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In this episode, U.S. Trade Representative Ambassador Jamieson Greer discusses recent developments in the administration's global economic trade strategy. Host: Michael Froman, President, Council on Foreign Relations, Former U.S. Trade Representative (2013-17) Guest: Jamieson Greer, Ambassador, U.S. Trade Representative Want more comprehensive analysis of global news and events sent straight to your inbox? Subscribe to CFR's Daily News Brief newsletter. To keep tabs on all CFR events, visit cfr.org/event. To watch this event, please visit it on our YouTube channel: A Conversation With Jamieson Greer
Host: Cindy Allen Published: May 15 2026 Length: ~13 minutes Presented by: Global Training Center Are We Out of the Woods Yet? Trade Policy, CAPE Updates, and a Push Toward Normalized Trade In this episode of Simply Trade: Cindy's Version, Cindy Allen uses Taylor Swift's “Are We Out of the Woods Yet?” to frame a week full of major trade developments. She covers the ongoing court fight over Section 122 tariffs, the Supreme Court's ruling on freight broker liability, shifting freight and fuel costs tied to global conflict, and new pressure in USMCA negotiations. The episode also brings encouraging CAPE updates, including refunds reaching importers' bank accounts, while highlighting the still-busy ACE help desk and the potential scope of phase two. Cindy closes by looking at recent U.S.-China developments and asking whether trade may finally be moving back toward a more stable, predictable path. What You'll Learn in This Episode Section 122 and court action Cindy explains how the administration is continuing to challenge the court's ruling on Section 122 tariffs and why a Supreme Court resolution now seems likely. She also notes that CBP's ability to administer tariffs on an importer-by-importer basis was a major concern in the case. Broker liability and vetting The episode covers the Supreme Court's unanimous decision in Montgomery v. Caribe Transport 2, which may expose logistics companies and freight brokers to liability for carrier safety issues. Cindy discusses how this is pushing forwarders and associations to rethink vetting and risk management. CAPE progress and phase two There is good news on CAPE: refunds are reportedly hitting bank accounts, and many importers are seeing the process work as intended. Cindy also discusses unresolved questions around reconciliation filings and what might be included in the next phase. Trade policy and pricing pressure The conversation turns to rising transportation costs, changes in ocean and air freight demand, and congressional concern over Mexican produce imports in the USMCA context. Cindy explains how anti-dumping duties and policy shifts are feeding into inflation and trade uncertainty. Are we out of the woods? Cindy uses the song to reflect on whether trade is finally moving toward stability, predictability, and more normalized negotiations. She ends on a hopeful note that the current turbulence may be giving way to a more balanced trade environment. Credits Host: Cindy Allen Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade:
Tariffs are back and they're reshaping the international economic landscape in real time. The second Trump administration has unleashed a wave of trade measures that shift by the week, justified by goals that include everything from fighting unfair trade practices, to making everyday goods more affordable for American consumers, to national security. So where does international law fit in? And can the multilateral trading system absorb the shock? Catherine is joined by former U.S. Trade Representative and now Executive Director of the Coalition for New Trade, Ambassador Katherine Tai, for a candid conversation about what's driving these policies, what they're disrupting, and what the road ahead looks like.
Host: Cindy Allen Published: May 2026 Length: ~12 minutes Presented by: Global Training Center It's Time to Go: Refunds, Trade Policy, and What Comes Next In this episode of Simply Trade: Cindy's Version, Cindy Allen walks listeners through a busy week in international trade while using Taylor Swift's “It's Time to Go” as the theme. She covers the latest Court of International Trade ruling on Section 122, the ongoing CAPE refund process, Section 301 hearings, possible changes to Section 232 tariffs, and new concerns around CPSC data requirements. The episode also touches on fraud prevention, ACE help desk issues, and why it may be time to return to more traditional trade processes with clearer timelines and checks and balances. What You'll Learn in This Episode Court and tariff updates Cindy explains the recent CIT ruling on Section 122 and how it may affect future trade actions. She also discusses the possibility of further appeals and what that could mean for importers. CAPE refund progress The episode shares encouraging news that CAPE refunds are reportedly hitting bank accounts. Cindy also covers the 45-day review window and the safeguards CBP is using to catch duplicate or mistaken filings. Fraud and cybersecurity concerns Cindy highlights CBP's webinar and CSMS update about fraud in the CAPE process, including the need to verify bank details and watch for duplicate filings. She notes that many of the problems CBP is seeing are clerical or procedural rather than outright fraud. New compliance pressure The conversation shifts to the upcoming CPSC data requirements and why many importers may not yet be prepared. Cindy explains that the timeline is tight and that companies should work closely with brokers to get ahead of the new filing expectations. Why “It's Time to Go” fits Cindy uses the Taylor Swift song to reflect the need to move away from overly novel tariff approaches and back toward more traditional trade processes. Her message is that trade needs time, structure, and predictability in order to plan and adjust effectively. Credits Host: Cindy Allen Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade:
Recent global trade volatility and geopolitical instability have highlighted how Europe's prosperity, autonomy and security can be exposed to global shocks and render Europe vulnerable. In this event, Olof Gill, Deputy Chief Spokesperson of the European Commission and Spokesperson for Trade, Economic Security & Customs, discusses the EU's efforts to navigate geopolitical turbulence and major trade disruption. Mr Gill explores the European Commission's focus on achieving a robust and resilient trade policy that promotes Europe's prosperity, security and autonomy. Olof Gill is Deputy Chief Spokesperson of the European Commission, and Commission Spokesperson for Trade, Economic Security & Customs. He began his career as a journalist before taking on roles in the European Parliament, and later the Irish government. In his current position he plays a public-facing role, communicating the EU perspective on high-profile trade and geopolitical priorities, including relations with the US, China, India, and Mercosur region. An Irish-Swedish national, he has worked at the Commission for over a decade, contributing to EU policy and communications strategies on prominent topics including Brexit, Covid-19, and the war in Ukraine.
