say Nothing of the Dog (Mentioned 4:26, Ep 244) Richard Yates - Revolutionary Road  (Mentioned 1:48:45, Ep 240) Michael Lewis - Who Is Government? (Mentioned 2:19:59, Ep 235) Orlando Whitfield - All That Glitters (Mentioned 2:34:37, Ep 232) John Lyons - Balcony Over Jerusalem (Mentioned 2:45:26, Ep 231) Yukio Mishima - Spring Snow (Mentioned 2:35:12, Ep 227) John Steinbeck - Cannery Row (Mentioned 02:39, Ep 226) David Simon & Ed Burns - The Corner: A Year in the Life of an Inner-City Neighborhood (Mentioned 2:21:40, Ep 225) William Appleman Williams - The Tragedy of American Diplomacy (Mentioned 2:11:23, Ep 222) Mahmood Mamdani - Good Muslim, Bad Muslim (Mentioned 2:07:14, Ep 220) Carlo Rovelli - The Order Of Time (Mentioned 06:36, Ep 220) Carlo Rovelli - Reality Is Not What It Seems (Mentioned 06:36, Ep 220) Ryszard Kapuściński - Shah of Shahs (Mentioned 2:21:27, Ep 217) Ervand Abrahamian - Khomeinism (Mentioned 2:23:19, Ep 217) Anthony Seldon - Truss at 10 (Mentioned 1:36:09, Ep 215) Steven Teles - The Conservative Legal Movement (Mentioned 2:12:12, Ep 215) Amin Maalouf - The Crusades Through Arab Eyes (Mentioned 4:32, Ep 214) Geoffrey Blainey - The Causes Of War (Mentioned 43:49, Ep 198) Margaret Levi - Of Rule And Revenue (Mentioned 1:11:16, Ep 195) Margaret Levi - Consent, Dissent, and Patriotism (Mentioned 1:11:16, Ep 195) Sayaka Murata - Convenience Store Woman (Mentioned 2:14, Ep 194) Sid Meier - Sid Meier's Memoir! (Mentioned 16:30, Ep 178) David Simon & Ed Burns - The Corner (Mentioned 8:40, Ep 178) Maurice O. Wallace - King's Vibrato (Mentioned 14:26, Ep 164) Edward S. Herman and Noam Chomsky - Manufacturing Consent - (Mentioned 32:12, Ep 164) Robert Plunket - My Search For Warren Harding (Mentioned 1:49:12, Ep 158) Ian Lambot & Greg Girard - City of Darkness Revisited (Mentioned 39:25, Ep 157) Max Chafkin - The Contrarian (Mentioned 32:18, Ep 155) Claire Conner - Wrapped In The Flag (Mentioned 31:42, Ep 155) Rita Abrahamsen, Mike Williams et al - Global Right (Mentioned 31:12, Ep 155) Philip Gorski and Samuel Perry - The Flag And The Cross (Mentioned 30:49, Ep 155) Cynthia Miller-Idriss - Hate In The Homeland (Mentioned 30:10, Ep 155) Cory Doctorow & Rebecca Giblin - Chokepoint Capitalism (Mentioned 34:55, Ep 150) Elizabeth Ingleson - Made In China (Mentioned 31:50, Ep 150) John Corrigan - Religious Intolerance, America, and the World (Mentioned 1:16:18, Ep 141) Gérard Prunier - From Genocide to Continental War (Mentioned 48:18, Ep 141) Liu Cixin, - The Three Body Trilogy (Mentioned 1:11:04, Ep 136) Tilman Allert - The Hitler Salute (Mentioned 22:03, Ep 134) Philip Roth - Nemesis (Mentioned 1:56, Ep 133) Joshua Cohen - The Netanyahus Zeke Faux - Number Go Up Michael Paul Rogin - The Intellectuals and McCarthy Cathy Kramer - The Politics of Resentment Naomi Klein - Doppelganger Maria Bamford - Sure, I'll Join Your Cult Wendy Brown - States Of Injury Corey Robin. - The Reactionary Mind Patricia Lockwood - No One Is Talking About This David Cay Johnston - The Making of Donald Trump Jane Mayer - Dark Money Harry Frankfurt - On Bullshit Stephen King - The Dead Zone Elle Hardy - Beyond Belief Federico Finchelstein - From Fascism to Populism in History Robert Jervis - Why Intelligence Fails Alex Haley and Malcolm X - The Autobiography of Malcolm X Jonathan Haidt - The Righteous Mind David Graeber - Debt: The First 5000 Years Jerry L. Mashaw - Creating The American Administrative Constitution Brian Balogh - A Government Out of Sight Paul Connerton - How Societies Remember Paul Connerton - How Modernity Forgets Catherine Green and Sarah Catherine Gilbert - Vaxxers John Zaller - The Nature and Origins of Mass Opinion Matthew Karp - This Vast Southern Empire Robert Fatton - The Guise of Exceptionalism Anatol Lievin - Climate Change and the Nation State: The Realist Case James Alfred Aho - The Politics of Righteousness The substack that Dr Dave apparently plagiarises liberally from! https://luke.substack.com/ James Beverley - God's Man in the White House Jane Chi Hyun Park - Yellow Future Matthias Gardell - In The Name of Elijah Muhammad Gosta Esping-Andersen - The Three Worlds of Welfare Capitalism Suzanne Mettler - The Submerged State Brendon O'Connor - Anti-Americanism and American Exceptionalism James Morone - Hellfire Nation Nathan Kalmoe - With Ballots and Bullets Winnifred Fallers Sullivan - The Impossibility of Religious Freedom Mary L. Trump - Too Much And Never Enough Richard Cooke - Tired of Winning Jon Ronson - So You've Been Publicly Shamed Rodney Tiffen, Ross Gittins, Anika Gauja, David Smith, Brendon O'Connor - How America Compares Tony Horwitz - Confederates In the Attic Ghassan Hage - White Nation George Lakoff - Women, Fire and Dangerous Things George Lakoff - Metaphors We Live By Michelle Alexander - The New Jim Crow Alex S. Vitale - The End of Policing Dave Cullen - Parkland: Birth of a Movement Thomas Sugrue - The Origins of the Urban Crisis Rick Pearlstein - The Invisible Bridge Rick Pearlstein - Before the Storm Rick Pearlstein - Nixonland Brian Doherty - Radicals for Capitalism Leon Festinger, Henry W. Riecken, Stanley Schachter - When Prophecy Fails Nancy L. Rosenblum & Russell Muirhead - A Lot Of People Are Saying Benjamin Moffitt - The Global Rise of Populism Jon Krakauer - Missoula THANK YOU FOR YOUR ATTENTION TO THIS MATTER!

