Podcasts about trade policy

Poised for imminent passage, the Russia and Iran Act of 2026 would create a new secondary tariff tool aimed at countries buying Russian energy or helping Russia evade sanctions. The bill could mark a new chapter in Trump trade policy by turning sanctions enforcement into a mandatory, country-wide tariff mechanism with significant implications for importers and global supply chains. By: Edward Steiner

Poised for imminent passage, the Russia and Iran Act of 2026 would create a new secondary tariff tool aimed at countries buying Russian energy or helping Russia evade sanctions. The bill could mark a new chapter in Trump trade policy by turning sanctions enforcement into a mandatory, country-wide tariff mechanism with significant implications for importers and global supply chains. By: Edward Steiner

Mark and Cris are joined by Dante to unpack the August employment report. While the headline number surprised to the upside, they agree it does little to change their view of underlying job growth. The discussion turns to the implications for monetary policy, including how renewed pressure from President Trump for rate cuts could factor into the Fed outlook. With Marisa away, the team skips the usual stats game and instead weighs the economic risks and opportunities they believe are underappreciated.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The digital economy may get the headlines, but behind every AI breakthrough, electric vehicle, automated warehouse, and data center is a complex physical supply chain making it possible. In this episode of The Buzz, powered by Toyota Automated Logistics, hosts Scott Luton and Karin Bursa welcome Gaurav Singh Chaudhary, founder and editor of Silicon and Steel, to explore the infrastructure, materials, energy, and global trade relationships powering some of today's biggest transformations.From Walmart's massive investment in automated fulfillment to dramatic shifts in the Southern timber industry, Scott, Karin, and Gaurav break down the connections between changing consumer demand, automation, trade policy, and supply chain strategy. They examine the potential impact of semiconductor tariffs on AI infrastructure, why nuclear energy's fuel supply could become a critical bottleneck, and how AI and EV manufacturers are increasingly competing for the same electronics and manufacturing capacity.Along the way, the conversation highlights an important reality: the AI economy isn't purely digital. Its growth depends on chips, energy, batteries, data centers, manufacturing capacity, logistics networks, and resilient global supply chains.Key TakeawaysSpeed must be designed into the network. Walmart's next-generation fulfillment investment demonstrates why companies can't simply compensate for poor network design with more expensive transportation.Automation is changing the nature of warehouse work. As fulfillment processes become increasingly automated, traditional manual roles are giving way to jobs focused on maintaining, operating, and optimizing technology.Supply chains operate on dramatically different timelines. Timber can take decades to mature while demand, tariffs, interest rates, and trade policies can change within months, creating significant challenges for long-term planning.The AI economy has a very physical foundation. Chips, servers, power generation, cooling systems, batteries, and data centers all create supply constraints that can determine how quickly AI infrastructure scales.Nuclear energy presents a supply chain bottleneck. The fuel required by emerging small nuclear reactors creates sourcing and geopolitical risks that extend far beyond simply building more reactors.AI and automotive supply chains are increasingly interconnected. EVs and AI infrastructure compete for electronics, chips, circuit boards, batteries, and manufacturing capacity while AI demand is also creating new opportunities for automotive battery investments.Context turns data into actionable intelligence. Supply chain-specific AI must understand industry terminology, relationships, workflows, and business rules, not simply process general-purpose data.Supply chain leaders can no longer look at AI, energy, manufacturing, trade, logistics, and infrastructure as separate conversations. This episode connects the dots between them. Tune in for practical insights into how automation, tariffs, shifting demand, energy constraints, and emerging technologies are reshaping global supply chains and why understanding the physical infrastructure behind the digital economy will be essential for navigating what comes next.Additional Links & Resources: Toyota Automated Logistics: https://toyota-automated-logistics.com/ With That Said: https://bit.ly/WTS-30-Aug-2026 From Data Chaos To Decision Intelligence: How AI Continues To Reshape Logistics: https://bit.ly/ExecExchange-MattMcKinney-LoopMeet Hunter Wendelstedt, MLB's next Ángel Hernández in the making: https://bit.ly/MLB-ABS-MakingTractionWalmart to build $1.3B fulfillment center in Georgia: https://bit.ly/Walmart-Invests-in-GATimber Was Gold in the South—Until a Market Collapse Crushed the Forest Economy: https://on.wsj.com/3T96zoxAnother potential headache for US data centers — Trump tariffs: https://politi.co/4gFffutWest Wants Nuclear for AI. Russia Controls the Fuel: https://bit.ly/3Uigrg6Silicon & Steel: https://siliconandsteel.co/ Connect with Gaurav on LinkedIn: https://www.linkedin.com/in/gsc/Upcoming Live Programming: https://supplychainnow.com/upcoming-live-programming/Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/Learn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkLearn more about Blue Yonder Cognitive Solutions: http://blueyonder.com/cognitiveWEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6KWEBINAR- Operational AI in the Supply Chain: How context empowers agents and humans to operate side by side: https://bit.ly/4x7Vd2ZWEBINAR- You Can't Manage What You Can't See: Using Visibility, KPIs, and AI to Optimize Logistics Operations: https://bit.ly/4ql6iemThis episode was hosted by Scott Luton and Karin Bursa, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated episode page at: https://supplychainnow.com/thebuzz-from-silicon-to-steel-supply-chains-behind-ai The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for Aug. 31. The second quarter was a good one for S&P 500 companies. Per-share earnings soared 53% and many companies have raised their guidance. WSJ reporter Theo Francis explains what's propelling those gains. Plus, the Federal Trade Commission sues Amazon for allegedly manipulating prices for ads on its site—and making billions from merchants. And the Supreme Court allows President Trump to keep building his White House ballroom. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing the circuits but opening the corral - two opposite actions. 1 bans the import of electric equipment; the other allows more duty-free beef. Listen for more on Two Minutes in Trade. 