After 100 episodes, what has the China Desk revealed about the Chinese Communist Party, U.S. strategy, and the future of global competition? In this special milestone edition of The China Desk, the roles are reversed. Host Steve Yates becomes the guest, while Andrew Langer, host of the Lunch Hour Podcast, steps in to lead the conversation — reflecting on the biggest lessons, themes, and takeaways from the first 100 episodes. Since launching in 2023, China Desk has featured conversations with policymakers, analysts, and subject matter experts across the spectrum of U.S.-China relations. In this episode, Yates steps back to examine what those discussions reveal about where the relationship stands today — and where it is headed. A major theme is the idea of reciprocity — a principle that has shaped many China Desk conversations. Yates explains why the U.S. should rethink policies that grant China access and advantages not reciprocated in return, and how this concept is beginning to influence broader trade and geopolitical thinking. The discussion also covers: • What Steve Yates has learned from 100 episodes of China Desk • Why listening — not talking — is key to meaningful policy conversations • The origins and impact of the U.S. “engagement” strategy with China • Why the “China will become like us” assumption failed • How CCP power structures shape behavior at home and abroad • The concept of reciprocity in trade, policy, and diplomacy • How China's system differs fundamentally from Western governance • The evolving U.S.–China strategic and economic relationship • The role of China in global conflicts, including Iran and Ukraine • The complex relationship between China, Russia, and authoritarian regimes • Why authoritarian systems can endure despite internal weaknesses • How economic growth reinforced CCP control over the population The conversation also explores the human dimension of China policy — including how decades of political control, economic transformation, and social upheaval have shaped the Chinese population's relationship with the state. Looking forward, Yates outlines three core priorities for U.S. policy: • Rebalancing the economic relationship with China • Reinforcing deterrence and demonstrating American strength • Strengthening and realigning global alliances The episode closes on a more personal note, as Yates reflects on family, loss, and the importance of stepping away from policy work to reconnect with what matters most. After 100 episodes, one message is clear: understanding China requires not just analysis — but listening, perspective, and a willingness to challenge long-held assumptions. 00:00 — Intro + 100th episode special format 00:08 — Andrew Langer guest hosts the China Desk 00:35 — Celebrating 100 episodes and show impact 00:57 — Steve Yates introduction and background 02:28 — What Steve Yates has learned from 100 episodes 03:15 — Why listening matters more than talking 04:02 — Building trust with guests and audience 06:11 — Has anything changed his perspective? 07:08 — Bipartisan conversations and policy framing 07:58 — Where U.S.–China relations stand today 08:16 — The concept of reciprocity explained 10:04 — Why engagement with China failed 11:03 — The “fatal conceit” of Western assumptions 13:53 — China–Russia relationship and strategic alignment 15:32 — Lessons from the Cold War and Soviet Union 16:48 — CCP control over Chinese society 18:02 — Information control and political power 19:02 — Why authoritarian systems persist 19:56 — Historical trauma and CCP legitimacy 21:02 — Economic growth vs political control 22:10 — Three priorities for U.S. policy moving forward 22:32 — Rebalancing the economic relationship 23:57 — Reinforcing deterrence and American strength 24:39 — Rethinking alliances and global priorities 25:44 — Outside interests: family, outdoors, and faith 27:33 — Where to find the China Desk podcast 28:24 — Closing Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
Chris Holman welcomes back Tony Stamas, President and CEO, Midland Business Alliance, Midland, MI. Welcome back Tony, remind us of the scope and purpose of the Midland Business Alliance? How did the second half of 2025 go for the Midland Business Alliance? And what's on tap for 2026? Midland Business Alliance recently was among six prominent Michigan business groups join a nonpartisan coalition to promote smart, consistent trade policies. Tell us about that? How have tariffs been impacting the Midland area economy? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/
President Donald Trump announced a 25% tariff on cars and trucks imported from the European Union, escalating trade tensions and raising concerns about higher prices for consumers. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It's clear that the goal of the United States tariffs on automobiles was to give American production a leg up. Adding costs to imports would - theoretically - encourage buyers to favor American-made vehicles, and encourage automakers to, perhaps, reshore their globally produced models.But as with many complex economic questions, the reality is a bit less straightforward – as evidenced by GM's latest announcement.The Detroit-based automaker, who has long operated three factories in South Korea, revealed last month that it would be investing in Korea further. The goal for GM is to increase production capacity for vehicles that would be exported to U.S. buyers.GM's Chevrolet Trax and Trailblazer, as well as the Buick Envista and Encore GX are currently produced across three factories in Korea which employ some 12,000 workers and churn out about 460,000 vehicles annually. #Tariffs #ManufacturingNews #AutoIndustry #GeneralMotors #GlobalManufacturing #SupplyChain #Reshoring #Economics #TradePolicy #AutomotiveNews #BusinessStrategy #GlobalTrade #FactoryProduction #IndustryTrends #CostAnalysis #AutoManufacturing #USManufacturing #KoreaManufacturing #MarketForces #EconomicReality
USTR Greer was in the hot seat today as he appeared before Congress to lay out the 2026 trade agenda, where he highlighted that tariffs are not going away, enforcement is a priority, and trade policy will continue to be reshaped following the IEEPA Supreme Court Ruling.