    Letters from an American
    People are Paying Attention

    Letters from an American

    Play Episode Listen Later Jun 5, 2026 12:34


    June 4, 2026The Trump administration's promise to dismantle the liberal consensus got him elected, but the effects of his plans are starting to be widely felt, Tariffs are destroying foreign markets for US agricultural products, The war on Iran is sending the price of fuel and fertilizer soaring, Secretary of Agriculture Brook Rollins was grilled by the House Agriculture Committee, New World screwworm, a parasite that had been eradicated is back after the Trump administration cut funding for control and prevention, Oil reserves are at their lowest level in 22 years, Many of the known funders for Trump's ballroom have received lucrative contracts from the federal government, Democrats are calling out the corruption in the administration which siphons taxpayer money into the pockets of the wealthy, At a Texas rally for James Talarico the democratic candidate for governor, the crowd shouted “lock him up!"Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

    Thoughts on the Market
    What New Tariffs Mean for Investors

    Thoughts on the Market

    Play Episode Listen Later Jun 5, 2026 4:12


    Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today, I'll be talking about how investors should be digesting the latest tariff headlines and what they could mean for the broader economic and market outlook. It's Friday, June 5th at 10am in New York. Tariffs are back in focus as the U.S. administration has proposed new levies following Section 301 investigations into more than 60 of our trading partners. At the same time, USMCA negotiations appear to have begun in earnest, with recent headlines focused on autos, including the possibility of raising regional content requirements for vehicles and auto parts. Now, at first glance, these developments sound like a meaningful escalation in trade policy. But we think these headlines are best understood as a continuation of the existing tariff regime rather than a new and more disruptive phase. Let's start with Section 301. Listeners may recall that the administration replaced the IEEPA tariffs with Section 122 following the Supreme Court's decision back in February. However, that was done under a temporary authority that expires in the end of July. It's been our view that as we approach that deadline, the administration would seek to replace the existing regime under a new authority. The conclusion of the Section 301 investigations is really a step in that direction; or said differently, a continuation of existing policy. We see the administration preserving the current tariff regime come July, but without a larger inflation or growth shock. The second issue is the USMCA. Raising regional content rules may be part of the negotiation now, and those changes could create sector-level friction. Similarly, we think it's possible we see escalation ahead of the July deadline as all three countries work to improve the existing trade deal. Now that being said, we're still constructive on the longer-term trade alignment between the U.S., Mexico, and Canada, and we see structural and procedural constraints that are going to limit the downside risk to something like a potential withdrawal from the agreement. We still expect the USMCA carve-out to remain in place even for Section 301 goods on a range of trading partners. That's because we think the administration sees value in maintaining supply chain integration within North America across a number of sectors. In general, we actually think the recent pattern on tariffs has been toward less, not more, trade pressure at the margin. Recent months have come with several carve-outs, exemptions, and delays on broad-based and sectoral tariffs. That suggests that the administration is still sensitive to the downstream cost impact of tariffs, and of course, affordability matters politically heading into the midterm elections in November. That view also fits with our broader U.S. economics outlook. Our economists continue to see a relatively benign macro backdrop. Growth is expected to remain trend-like, with consumer spending slowing but not collapsing, and strong AI-led CapEx offsetting some of the drag from higher energy prices and policy uncertainty. On inflation, tariffs remain part of the story, but much of the pass-through appears to be already in the data. That pairs with a more constructive outlook for equity markets as well, as our strategists there see a strong earnings story supported by things like positive operating leverage, AI adoption, improving pricing power, and a broadening out in earnings growth. So, the key message for investors is this: tariff policy is still noisy, and it will remain a source of headline risk. But in our base case, the administration is moving toward a more durable version of the current tariff regime, not a materially more disruptive or restrictive one. Section 301 replaces Section 122, the USMCA carve-out stays in place, and selective exemptions continue where the affordability or supply chain costs are too high. Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen, and share the podcast with a friend or colleague today.

    Autoline After Hours
    AAH #794 - Seven New US Assembly Plants, And Why That's A Problem

    Autoline After Hours

    Play Episode Listen Later Jun 5, 2026 62:09 Transcription Available


    TOPIC: U.S. Auto Industry PANEL: Warren Browne, RFQ Insights; Paul Eisenstein, Headlight.news; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

    china mexico plants tariffs assembly new us usmca headlight john mcelroy paul eisenstein autoline gary vasilash
    Fault Lines
    Fault Lines Episode 604: Round Two for Tariffs

    Fault Lines

    Play Episode Listen Later Jun 5, 2026 10:30


    Today, Jess, Algene, and Matt examine the Trump administration's latest tariffs on imports from 60 countries, including China, the EU, Canada, and the UK, imposed under a new legal framework targeting failures to combat forced labor in global supply chains. The move follows the Supreme Court's rejection of the administration's earlier tariffs, which were imposed under the International Emergency Economic Powers Act (IEEPA), and raises broader questions about the intersection of trade policy, national security, and strategic competition with China.How does the administration's new tariff authority differ from the IEEPA-based approach rejected by the Supreme Court? Does the administration's new forced-labor rationale represent a legitimate trade concern or a more durable legal pathway for maintaining tariffs? Can the U.S. pressure China economically without alienating its allies?Check out the answers to these questions and more in this episode of Fault Lines.@nottvjessjones@algenesajery@wmatthaydenLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/gN9NH0Fmbt0 Hosted on Acast. See acast.com/privacy for more information.