Fox Across America host Jimmy Failla joins the program to share reflections on country music icon Dolly Parton following news of her passing. Failla discusses performing at the Grand Ole Opry, highlights Parton's cultural and economic legacy, and reviews archival broadcast interviews showcasing her career. The segment examines political media appearances, including recent exchanges between Fox News host Jesse Watters and Michigan Democratic U.S. Senate candidate Dr. Abdul El-Sayed, while exploring ongoing U.S.-Canada trade discussions. Hashtags:#JimmyFailla #DollyParton #FoxAcrossAmerica #JesseWatters #AbdulElSayed #CanadaTrade #TalkRadio

Monday, August 24, 2026 Today, minority leader Hakeem Jeffries met in secret with Jared Kushner to discuss how a Democratic House could work with the Trump administration; the Postal Service has published its rule on refusing to send mail ballots to people not on a federal list; Trump's claims about immigrants voting in Nevada turned out to be completely false; the Navy is weighing removing a Black Navy veteran's name from a new ship and replacing it with Donald Trump; the DNC is suing the Justice Department for communications about ballot seizures during the midterms; the President will travel to South Carolina to campaign for Darline Nordone; trade talks with Canada have cratered and Mark Carney is fighting back; the Pentagon has fired the editor of Stars and Stripes; Republicans are criticizing the administration's plan to import foreign beef; protected wild horses are heading to slaughter; a court has slashed Alex Jones' $50M payout to two Sandy Hook families; plus Allison and Dana deliver your Good News. Thank You, DeleteMe Get 20% off your DeleteMe plan when you go to www.joindeleteme.com/DAILYBEANS and use promo code DAILYBEANS at checkout.  Thank You, Landry Sauce Make laundry day the best day of the week! Get 20% off your entire order @LaundrySauce with code DAILYBEANS at https://laundrysauce.com/DAILYBEANS  #laundrysaucepod #ad Thank You, HoneyLove Save 20% Off Honeylove by going to honeylove.com/DAILYBEANS #honeylovepod  #sponsored   The Trump Epstein Memorial Bookmobile The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Diamond Dames - Subscribe here: Diamond Dames - A Ted Lasso PodcastDiamond Dames - YouTube playlist Guest: Jim RulandUSN never again - by Jim Ruland, Jim Ruland | Substack, JimRuland.net Mightier Than the Sword | Book by Jim Ruland | Official Publisher Page | Simon & Schuster   The Latest Breakdown→ FBI CONFESSES to HIDING Epstein Info in MY Lawsuit!! StoriesJeffries and Kushner Meet Privately as Midterm Attacks Fly | The New York Times Homeland Security Made a Big Claim About Noncitizen Voting. Now It Can't Prove It | New York Times Exclusive: Navy weighs renaming carrier slated to honor Black war hero, potentially switching it to Trump | CNN Politics Canadian Prime Minister Mark Carney calls new U.S. tariffs ‘a miscalculation' after trade talks collapse | NBC News Pentagon Fires Editor and Publisher of Independent Military Publication | The New York Times GOP lawmakers criticize Trump's beef import plan amid blowback from ranchers | NBC News Under Trump, Protected Wild Horses Are Going to Slaughter | The New York Times Court cuts $50M judgment against Alex Jones over falsely labeling Sandy Hook killings a hoax | AP News Postal Service issues ‘final order' to restrict mail-in voting | MS NOW Democrats sue Trump DOJ for records on potential ballot seizures in midterms | Democracy Docket Good Trouble →Friday August 28 in DC March On Washington 2026 -marchonwashington2026.com → Check Your Voter Registration Deadlines - Vote.org →Helpline Orientation- Spanish Speakers Needed! · VoteRiders →Help save Texas from Ken Paxton! →NO HATE in WA State →Stand With Minnesota →iceout.org Good NewsPFLAG Stillwater Humane Society Oct 9 -Southwest Funny Fest:Dana Goldberg's Southwest FunnyFest - City of Albuquerque -Email Dana@DanaGoldberg.com for sponsorship informationTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago  →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com Subscribe to the MSW on YouTube - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - ActBlue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship - boomerang - pathways  Dana and The Daily Beans support of Human Rights Campaign ONE CAUSE HRC The Daily Beans supports It