Most US logistics pros in the US talk about Mexico from a very surface-level approach. But most have never been on the ground to take in and appreciate the nuance that exists with our number one trading partner.I just got back from 8 days in Mexico City: four doing some hosting on the main stage at The Logistics World Summit and Expo, four wandering the Roma Norte neighborhood with my husband Badr. What I saw on the conference floor and in the streets gave me a different read on this industry's relationship with Mexico than any analyst report has and this episode talks about it all.Inside:The 26,583-person conference and 650+ booths most US freight pros have never heard ofWhy the driver shortage myth is spreading south of the border, and the pay arbitrage making it worseCargo crime realities: a transport vehicle is stolen every 38 minutes, 86% involving violenceThe USMCA July 1, 2026 deadline and why the rules of origin fight mattersHow the National Museum of Anthropology was built in 19 months with a 168-ton monolith moved 29 milesSupply chain anthropology, cacao as currency, and what ancient Mesoamerica still teaches modern freightWatch this episode on YouTubeResources:Everything is Logistics: https://everythingislogistics.comCargoRex: https://cargorex.ioInstagram: https://instagram.com/blythebrum -----------------------------------------THANK YOU TO OUR SPONSORS!SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why.CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve.Digital Dispatch maximizes and manages your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.
The AgNet News Hour focused on two major themes impacting agriculture—California's heated governor race and ongoing federal efforts to strengthen global trade opportunities for U.S. farmers. As the governor's race continues to gain attention, discussions are increasingly centered on how leadership decisions could impact agriculture across the state. Hosts emphasized growing frustration among voters and farmers alike, pointing to rising costs, regulatory pressure, and a lack of clear solutions from many candidates. Independent candidate Elaine Culotti continued to push for structural changes, particularly advocating for greater representation of independent voters in debates and policy discussions. She argued that a large portion of Californians fall outside traditional party lines and want more practical, agriculture-focused solutions. “We have to take care of our farmers,” Culotti said, stressing that agriculture should be a top priority in the state's future. Culotti also highlighted concerns over state spending and accountability, including calls for audits of major programs and a stronger focus on how taxpayer dollars are being used. She pointed to funding gaps in local communities and raised concerns about lost revenue streams, such as sales tax allocations tied to online purchases. “They rip off all of our towns,” she said, referencing how local communities are missing out on key funding sources. The broader conversation reflected a growing sense that California is at a turning point, with many voters questioning whether current policies are sustainable long-term. Alongside state-level discussions, the program also featured insights from USDA Undersecretary for Trade and Foreign Agricultural Affairs Luke Lindberg, who outlined progress in improving global market conditions for American agriculture. Lindberg reported significant movement in reducing the U.S. agricultural trade deficit, which has dropped from $50 billion to $29 billion over the past year. “We are making material progress,” Lindberg said, noting that expanding market access and strengthening trade relationships are key priorities. He pointed to recent agreements, including expanded beef exports to the United Kingdom and growing trade opportunities in Southeast Asia, as examples of how U.S. agriculture is gaining ground internationally. “Farmers and ranchers are winning again around the world,” Lindberg said. Trade promotion efforts are also playing a major role, with increased funding helping specialty crop producers—including citrus growers—build relationships and expand into new markets. These efforts are aimed at turning access into long-term market share for U.S. products. At the same time, improvements are being seen domestically. Lindberg noted that egg prices have dropped significantly over the past year, highlighting broader efforts to stabilize food markets while maintaining profitability for producers. Together, the discussions underscored the complex landscape facing agriculture—where state policy decisions, global trade dynamics, and economic pressures all intersect. As California's political future unfolds and international markets continue to evolve, the role of agriculture remains central to both conversations. Listen to the full interview below or on your favorite podcast app.
The Trump administration is preparing to issue $166 billion in tariff refunds following a Supreme Court decision, but the money is expected to go through importer systems — not directly to consumers. This episode breaks down what it means and who actually benefits. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A member of the Senate's transportation oversight committee said this week that he hopes to effectively “seal off” the U.S. from vehicles made by Chinese automakers.U.S. Sen. Bernie Moreno, R-Ohio, said during remarks ahead of the New York Auto Show that he would introduce a bill in the coming weeks to strengthen an existing ban on Chinese vehicles, Reuters reported.Rules finalized under the Biden administration early last year sought to prohibit Chinese automakers from selling passenger vehicles in the U.S., citing data privacy and national security concerns, but Moreno indicated that his measure will go further, incorporating not just vehicle imports but “hardware” and “software,” as well as partnerships between Chinese vehicle makers and other companies.Moreno told the Automotive Forum event that he aims for a framework in which “there's never a scenario where a Chinese automobile will enter our market.”He also said that he hopes governments in other nations would make similar efforts, from Canada and Mexico to the rest of Latin America and Europe. Chinese cars, however, are already sold in many of those markets.U.S. automakers and other industry groups, meanwhile, recently called on the government to prevent Chinese cars from entering the domestic market altogether ahead of a planned visit to China next month by President Trump. Trump, Reuters noted, had suggested during an event in Detroit earlier this year that he would be open to a Chinese auto plant in the U.S.#China #AutoIndustry #TradePolicy #Tariffs #NationalSecurity #ElectricVehicles #EVs #Manufacturing #GlobalTrade #SupplyChain #Automotive #USPolitics #Geopolitics #TechPolicy #DataSecurity #Cybersecurity #IndustryNews #BusinessNews #USManufacturing #Imports #TradeWar #EconomicPolicy #FutureOfAuto #Regulation #AutoNews