    Russell Investments
    Tariffs re-enter the spotlight

    Russell Investments

    Play Episode Listen Later Jun 5, 2026 6:12


    DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2026. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-13022Date of first use: June, 2026

    The Exchange
    Coffee Memo | Rob Talks Moving Market and the T Word Ep. 20

    The Exchange

    Play Episode Listen Later Jun 5, 2026 15:51


    Takeaways We've had price movement down, which is great for roasters. Caution is warranted in the current market. We have very smart people here at Covoya. It's very frustrating for everyone involved with tariffs. Coffee will be exempt from new tariffs...for now. Hope is not a strategy for pricing decisions. Look at the market through your operating budget. Start looking at the market through the lens of your business.     Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

    WTFinance
    The Powerful Elites Driving Hyperinflation, Gold Sounding the Alarm | Dr Mark Thornton

    WTFinance

    Play Episode Listen Later Jun 5, 2026 49:23


    Interview recorded - 3rd of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Dr Mark Thornton. Dr Mark Thornton is a Senior Fellow at the Mises Institute and a leading voice of the Austrian School of economics, author of The Skyscraper Curse. He is one of the few economists to have warned about the housing bubble well before 2008.During our conversation we spoke about his current view on the economy, Austrian Economic Theory, the FED's betrayal, what would fix the current situation, which assets to perform and more. I hope you enjoy!0:00 - Introduction2:06 - Current view of economy6:22 - Austrian Economic Theory11:50 - Wages going up?16:11 - Recent inflation23:00 - Kevin Warsh balance sheet28:36 - Solution35:30 - Which assets to perform?42:40 - One message to takeawayMark Thornton is a Senior Fellow at the Mises Institute, and was the Peterson-Luddy Chair in Austrian Economics from 2021-2023. He hosts two podcasts, Minor Issues and Unanimity, and serves as the Book Review Editor of the Quarterly Journal of Austrian Economics. His publications include The Economics of Prohibition (1991), Tariffs, Blockades, and Inflation: The Economics of the Civil War (2004), The Quotable Mises (2005), The Bastiat Collection (2007), An Essay on Economic Theory (2010), The Bastiat Reader (2014), and The Skyscraper Curse and How Austrian Economists Predicted Every Major Crisis of the Last Century (2018). [high-res photo]Dr. Thornton served as the editor of the Austrian Economics Newsletter and was a member of the Editorial Board of the Journal of Libertarian Studies and several other academic journals. He has served as a member of the graduate faculties of Auburn University and Columbus State University. He has also taught economics at Auburn University at Montgomery and Trinity University in Texas. Mark served as Assistant Superintendent of Banking and economic adviser to Governor Fob James of Alabama (1997-1999), and he was awarded the University Research Award at Columbus State University in 2002. He is a graduate of St. Bonaventure University and received his PhD in economics from Auburn University. In 2014, he debated in opposition to the “War on Drugs” at Oxford Union.Dr. Thornton has been featured in American Spectator, Barron's, Bloomberg, Christian Science Monitor, The Economist, Forbes, Investors' Business Daily, Le Monde, New York Post, New York Times, USA Today, Wall Street Journal, Economic Times (India), Financial Times (Norway), and Tejarat-e-Farda (Iran). He has also had regular multiple appearances on Russia Today and Press TVHis editorials and interviews have appeared in the following leading regional newspapers: Apple Daily (Hong Kong), Atlanta Constitution, Birmingham News, Business Alabama, Chicago Sun-Times, Houston Chronicle, Mobile Press Register, Minneapolis-St. Paul Star Tribune, Montgomery Advertiser, New York Post, Orange County Register, Richmond Times Dispatch, Tampa Tribune, and the Washington TimesHis commentary appears regularly in the Mises Daily and the Mises Wire. He also appears regularly on Boom-Bust, RT, Butler on Business, Tom Woods Show, Thom Hartmann Show, Scott Horton Show, Press TV and Freedom Works.Dr Mark Thornton - Misses Institute - https://mises.org/X - https://x.com/DrMarkThorntonWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