Gets BetterNational Security Counselors - Donate, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thursday, August 20, 2026 Today, US Attorney Jeanine Pirro has a meltdown over a judge releasing a woman accused of vandalizing the WWII memorial in DC; Trump walks back his tariffs on Canada; Pete Hegseth travels to Iowa to campaign for republican Zach Nunn and maybe himself; mixed results emerge from elections in Alaska, Wyoming, California, Pennsylvania, and Florida; plus Allison and Dana deliver your Good News. Thank You, Helix 27% off Sitewide when you go to HelixSleep.com/dailybeans Thank You, Upwork Visit Upwork.com right now and post your job for free.  The Trump Epstein Memorial Bookmobile The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Diamond Dames - Subscribe here: Diamond Dames - A Ted Lasso PodcastDiamond Dames - YouTube playlist The Latest Breakdown→ INSIDE Trump DOJ's BRUTAL Epstein Court Reckoning StoriesTakeaways from Tuesday primaries: Trump endorsement only goes so far | ABC News 8 takeaways and surprises from Florida, Wyoming and Alaska primaries | The Washington Post Hegseth travels to Iowa in his ‘personal capacity' amid 2028 speculation | The Washington Post Trump says U.S. and Canada reached last-minute deal to delay 50% US tariffs on Canadian imports | PBS News Pirro slams order to release woman accused of vandalizing World War II Memorial | The Washington Post Good TroubleRoadless Areas | US Forest Service Protect the Roadless Area Conservation Rule ⭑ 5 Calls →Friday August 28 in DC March On Washington 2026 -marchonwashington2026.com → Check Your Voter Registration Deadlines - Vote.org →Helpline Orientation- Spanish Speakers Needed! · VoteRiders →Help save Texas from Ken Paxton! →NO HATE in WA State →Stand With Minnesota →iceout.org Good NewsWildwood: Follow the Crows | OHSU Foundation Oct 9 -Southwest Funny Fest:Dana Goldberg's Southwest FunnyFest - City of Albuquerque -Email Dana@DanaGoldberg.com for sponsorship informationTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago  →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com Subscribe to the MSW on YouTube - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - ActBlue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship - boomerang - pathways  Dana and The Daily Beans support of Human Rights Campaign ONE CAUSE HRC The Daily Beans supports It Gets BetterNational Security Counselors - Donate, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Byproducts from biofuels were a big topic of conversation at the recent U.S. Grains & Bio Products Council in Milwaukee. Jill Welke found out about the value those byproducts hold for farmers on the global scene - if we can get access to the markets. Andrew Brandt, Dir. of Trade Policy for the groups said agriculture's getting more attention then usual on the trade front. Anywhere from a 1/2 inch of rain to just over an inch overnight. Stu Muck chimes in with the rest of our rainfall reporters on what they received overnight. The Sauk Prairie area was reporting a little wind damage overnight from the passing storms. Hopefully the weather will be beautiful for this weekend's 63rd annual Badger Steam & Gas Engine club show outside of Baraboo. Teri Barr learns that this show is about more than just old iron. It's about story-telling, living history, and sharing memories. Judy Clark- Mente, a club member, explains why there are so many people dedicated to the success of the annual event. Disappointing numbers seemed to be the only thing consistent on the first full day of the Pro-Farmer Crop Tour. Farm broadcaster Andy Peterson gets yield trends from both the east and west legs of the tour. It's no secret that beef cattle numbers are still historically low around the U.S. That's forcing some tough conversations for the WI Beef Council and where it will invest its limited checkoff dollars. Pam Jahnke gets the scope of programs looking for funding from Curt Larson, president of the WI Beef Council. Larson is also President and CEO of the Equity Cooperative Livestock Sales Association. He says the collaboration that occurs state-to-state and nationally to maximize the limited funds is amazing. He explains how the process is currently unfolding. Paid for by Equity Cooperative Livestock on behalf of the WI Beef Council.See omnystudio.com/listener for privacy information.