As India's energy transition accelerates, much of the real momentum is happening at the state level, where policy meets implementation. From electricity markets and regulatory design to industrial decarbonization and green growth, states sit at the center of how policy translates into action. But what does it take to drive large scale change within these systems?We present a special series exploring the changes shaping state-level transitions. How can incentives be aligned across institutions, political and economic realities managed, and programs designed to be both ambitious and implementable? And as clean energy becomes increasingly cost competitive, what is shaping the choices states make today?For the first part of the series, we spoke with Neelima Jain, Director of Industrial and Trade Policy at the India Energy and Climate Center at UC Berkeley. With experience spanning consulting, government, and global think tanks, she has played a key role in shaping and implementing some of India's most significant energy efficiency and transition efforts, including scaling up UJALA and advancing international energy cooperation.Full transcript of the episode is available in EnglishPresented by 101ReportersNeelima Jain is on LinkedIn and Twitter.Follow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin
Americans are continuing to feel the strain of rising costs, from gas to groceries, as concerns grow over global conflicts and U.S. trade policy. A new Pew Research Center survey finds that a majority lack confidence in President Donald Trump's handling of trade and tariffs, with many believing China continues to benefit more than the United States. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode of The Jason Cavness Experience, I sit down with Dr. Badri Narayanan Gopalakrishnan. Economist, global strategy leader, policy advisor, and academic with nearly 25 years of international experience. Dr. Badri has served as Joint Secretary at NITI Aayog (Government of India), where he led Trade and Commerce, Strategic Economic Dialogue, International Cooperation, and Vision India@2047. He currently serves as an Honorary Non-Resident Fellow at NITI Aayog and holds multiple global academic and policy appointments. With 15 published books, over 250 research papers, and thousands of academic citations including work published in Nature. Dr. Badri brings deep perspective on global trade, economic diplomacy, sustainability, and long-term development strategy. We discuss: • The future of global trade and economic realignment • India's Vision 2047 and long-term strategic planning • U.S.–India economic relations • International cooperation in a multipolar world • Economic modeling and policy impact • Sustainability and climate strategy • Bridging academia, government, and industry • Advising the World Bank, IMF, Google, Amazon, USDA, McKinsey, and more • Long-term economic strategy vs short-term cycles Dr. Badri also shares insights from founding Infinite Sum Modelling LLC, a global advisory firm with offices across North America, the Middle East, Africa, and Asia advising over 100 organizations worldwide. This episode is especially valuable for founders, policymakers, investors, and leaders thinking beyond quarterly cycles and toward generational strategy. Military Creator Con I'm a featured speaker at Military Creator Con, a conference bringing together veterans, creators, and entrepreneurs focused on building brands, businesses, and long-term leverage. If you're serious about turning experience into opportunity, this is the room to be in. Sign up here: https://bit.ly/speaker_jason_cavness_social What We Talked About • Leading trade and economic strategy at NITI Aayog • Vision India@2047 • Economic diplomacy and global cooperation • Sustainability and environmental strategy • Academic research influencing policy • Founding Infinite Sum Modelling • Advising governments and global corporations • Long-term economic planning Connect with Dr. Badri Narayanan Gopalakrishnan LinkedIn: https://www.linkedin.com/in/badrinarayanang/ Company Website: http://www.infisum.com/ Personal Academic Site: https://sites.google.com/site/badrinarayanang/ X (Twitter): @badrinarayanang Connect with Jason Cavness LinkedIn: https://www.linkedin.com/in/jasoncavness Instagram: https://www.instagram.com/thejasoncavnessexperience/ TikTok: https://www.tiktok.com/@jasoncavness Podcast: https://www.thejasoncavnessexperience.com
Episode 12 Labor Law Meets Trade Policy: The USMCA's Next Chapter Hosted by Mark G. Eskenazi and Ian Meklinsky Exploring the intersection of trade policy and labor law. The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship.
Not so long ago, it appeared to many observers that economic globalization, political liberalization and geopolitical stability were an unstoppable trio. They supported each other and created an economic and political environment that countries around the world couldn't help but want to be a part of. Some called it “the great moderation,” some, “the end of history.” Whatever name you want to give it, it seemed like it was here to stay. Which, of course, it wasn't. Today, according to this episode's guest, instability in all three of these realms — economics, domestic politics and geopolitics — is creating just the opposite: a vicious cycle of economic and political disorder, which we seem ill-equipped to get ourselves out of. Eswar Prasad, is a professor of Trade Policy and Economics at Cornell University, and author of the new book “The Doom Loop: Why the World Economic Order Is Spiraling into Disorder.” In this episode, he speaks with Mark Blyth and Brown University Assistant Professor of Political Science Aditi Sahasrabuddhe about the “doom loop” — what caused it, why it's so hard to stop, and what it means for the future of our global order.Learn more about and purchase “The Doom Loop: Why the World Economic Order Is Spiraling into Disorder.”Transcript coming soon to our website.
A week after the U.S. Supreme Court struck down the Trump administration's sweeping tariffs imposed under the International Emergency Economic Powers Act, the immediate shock has faded — but the consequences are still unfolding.The Court made clear that the Trump administration can not use emergency economic powers to redesign the country's trade policy, reaffirming that tariff authority rests with Congress. Within hours, the administration turned to Section 122 of the Trade Act of 1974, imposing a temporary 10% tariff, which was later revised to 15%. Whether that move withstands legal scrutiny remains uncertain.There are several questions that remain unanswered — will businesses get refunds for the $160 billion collected under the now-invalid tariffs? Did countries that rushed into negotiations concede too quickly? And what does this mean for India, which made trade concessions only to see the tariffs collapse in court Guest: Deborah Elms, Head of Trade Policy at the Hinrich Foundation Host: Nivedita V Edited by Sharmada Venkatasubramnaian Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Mark Welch, a grain marketing analyst from Texas A & M University, said it’s past time for more certainty in overseas trade policy. NAFB News ServiceSee omnystudio.com/listener for privacy information.