    Law and Chaos
    Ep 207 — Tariff Decisions Reveals SCOTUS Slapfight

    Law and Chaos

    Play Episode Listen Later Jun 4, 2026 59:21


    DOCKET ALERTS:   Judge Aileen Cannon ruled that Special Counsel Jack Smith's report on the stolen documents case must remain sealed forever in perpetuity.   Kouri Richins goes on trial for murdering her husband in Utah. She's not being charged for writing a terrible children's book about dealing with grief over the loss of a parent … but maybe she should be?    The Fifth Circuit, sitting en banc, allowed Louisiana to require the display of the Ten Commandments in every classroom statewide. The law had been blocked, but the Court decided that no one had been injured yet, so the case is unripe.   Elon Musk is being sued for securities fraud in California. But they can't seat a jury because everyone hates him.   MAIN SHOW:   It's all about tariffs. We break down the Supreme Court's Learning Resources v. Trump, and explain why dragging this case out for a year ensures chaos as importers try to recoup money they've already paid. And we'll talk about Trump's plan to impose new illegal tariffs based on a  gross misinterpretation of yet another internal statute.   The opinion is particularly contentious, revealing the justices' angry, internal feuding over the future of the court. And subscribers will get a deep dive into the origins of this conflict, reaching back to Justice Kagan's famous 2015 "Antonin Scalia Lecture Series" lecture at Harvard Law School and extending through Justice Jackson's concurrence in Learning Resources.   US v. Trump [stolen documents case] https://www.courtlistener.com/docket/67490070/united-states-v-trump   Kouri Richins Warrant https://www.scribd.com/document/654496602/Kouri-Richins-Warrant   Contempt for Musk clouds jury selection in Twitter takeover trial https://www.courthousenews.com/contempt-for-musk-clouds-jury-selection-in-twitter-takeover-trial/   Roake v. Brumley [Fifth Circuit Ten Commandments] https://storage.courtlistener.com/recap/gov.uscourts.ca5.221848/gov.uscourts.ca5.221848.389.1.pdf   Learning Resources, Inc. v. Trump [tariffs case] https://www.supremecourt.gov/opinions/25pdf/24-1287_4gcj.pdf   Congressional Research Service, "Congressional and Presidential Authority to Impose Import Tariffs" https://www.congress.gov/crs_external_products/R/PDF/R48435/R48435.1.pdf   Elena Kagan "Antonin Scalia Lecture Series," Harvard Law School (2015) [via YouTube] https://www.youtube.com/watch?v=dpEtszFT0Tg   Show Links: https://www.lawandchaospod.com/ BlueSky: @LawAndChaosPod Threads: @LawAndChaosPod Twitter: @LawAndChaosPod  

    Let People Prosper
    How the New Right Echoes the Left with Marc Short | LPP 201

    Let People Prosper

    Play Episode Listen Later Jun 4, 2026 42:21


    Some conservatives are sounding more like the left on economics.Tariffs. Industrial policy. Government-directed investment. Picking winners and losers. These policies are increasingly being promoted as solutions to America's affordability challenges, but do they actually help families prosper?In Episode 201 of the Let People Prosper Show, I sit down with Marc Short, Chairman of Advancing American Freedom, former Chief of Staff to Vice President Mike Pence, and one of the key architects of the Tax Cuts and Jobs Act.We discuss the future of conservative economics, why affordability has become the defining political issue, the legacy of the Tax Cuts and Jobs Act, and whether tariffs and industrial policy help or hurt economic growth and opportunity.✅ The future of conservative economics✅ The Tax Cuts and Jobs Act and its legacy✅ Why affordability matters politically✅ Tariffs and trade policy✅ Economic growth and worker prosperity✅ The New Right versus free-market economicsIf you enjoyed this conversation, please like, subscribe, and share it with others.