Despite a major setback earlier this year when the Supreme Court ruled against his use of emergency authority in enacting tariffs back in April 2025 on what he called “Liberation Day,” President Donald Trump continues to find ways to levy import taxes on friends and foes alike. That includes a whopping 50% levy aimed at Canada which, if negotiations fail, will go into effect on August 19th. Meanwhile a new piece of legislation cloaked in the guise of Russian sanctions aims to effectively give the president carte blanche to levy tariffs on whichever countries he wants to. Is the president's “America First Trade Policy” a win for the American people? Inu Manak, senior fellow at the Peterson Institute for International Economics, joins The Excerpt to share her insights.Let us know what you think of this episode by sending an email to podcasts@usatoday.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nearly $60 billion in agricultural exports went to Canada and Mexico in 2024

I'm not getting older...you're getting older. And everything is just fine. Right?In this episode of Around The Horn in Wholesale Distribution, Kevin Brown and Tom Burton look ahead to the upcoming 200th episode celebration while unpacking another week of news affecting manufacturers, wholesale distributors, independent sales agents, and the global supply chain.Kevin and Tom begin by previewing the special 200th episode celebration, which will bring together a strong group of industry voices, including Mike Marks, Dirk Beveridge, Dan Schubert, Alex Chissofsky, and Steve Levy. They also reflect on the continued growth of the show, the expanding audience across podcast platforms, YouTube, LinkedIn, and the newsletter, and the importance of creating a weekly resource for the distribution and manufacturing community.The conversation then turns to the economy, including July consumer price data, producer price trends, inflation, interest rates, bond markets, mortgage rates, and the possibility of future rate cuts. Kevin and Tom discuss why the market may be stabilizing in some areas, while still facing uncertainty from energy prices, geopolitical pressure, and election-year dynamics.From there, they dive into supply chain and tariff issues, including the latest developments around tariff refunds, Section 301 tariffs, legal disputes, customer transparency, and the ongoing impact tariffs are having on distributors, manufacturers, contractors, and customer relationships. They also discuss the importance of balanced trade, the likely durability of the current tariff structure, and where tariff policy may stand a year from now.The episode also covers major distribution trends, including the economic impact of the HVACR distribution market, the KPIs that matter most for mid-market distributors, and the continued consolidation of independent distributors through acquisitions such as SRS Distribution's expansion into HVAC. Kevin and Tom discuss why consolidation may continue, but also why new independent distributors are likely to emerge from the talent and culture gaps created by large acquisitions.In the AI segment, Kevin and Tom explore the growing tension between AI hype and AI reality. They discuss concerns around failed implementations, immature products, unclear ROI, rising AI costs, governance mistakes, and the importance of choosing the right technology partner rather than simply chasing the newest tool. They also look at broader public skepticism around generative AI and the need to balance real risks with the meaningful productivity gains AI is already creating inside businesses.Finally, the episode touches on the human side of business, including the loss of institutional knowledge, the “silver tsunami,” knowledge transfer, leadership, busyness, and the importance of creating meaning beyond constant motion.As always, Kevin and Tom connect the headlines back to the practical realities of wholesale distribution and manufacturing, helping leaders understand what these trends mean for their customers, teams, technology decisions, and growth strategies.Timestamps and Chapters: 00:00 — Introduction and Episode 202 Setup 03:30 — Previewing the 200th Episode Celebration 08:15 — The Growth of Around The Horn 13:45 — What Around The Horn Covers Each Week 16:30 — LeadSmart Technologies and the Enterprise Growth Platform 20:15 — Inflation, Consumer Prices, and Interest Rate Expectations 27:30 — Bond