In The Doom Loop: Why the World Economic Order Is Spiraling into Disorder, Eswar Prasad argues that we are caught in a destructive feedback loop between economics, domestic politics, and geopolitics.Prasad is a professor of Trade Policy and Economics at Cornell University, as well as a Senior Fellow at the Brookings Institution. In his new book, he explores how globalization, international institutions, the rise of “middle power” countries, and technological innovations had the potential to promote shared prosperity—but instead are driving global instability.In his conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, he discusses the breakdown of the rule-based system, implications for trade policy in Europe and elsewhere, and the role AI plays in driving global instability.Key topics discussed: 01:20 | The doom loop driving global instability06:41 | The positive aspects of globalization and middle powers12:02 | Implications for European trade policy15:51 | The breakdown of the rule-based system18:36 | The role of AI and other technologies in the doom loop23:57 | Reasons for remaining optimisticAdditional inspirations from Eswar Prasad:The Future of Money: How the Digital Revolution Is Transforming Currencies and Finance (Belknap Press: An Imprint of Harvard University Press, 2023)
When President Trump declared a national emergency and imposed sweeping tariffs under the International Emergency Economic Powers Act (IEEPA), businesses challenged the move, arguing the president did not have authority under that statute to impose tariffs. The Supreme Court recently agreed. On this episode of Stanford Legal, co-host Professor Pamela Karlan sits down with international trade expert Alan Sykes, professor of law and Warren Christopher Professor in the Practice of International Law and Diplomacy, to unpack the Court's 6–3 decision. Sykes is a leading expert on the application of economics to legal problems and the author of the book The Law and Economics of International Trade Agreements. At the heart of the case, Sykes explains, was the question of whether a statute that allows the president to “regulate importation” can be stretched to authorize taxes on imports. The majority said no, emphasizing that the Constitution assigns the taxing power to Congress, and that if Congress intended to hand that power over, it would have said so clearly. The conversation explores the statutory arguments, the role of the Major Questions Doctrine, and the unusual alignments among the justices. But the ruling raises as many questions as it answers, Sykes notes. What happens to billions in tariffs already collected? Do international trade deals struck in the shadow of these tariffs still stand? And with other statutory tools available is this really the end of the tariff saga, or just the next chapter? Links: Alan O. Sykes >>> Stanford Law page The Law and Economics of International Trade Agreements >>> Stanford Law page Connect: Episode Transcripts >>> Stanford Legal Podcast Website Stanford Legal Podcast >>> LinkedIn Page Rich Ford >>> Twitter/X Pam Karlan >>> Stanford Law School Page Diego Zambrano >>> Stanford Law School Page Stanford Law School >>> Twitter/X Stanford Lawyer Magazine >>> Twitter/X (00:00:00) Tariffs and IEEPA (00:10:53) Statutory text and the history of tariffs (00:13:54) “Regulate importation” and the Major Questions Doctrine (00:17:56) Liquidation Timing, finality, and the 314‑day rule (00:19:11) The Court of International Trade (00:29:53) From IEEPA to Section 122 and what's next under Section 301 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is China competing—or executing a long-term strategy to dominate global industry? In this episode of The China Desk, legendary CEO advisor Ram Charan joins Steve Yates to break down his book China's 90% Model: China Has America by the Throat — Here's How to Fight Back and Win. Charan argues that China's strategy is deliberate: build capacity to meet 90% of global demand, sell below marginal cost, subsidize exports, and destroy competitors across entire industries. Drawing on six decades advising global executives—including more than 50 Chinese companies—Charan explains how this model has hollowed out American manufacturing in sectors like solar, pharmaceuticals, chemicals, and advanced materials. He describes why many CEOs understand the threat privately but hesitate to speak publicly, and why investors may be underestimating long-term risk. The conversation explores: How industrial dominance becomes national security leverage Why excess capacity and currency policy matter The strategic risk of supply chain choke points like magnets and critical inputs The need for a cabinet-level Department of Manufacturing and Technology Why economic security and national security are now inseparable Charan argues that America and its allies still possess overwhelming economic strength—but only if they coordinate industrial policy, rebuild manufacturing capacity, and communicate the stakes clearly to the public and business leaders alike. This is a high-level strategic conversation about economic warfare, industrial capacity, and what the next seven years could determine for the global balance of power. 00:00 — Introduction and Ram Charan's background 02:40 — What is China's 90% Model? 04:19 — Industrial dominance and strategic execution 05:18 — The origins of China's long-term strategy 08:19 — How to measure industry capture and market share 12:06 — Why CEOs stay silent and investor blind spots 14:11 — The October wake-up moment 16:22 — When companies must exit China 18:26 — Building an allied industrial coalition 21:44 — Economic security equals national security 23:17 — War-time leverage and supply chain choke points 25:21 — Proposal: Department of Manufacturing and Technology 27:35 — Seven-year strategy and public awareness 30:27 — Where to find the book and follow Ram Charan Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump's tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshapes executive authority over trade policy, and what could come next for Trump's proposed new tariff initiatives.