    Marketplace All-in-One
    More tariff whiplash

    Marketplace All-in-One

    Play Episode Listen Later Jun 3, 2026 6:42


    A day after lowering tariffs on some agricultural and manufacturing machinery, the Trump administration is proposing new tariffs on 60 countries, including major trading partners. President Donald Trump has been seeking to rebuild its global tariffs after the Supreme Court struck down many in February. Then, we'll dig into Big Tech's spending spree on AI infrastructure. And after, figure skating is having its biggest moment in decades. Can it last?

    Marketplace Morning Report
    More tariff whiplash

    Marketplace Morning Report

    Play Episode Listen Later Jun 3, 2026 6:42


    A day after lowering tariffs on some agricultural and manufacturing machinery, the Trump administration is proposing new tariffs on 60 countries, including major trading partners. President Donald Trump has been seeking to rebuild its global tariffs after the Supreme Court struck down many in February. Then, we'll dig into Big Tech's spending spree on AI infrastructure. And after, figure skating is having its biggest moment in decades. Can it last?

    WSJ Minute Briefing
    U.S. Proposes at Least 10% Tariffs on Trading Partners

    WSJ Minute Briefing

    Play Episode Listen Later Jun 3, 2026 2:26


    Plus: The OECD warns of multiple recessions if the war with Iran continues. And ‘60 Minutes' correspondent Scott Pelley is fired by CBS News. Luke Vargas hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Future Commerce  - A Retail Strategy Podcast
    Nearly 1B Strong: Snapchat Has Retail's Most Overlooked Audience

    Future Commerce - A Retail Strategy Podcast

    Play Episode Listen Later Jun 3, 2026 42:37


    Snap Inc.'s Sid Malhotra makes the case that the platform most brands wrote off as "babies and teens" has quietly grown up. Now, commerce is migrating into these private, conversational spaces where nearly one billion users actually spend their time. We dig into why the traditional funnel no longer holds consumers' nuanced behaviors, how creators and chat shape decisions long before the last click, and what AI Sponsored Snaps mean for brands willing to be the answer rather than just another link. Where Are Your Next New Customers? Key takeaways: Snapchat's earliest users grew up; nearly one in four Snapchatters is now aged 35+. Purchase decisions increasingly occur in private chat, not on public feeds or in search. "Last-click jail" hides where customers actually decide. It's imperative that brands measure the full journey. AI Sponsored Snaps let brands run their own agents inside the chat feed. This is conversational commerce, in context. Authentic, creator-led, low-fi content beats polished commercials on the platform. Key quotes: [03:57] "We've come into the age where people are loving a few services and are hanging onto them and are creating their own personal community within those… And that brings me to the final question that Snapchat is trying to answer for businesses and brands worldwide: Where are your next first customers? Where are your next new customers?" — Sid Malhotra [16:27] "Last-click measurement systems are great at telling [you] where the purchase took place. But it doesn't tell you much more than that. It's kind of like trying to watch a movie by just watching the last scene…Sure, you know how the movie ended, but you have no idea what the main characters were doing, what the plot line was, and what got them here." — Sid Malhotra [19:55] "Working with influencers and community is closer to B2B commerce than B2C commerce…B2B has done a really good job of building real relationships, engaging with people where they're at, and finding the things that they care about in the process of selling to them." — Brian Lange Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The John Batchelor Show
    S8 Ep945: (11) Gene Marks reports from Nashville that mid-market companies are aggressively adopting AI to supplement labor shortages rather than replace workers, while also navigating the complexities of receiving refunds for previously paid tariffs.

    The John Batchelor Show

    Play Episode Listen Later May 30, 2026 13:32


    (11) Gene Marks reports from Nashville that mid-market companies are aggressively adopting AI to supplement labor shortages rather than replace workers, while also navigating the complexities of receiving refunds for previously paid tariffs.1942 LANCASTER PA ARMISTICE DAY