Markets, Mortgage Rates, and Housing Pressure 34:00 — Election-Year Market Uncertainty 39:15 — Tariff Refunds and the $100 Billion Question 47:00 — Customer Transparency Around Tariffs 52:30 — Section 301 Tariffs and the Future of Trade Policy 59:00 — HVACR Distribution's Economic Impact 1:04:30 — KPIs That Matter for Mid-Market Distributors 1:12:15 — Process Improvement Through Software Implementation 1:17:00 — SRS, HVAC Acquisitions, and Distribution Consolidation 1:22:15 — AI Hype, AI Reality, and Technology Partner Risk 1:28:00 — Public Skepticism Around Generative AI 1:32:45 — AI Costs, Token Usage, and Budget Overruns 1:38:15 — The Human Side: Knowledge Transfer and the Silver Tsunami 1:42:00 — Busyness, Leadership, and Meaningful Work 1:47:30 — Closing Thoughts and 200th Celebration ReminderLeave 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.

Amazon keeps raising the bar. Steve Dennis and Michael LeBlanc open with the retailer's blockbuster quarter: massive gains in AWS and advertising, staggering AI capex, and retail revenue up 16% year over year, up from 12% last year. Third-party sellers now drive more than 60% of the business, and Citi pegs underlying GMV growth near 10%, roughly double the industry average. Amazon's B2B division alone now tops $60 billion, bigger than all but eleven U.S. retailers. Then the hosts dig into the agentic commerce numbers Amazon disclosed as Rufus folds into Alexa shopping, why sample bias demands caution here, and how grocery momentum is turning Amazon into a mega market-share threat.  Then: Shopify's revenue up 32%, and the tale-of-two-cities reality that a handful of giants now drive nearly all e-commerce growth. A mid-year check on Steve's Prediction #8 — luxury's future won't be evenly distributed. LVMH, Kering, and Capri lag on China softness and war induced Gulf weakness, while Hermès, Ralph Lauren, Richemont, and Zegna keep delivering outsized results. Live from the CommerceNext Growth Show: Kartik Hosanagar. He's Wharton's John C. Hower Professor of Technology and Digital Business, author of A Human's Guide to Machine Intelligence, and co-founder of Bliss Labs. His argument: the biggest shift in retail isn't a new technology or channel. It's a new customer. Treating AI as another distribution channel is the same mistake movie studios made with Netflix. There's no marketing science for AI yet. $9.99 pricing, scarcity, social proof — a model may not respond to any of it. Kartik walks through the Ridge wallet case: invisible in ChatGPT's "gifts for men" results, then the default recommendation within three weeks, complete with a hallucinated promotion. Every retailer faces the same fork: efficiency or meaning. The middle is the most dangerous place to stand. Kartik also details the simulation sandboxes that let brands test counterfactuals in a day instead of eight weeks, why you can't just ask an LLM why it picked a brand, and the three attitudes retailers need now: curious, experimental, collaborative Back in studio: Wayfair's encouraging quarter and Steve's change of heart, Warby Parker's mixed report as store count passes 400, tariff rebates ($100 billion of $160 billion already repaid, more tariffs looming), and whether live selling has hit its tipping point with QVC out of bankruptcy and Whatnot valued at $20 billion. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Key Topics The details and potential consequences of the US-Saudi civil nuclear agreement and its departure from previous non-proliferation standards The strategic importance of the Iran war, nuclear proliferation in the Middle East, and regional reactions to new US policies The Trump administration's approach to tariffs aimed at combating forced labor and their impact on international trade UK's post-election foreign policy outlook under Prime Minister Burnham, focusing on relations with Europe, the US, and support for Ukraine NATO defense commitments, international defense spending, and how UK's role in security continues to shape global stability The influence of the UK's domestic political landscape on its foreign policy and international partnerships Links Hugh Tomlinson — https://x.com/hughtomlinson Felicia Schwartz — https://x.com/felschwartz?lang=en Robbie Gramer — https://x.com/robbiegramer Belfer Center for Science and International Affairs — belfercenter.org World Review with Ivo Daalder — belfercenter.org/world-review-ivo-daalder