What happens when Supreme Court tariff rulings collide with AI governance, agentic commerce, and the future of wholesale distribution?In this episode of Around the Horn in Wholesale Distribution, Kevin Brown, Tom Burton, and Nick Pericle unpack the legal shockwaves from the IEEPA tariff decision, the 150 day Section 122 pivot, and what it really means for distributors, manufacturers, and B2B buyers.What You'll Learn:Why the Supreme Court's IEEPA tariff ruling does not mean tariffs are over and how Section 122 changes the timelineWho ultimately pays tariffs in a B2B supply chain and why potential refunds could create massive downstream complexityWhat AI governance actually means for wholesale distributors beyond just “using Copilot”How agentic AI and autonomous commerce could reshape B2B eCommerce expectationsWhy API first architecture, data integration, and disciplined procurement are now competitive advantagesHow to drive organic growth through white space analysis, cross sell strategy, and AI powered revenue expansionEpisode Highlights:03:45 – Supreme Court rules against IEEPA tariffs and what Section 122 means for distributors12:20 – If tariffs are refunded, who actually gets the money in a multi layer supply chain?24:10 – AI governance versus cybersecurity: what distributors are missing36:55 – Agentic AI in action: autonomous purchasing and the future of B2B commerce49:30 – Why ERP is not the single source of truth anymore58:40 – Organic growth, white space strategy, and becoming a “Moneyball distributor”01:08:15 – Robotics, humanoid automation, and the warehouse of 203001:18:50 – Long term economic outlook: deficit reduction versus stimulusMeet the Guest:Nick Pericle is Founder of Tenexity, where he helps wholesale distributors build AI governance frameworks, digital transformation strategy, and execution roadmaps. He works closely with distribution leaders navigating AI adoption, technology procurement, and long term competitive positioning.Tools, Frameworks, and Strategies Mentioned:AI Governance Frameworks for distribution organizationsAgentic AI tools such as Perplexity Comet, OpenAI Atlas, and Claude browser agentsAPI first integration strategy across ERP, CRM, WMS, and eCommerce platformsRevenue Expander and white space analysis for organic growthMoneyball distribution strategy using predictive analyticsSection 122 of the Trade Act of 1974 and IEEPA tariff authorityClosing Insight:Tariffs may dominate the headlines, but the deeper story is discipline. Discipline in technology procurement. Discipline in AI governance. Discipline in organic growth. And discipline in building systems that integrate data instead of fragmentinLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
In this explosive episode, you'll get breaking analysis of the Supreme Court's landmark 6-3 decision declaring Trump's tariffs unconstitutional, and what it means for the economy, Congress, and the upcoming State of the Union address. Key topics you'll explore in this episode: • The Supreme Court's constitutional reasoning behind striking down Trump's tariff authority and why this wasn't an ideological decision • Trump's immediate response and his plan to impose new tariffs under different legal authority • The massive logistical nightmare facing businesses: Will companies have to refund tariff costs to consumers? How will they prove what was passed on? • The rising power of Commerce Secretary and how Section 232 and Section 301 trade authorities become the new battleground • Whether Congress will finally reclaim its Article One constitutional duty to regulate tariffs through a new reconciliation package • State of the Union preview: Will Trump stay on teleprompter or go off-script attacking the Supreme Court? • The strategic debate: Should Democrats attend the State of the Union or boycott? Our panel is deeply divided • Alternative State of the Union events on the National Mall and at the National Press Club—who's attending and why it matters • How the rise of independent journalism and platforms like Substack are changing political media consumption • The proper decorum debate: Is sitting silently while the President lies a dereliction of duty, or is disrupting the institution worse? This episode features passionate debate between our co-hosts about institutional norms, political strategy, and what Democrats should do on Tuesday night. You'll hear arguments for maintaining decorum versus the moral imperative to resist, and why this moment represents a fundamental question about American democratic institutions. Whether you're concerned about rising prices, worried about constitutional checks and balances, or just trying to understand what happens next in this chaotic political moment, this episode gives you the insider analysis you need.
US President Donald Trump slaps 15 percent trade levy on all imports. The move comes just a day after he'd set them at 10 percent - enraged by a Supreme Court ruling striking down much of his tariff regime. What are the global implications? In this episode: Deborah Elms, Head of Trade Policy, Hinrich Foundation. Rebecca Christie, Senior Fellow, Bruegel. Garima Kapoor, Deputy Head, Research, Elara Securities Host: Tom McRae Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube
The Supreme Court just dropped a shocking 6-3 ruling striking down President Donald J. Trump's “Liberation Day” tariffs under IEEPA. In this urgent 15-minute breakdown, The Right Side with Doug Billings gives you the full story: who voted what, the explosive dissents from Clarence Thomas, what it means for your job and wallet, and — most importantly — President Trump's complete playbook to fight back and WIN.Timestamps:0:00 – High-energy intro & hook0:45 – Exact 6-3 breakdown + Roberts & Thomas quotes3:30 – Real impact on prices, jobs & Treasury6:00 – How the lawsuits happened & who's really behind them8:30 – Trump's full fight-back playbook (Section 232, 301, 122 & more)12:00 – Historical lessons & 3 biggest takeaways13:45 – Your action steps + powerful closePresident Trump is already moving with national-security tariffs, unfair-trade investigations, and fast-track legislation in Congress. This is NOT a defeat — it's a wake-up call for Article I restoration and stronger America First trade policy.If you want raw, no-spin truth and the America First fight, hit PLAY now!✅ Subscribe to The Right Side on your favorite podcast app✅ Watch the full video on YouTube: @TheRightSideDougBillings✅ Follow Doug Billings daily:X → @DougBillingsTruth Social → @DougBillingsDrop your comment: “Checks and balances or deep state in robes?”Subscribe (it's FREE) to Doug's channel on YouTube: @TheRightSideDougBillings#SupremeCourt #TrumpTariffs #LiberationDay #6-3Ruling #Trump2026 #AmericaFirst #TariffFight #SCOTUS #DougBillings #TheRightSide #DeepStateInRobes #ArticleI #TradeWar #MakeAmericaFirstSupport the show
One of the nation's largest brewers says it expects tariffs on the aluminum used in its cans to dent its profits this year.Molson Coors said in its latest financial results that an 8.1% jump in its average cost of goods sold in the quarter, in part, reflected increases in the U.S. Midwest aluminum premium, and noted that commodity inflation would continue to affect profitability this year. Company officials estimated at an industry conference Wednesday that aluminum costs would impact profit by about $125 million, Reuters reported.#MolsonCoors, #AluminumTariffs, #Tariffs, #AluminumPrices, #CommodityInflation, #BeerIndustry, #ManufacturingCosts, #BusinessNews, #CorporateEarnings, #SupplyChain, #Inflation, #USManufacturing, #MetalsMarket, #TradePolicy, #EconomicNews, #BeverageIndustry, #CostOfGoodsSold, #ProfitMargins, #Reuters, #MillerLite, #Peroni, #Vizzy
Guest Congressman Bob Latta, 5th District Ohio, joins to discuss the latest government shutdown. Discussion of the appropriations process, DHS funding, SAVE act battles and more. Are we prepared for upcoming energy demands, and what kind of technology are we working on? Guest Jeff Gerrish, Fmr Ambassador and US Trade Rep under Trump admin, joins to discuss latest tariff news, trade wars, and foreign relations. Discussion of ongoing fear mongering of tariffs that could be harming the economy. Is it happening? Discussion of long term trade policy and US manufacturing.