In this episode, panelists explore where we are and what may lie ahead for tariff refunds, changing policy tools and the overall landscape. They provide actionable insights to help shift from reacting to trade policy changes to proactively preparing your operations to navigate uncertainty. Discover practical approaches that can help you anticipate and address evolving challenges, making supply chains more resilient and adaptable.

Steve Dennis and Michael LeBlanc open episode 308 with a check on Steve's number one prediction for 2026 — uncertainty reigns supreme — and it's holding up. The flat 10% global tariff is gone, replaced by a 10–12.5% range on nearly all U.S. imports, with steeper rates for Canada and Brazil. The new forced-labor justification behind the increases strikes Steve and Michael as ridiculous and unlikely to survive a court challenge. The retail numbers look better than the tariff logic. June retail sales rose 5.7% year over year, led by sporting goods (a World Cup bump) and electronics. Grocery managed just 1%. Steve walks through why: dollars flat, units falling, prices 33% above pre-COVID levels, food bank use climbing on both sides of the border. Albertsons is the clearest case — sales nearly flat, guidance cut, stock down 20% in a day. Then, recorded live in the pop-up studio at the CommerceNext Growth Show in New York, Ulta Beauty Chief Retail Officer Amiee Bayer-Thomas argues stores are queen. Thirty years into a career she calls a lattice rather than a ladder — seven roles at Ulta alone, including chief supply chain officer through 2020 — she now owns everything from site selection and store design to services, asset protection, eventing, and the omni guest journey. Stores, she says, are experiential hubs delivering "beautytainment" through 60,000 associates across 1,500 locations. The numbers: 47 million loyalty members, 95% of whom shopped in-store last year. A NielsenIQ study of Gen Alpha found the most AI-engaged shoppers still pick stores over apps, 57% versus 36%. Amiee's take on AI: it's an "and," not an "or." Technology can flag a replenishment; only an associate reads the confusion on a guest's face in the skincare aisle. Omni guests visit and spend three times more. She previews a Times Square flagship alongside outlet and small-format stores, plus an eventing calendar headed toward 140,000 events this year. In the news, Wayfair is expanding its store footprint. Shein is heading toward a Hong Kong listing at roughly half its 2022 valuation. Also on the radar: fuel costs rising again as back-to-school and holiday approach, and U.S. population growth of 0.25% turning retail into a fight over share. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

From the ART of the deal to an Act of Congress. New bill would put Congress back in the driver's seat on Trade Policy. Listen for more on Two Minutes In Trade. 

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump's temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ markets reporter Sam Goldfarb discusses how that ripples through the economy. Meanwhile, heavy AI spending from Alphabet and Tesla spooked investors, and the Nasdaq dropped more than 2%. And after IBM issued a rare profit warning last week, the company's earnings shed more light on what went wrong. We hear from reporter Anissa Gardizy about where its business goes from here, while tech columnist Christopher Mims spoke with IBM CEO Arvind Krishna. Alex Ossola hosts. Correction: New U.S. tariffs target 60 economies, or more than 80 countries. An earlier version of this podcast incorrectly said the tariffs target 60 countries. (Corrected on July 24.) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: the European Union fines Google for breaching its digital competition rules. And U.S. lawmakers introduce a bill to rein in powerful AI models. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration's new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball's highest payroll into its biggest waste of money. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Scott Friedman, VP of Government Affairs at Altana, joins Madelyn to trace his journey from crafting trade enforcement policy in government to building the technology that underpins it. He explains how trade has shifted from an era of assumed free trade to being a deliberate tool of state power, highlighting rapid changes in U.S. policy, the gap between policymakers' ambitions and what regulators and companies can practically execute, and the crucial role of modern data and technology. Scott outlines Altana's vision for a trusted, transparent global trade network, including product passports as a “global entry for goods” and a federated data architecture that enables collaboration without sacrificing privacy. He contrasts Western transparency-driven systems with China's state-directed, opaque but highly efficient digital trade ecosystem, and explores evolving U.S.–EU alignment on customs, traceability, and digital infrastructure. The key takeaway: full end-to-end traceability is fast becoming the baseline expectation, and companies that lean into data-driven transparency now will be far better positioned in an increasingly complex enforcement environment. Highlights from their conversation include: Scott's Journey from Government to Trade Tech (0:41) America Founded on a Customs Dispute and Boston Tea Party (2:47) How Today's Trade Enforcement Differs from Past Eras (4:54) Gap between Policymakers, Regulators, and Global Trade (7:46) Altana Overview and Vision for Trusted Global Trade (11:22) Product Passports as Global Entry for Goods (14:08) Why Altana Uses a Federated Network Model (19:06) China's State-Directed Supply Chain Architecture (22:19) U.S. and EU Alignment on Customs, Data, and Traceability (29:29) What End-to-End Traceability Now Means for Importers (34:37) Key Takeaways and Episode Wrap-Up (39:14) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode from 2025, Matt Bufton speaks with Don Boudreaux about tariffs, free trade, and the economic misunderstandings that drive protectionist policies. Don critiques the balance of trade doctrine, drawing from historical examples and economic theory to explain why tariffs harm both consumers and producers. The discussion covers the impact of tariffs on the U.S. and Canada, how politicians exploit economic misconceptions, and why a policy of unilateral free trade would be the best path forward. References Globalization by Don Boudreaux Paperback: https://www.bloomsbury.com/us/globalization-9780313342134/   The Essential Hayek by Don Boudreaux Free PDF: https://www.fraserinstitute.org/sites/default/files/essential-hayek_0.pdf   "The Case for Free Trade" by Don Boudreaux (Mercatus Center) https://www.mercatus.org/system/files/boudreaux-benefits-free-trade-ep-v2.pdf  "Don't Get Played By Protectionists" (Cafe Hayek) https://cafehayek.com/2025/03/dont-get-played-by-protectionists.html  "On America's Trade Deficit With China" by Don Boudreaux https://thedailyeconomy.org/article/on-americas-trade-deficit-with-china/  "Adam Smith Doesn't Like U.S. Trade Policy" by Stuart Anderson https://www.forbes.com/sites/stuartanderson/2018/07/18/adam-smith-doesnt-like-u-s-trade-policy/  Thanks to our patrons, including Kris Rondolo, Amy Willis, and Christopher McDonald. To support the podcast, visit https://patreon.com/curioustask.