Sean Syverson, Swing Barrel Brewing, joins Afternoons Live with Tyler Axness to discuss a recent meeting with Senator Amy Klobuchar where they discussed the impacts of international trade policy on small businesses.See omnystudio.com/listener for privacy information.
Episode 84 is here — and yes, 84 is the atomic number of polonium, 1984 is Orwellian, and Van Halen absolutely peaked. You're welcome. We're joined again by friend of the pod Dmitry Grozoubinski, Executive Director of the Geneva Trade Platform and author of Why Politicians Lie About Trade. And we ask the big question:
It was a Friday Night Special! Several Presidential actions impacting trade. Listen for more on Two Minutes in Trade.
CAFTA-ish, because one trade deal wasn't enough - Guatemala and El Salvador sign tariff agreements. Listen for more on Two Minutes in Trade.
Gene Marks reports small business remains robust with tariffs manageable, as entrepreneurs adapt to trade policy changes and maintain confidence despite ongoing economic uncertainties and supply chain adjustments.1930 CHINATOWN MOTT STREET
Trade rules under pressure, supply chain shake-ups and a WTO in need of CPR – These were some of the highlights from Trade Policy Day 2025. The mission? Move faster and diversify the EU's trade partnerships, without ditching European values. With the return of geopolitics every new deal counts and standing still isn't an option
What happens when economic uncertainty, tariffs, AI agents, and cybersecurity risks collide inside wholesale distribution?In this episode of Around the Horn in Wholesale Distribution, Kevin Brown and Tom Burton break down the signals beneath the noise and explain what manufacturers and distributors should actually be paying attention to right now.From inflation ambiguity and tariff authority to AI-driven buying behavior and hidden margin opportunities, this conversation connects macroeconomic shifts to real operational decisions that impact growth, security, and profitability across the wholesale supply chain.What You'll Learn:Why economic uncertainty, not inflation alone, is the dominant concern for executives heading into 2026How tariffs, executive authority, and Supreme Court timing could reshape trade policy without dramatic disruptionWhere “trapped potential” hides inside distributor margin, pricing discipline, and product mixWhy AI agents are changing how B2B buyers research, evaluate, and eventually purchaseHow cybersecurity threats now target supply chain ecosystems, not just individual companiesEpisode Highlights:03:10 – Why economic uncertainty matters more than headline inflation numbers09:25 – Manufacturing signals, demand hesitation, and planning in the “gray zone” economy16:40 – Tariffs, executive authority, and why the Supreme Court is likely to rule narrowly26:05 – How distributors can uncover “trapped potential” through margin and pricing discipline36:30 – AI-generated content vs real value creation in B2B marketing46:15 – Agentic AI and how machine-to-machine buying is changing sales discovery56:40 – Cybersecurity risk across distributors, vendors, and shared digital ecosystemsTools, Frameworks, and Concepts MentionedAI-enabled Customer Intelligence and Smart CRM platformsAgentic AI and multi-agent workflowsTrapped potential and organic revenue growthPricing discipline and margin visibilitySOC 2 compliance and supply chain cybersecurityERP, CRM, and data silo integrationClosing Insight:Economic cycles come and go, but clarity comes from understanding where risk, margin, and opportunity actually live inside your business. The distributors who win next will not wait for certainty, they'll build systems that adapt faster than change itself.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.
Is the era of manufacturing-led growth officially over? For decades, the path to a stable middle class was paved through industrialization, but today, even manufacturing giants like China are losing millions of factory jobs to automation.In this episode, Bethany McLean and Luigi Zingales sit down with Dani Rodrik, Ford Foundation Professor of International Political Economy at Harvard and author of Shared Prosperity in a Fractured World. Rodrik argues that we have "no other choice" but to look toward the service sector to anchor our future economy.But there's a problem: we still treat these essential roles as "bottom rung" jobs in terms of pay and respect. Is it possible to elevate a job's status and pay simply because society needs it to be better? As Rodrik argues, it's a future we must learn to navigate if we want to preserve a stable society. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode of the AAF Exchange: It's ALL confusing – Trump's (second) first year, the state of the economy, and trade policy. Joining us to discuss it are AAF President Douglas Holtz-Eakin and Trade Policy Analyst Jacob Jensen. Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e
232 tariffs on semiconductors and critical minerals were released; some details on a Taiwan agreement and a new export licensing policy were also announced. Listen to Two Minutes in Trade for more.
In this episode of Main Street Matters, Elaine Parker sits down with Brian Reisinger to examine how U.S. trade policies are impacting family farmers across the country. They break down the long-term effects of NAFTA, the reality of modern trade barriers, and why many farmers are “land rich, cash poor” despite owning valuable property. Reisinger explains why one-size-fits-all trade agreements often leave small and mid-sized farms behind, and what smarter, targeted trade policies could do to protect food security, strengthen rural economies, and preserve economic diversity in American agriculture.See omnystudio.com/listener for privacy information.