Trade policy is back at the center of the economic conversation. In this episode of Current Account, Clay examines a series of major developments that could reshape the U.S. trade landscape in the months ahead. He breaks down the administration's efforts to rebuild broad tariff authority following February's Supreme Court ruling, the growing role of Section 301, Section 122, and Section 232 trade authorities, and what upcoming deadlines could mean for businesses and global markets. Clay also explores the latest uncertainty surrounding the United States-Mexico-Canada Agreement (USMCA) after the United States declined to renew the pact for another 16-year term. The discussion offers a practical look at where trade negotiations stand and why tariffs are likely to remain a defining feature of U.S. economic policy. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

National says it's targeting growing parts of the world with its latest trade policy. It is promising to attempt seven new deals in five years if re-elected - following the success with India. These are Brazil, Switzerland, Argentina, Bangladesh, Nigeria, Uruguay and the European Free Trade Association. National's Trade Spokesperson Todd McClay told Mike Hosking that it takes advantage of recent logistical changes. He says Chinese airlines are using New Zealand as a stopping point to South America - making trade with the continent easier. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The NHS will divert billions of pounds from essential services to pay for new medicines, under the terms of the US-UK trade deal agreed in December, which could lead to more than 200,000 excess deaths, analysis has found. Ministers have defended the deal as a way of helping British drug exports avoid US tariffs and giving patients access to vital medication, but critics accuse the Labour party of caving into pressure from Donald Trump. Lucy Hough speaks to columnist Aditya Chakrabortty – watch on YouTube. Help support our independent journalism at theguardian.com/infocus

What if the biggest threat to corporate profitability isn't a recession, a supply chain disruption, or a technological breakthrough, but a tax that changes overnight?In this episode of Corporate Finance Explained, we break down the financial mechanics of tariffs and explore how rising trade barriers are reshaping corporate strategy, supply chains, pricing decisions, and profitability around the world. With the average effective U.S. tariff rate reaching levels not seen since the 1930s, companies are being forced to rethink where they manufacture, how they source materials, and how they manage risk.Using real-world examples from Apple, General Motors, and Ford, we examine how finance teams model tariff exposure, why legal changes can create massive uncertainty, and how tariffs quietly flow through inventory, balance sheets, and income statements before eventually showing up in consumer prices.

On today's show Andrew and Bill begin with Xi Jinping's call to seize the commanding heights of science, technology, and industry across six industries of the future, as well as the State Council's move to release a 34-article law that will implicate domestic firms, foreign businesses and potentially foreign governments, as well as PRC financial institutions and individual investors. From there: Reactions to Secretary of War Pete Hegseth's remarks at the 2026 Shangri-La Dialogue, why an absence of Taiwan mentions in his main speech is not necessarily seen in Beijing as a shift in policy, and questions regarding U.S. partnerships elsewhere in the region. At the end: The looming trade tensions between Europe and China, the expulsion of New York Times journalist Vivian Wang, the 37th anniversary of the Tiananmen Square massacres, and Steph Curry's new endorsement deal with Li-Ning.

Today on Uncommon Sense, we're discussing what may be the most consequential political moment of Donald Trump's career. With Trump's approval ratings slipping, the Iran conflict escalating, renewed questions surrounding the Epstein files, and the assassination of Charlie Kirk continuing to reverberate through the conservative movement, many Americans are asking whether these events are isolated, or part of a much larger story.In this episode, I examine the connections I believe may exist between these developments, including my view that the Epstein files may have been used as leverage against powerful political figures and that foreign interests have exerted significant influence over American policy in the Middle East.We'll discuss:Trump's declining support among his baseThe growing controversy surrounding U.S. involvement with IranThe unanswered questions surrounding the Epstein filesThe political impact of Charlie Kirk's assassination and its aftermathWhy I believe these stories intersect in ways the mainstream media refuses to exploreMy goal is not to tell you what to think, but to encourage you to question narratives, follow incentives, and examine who benefits from the decisions being made in Washington.--https://www.bible.com/

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

Stephen Grootes speaks to Rose Murunzi, Junior Economist at the Bureau for Economic Research, about South Africa’s growing vehicle trade deficit with China and India, why it has ballooned to around R90 billion, and what the surge in cheaper imports means for local manufacturers and trade policy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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:

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.

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.

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  

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.

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)

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

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

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.

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