In this episode of The Sound of Economics, host Rebecca Christie is joined by Professor Amita Batra, of Jawaharlal Nehru University's Centre for South Asian Studies, and Bruegel Senior Fellow Ignacio Garcia Bercero to discuss the European Union-India trade relationship and its potential. What scope is there for a free trade agreement, particularly regarding tricky sectors like steel and automotive manufacturing? How will Europe's new Carbon Border Adjustment Mechanism affect the dynamic? Is there room for closer cooperation given the geopolitical pressures posed by the United States and China? Working together, India's growth and the EU's trade experience have the potential to find more common ground, if political obstacles can be overcome. Related research: Batra, A. (2022) India's Trade Policy in the 21st Century, Routledge García-Bercero, I. and A. Sapir (2025) ‘The time is right to make a European Union-India trade deal happen', Policy Brief 19/2025, Bruegel
3/4. Price Discovery, Trade Policy, and Government Market Distortions — Terry Anderson (Editor) — Andersondiscusses Timothy Fitzgerald's analysis demonstrating that border carbon adjustment mechanisms frequently disguise protectionist trade policies, aligning with the "bootleggers and Baptists" theoretical model. Anderson stresses that authentic price discovery in financial markets is absolutely crucial for effective climate adaptation. However, government intervention, including subsidized insurance programs for flood and crop losses, systematically distorts accurate price signals, preventing consumers from developing effective behavioral and economic adaptations to genuine environmental risks. 1905
PREVIEW — Alan Tonelson — Worries Over Agriculture Driving US-China Trade Policy. John Batchelor and Tonelson examine Tonelson's concern that the Trump administration is allowing soybeans and agricultural interests to dominate U.S.-China trade policy formulation. While Tonelson views the administration's overall trade strategy as substantially superior to previous approaches, he expresses serious concern that prioritizing agricultural constituencies for political reasons—maintaining electoral base support—systematically undermines U.S. national security interests and critical manufacturing sector development. 1930 HONG KONG Unvanquished edited Document · MD
Episode: #394 Hosts: Andy Shiles & Lalo Solorzano Guest: Eric Hargraves Director – Elliott Davis LinkedIn: https://www.linkedin.com/in/eric-hargraves-98a4572/ Firm: Elliott Davis — https://www.linkedin.com/company/elliott-davis-1920/ Published : November 20, 2025 Length: ~34 minutes Presented by: Global Training Center Episode Overview In this in-depth roundtable discussion, Andy and Lalo welcome back Eric Hargraves, a listener favorite and trade policy expert known for breaking down complex issues with clarity. This episode tackles one of the hottest topics in global trade: the future of tariffs, IEEPA, and how the Supreme Court's upcoming decision could reshape U.S. trade policy. Eric shares his early analysis of the recent Supreme Court oral arguments on the use of IEEPA (International Emergency Economic Powers Act) to impose broad, country-wide tariffs—an approach now under scrutiny. Together, they explore whether the U.S. is shifting away from country-of-origin-based tariffs toward sector-based or product-based tariff frameworks, and what that means for importers, exporters, and manufacturers. They also take a historical walk through Section 232 and 301, discuss China's role in the global supply chain, unpack forced labor concerns, and examine how trade policy is being used not just as an economic tool—but a geopolitical one. If your business relies on global sourcing, supply chain planning, cost modeling, or tariff strategy, this is a must-listen episode that cuts through political noise and focuses on operational reality. What You'll Learn in This Episode
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Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains.Christian joins the podcast this week to talk about what he's seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.
As the Supreme Court takes up one of the most consequential trade cases in decades, former Biden administration official and Yale-trained lawyer Peter Harrell joins Jacob L. for a real-time breakdown of what's at stake. Together, they cut through the legal jargon to reveal how a 1977 emergency powers statute became the foundation for Donald Trump's sweeping tariff regime—and why the Court's decision could reshape U.S. trade, markets, and global power. A crash course in law, economics, and political brinkmanship.--Timestamps:(00:00) - Introduction(00:45) - Supreme Court and Tariff Legality(05:09) - Understanding IEPA and Its Implications(15:30) - Potential Outcomes and Impacts(22:24) - US-Mexico-Canada Trade Relations(26:27) - Mexico's Trade Challenges(26:35) - Trump Administration's Legal Battles(27:49) - Supreme Court's Role in Tariff Decisions(28:20) - Foreign Governments' Reactions(30:36) - Impact of US Elections on Trade Policy(34:46) - Historical Context of Tariffs(38:25) - Trump's Trade Deals with Cambodia and Malaysia(43:24) - Future of US Tariff Policy(48:39) - Implications for Small and Medium-Sized Businesses--Referenced in the Show:Peter Harrell - https://carnegieendowment.org/people/peter-harrell?lang=en Twitter - https://x.com/petereharrell--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
Mike speaks with Barbara Weisel, nonresident scholar in the Asia Program at the Carnegie Endowment for International Peace. She built a career serving in the Office of the U.S. Trade Representative for 23 years, departing as Assistant U.S. Trade Representative for Southeast Asia in October 2017. They discuss U.S. trade policy past and present, the mechanics of trade negotiations, how trade agreements impact national security and geopolitical strategy, how allies and partners should approach economic relations with the United States in the coming years, and more.
When President Trump slapped sky-high tariffs on goods from China, exporters rerouted ships elsewhere. Now that those tariffs are on pause, shipping costs aren't magically coming down — the cargo is spread all over the world. In this episode, we explain this unintended effect of Trump's inconsistent trade policy. Plus: One woman makes it her mission to provide free student loan advice, Georgia shrimpers struggle to compete with foreign suppliers, and a florist navigates price changes.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.