Podcasts about usmca

Under the new Commerce procedures for minimizing 25% duties subject to section 232 auto/parts tariffs, auto makers will face more complications. For more information, listen to today's Two Minutes in Trade. 

*The chairman of the House Agriculture Committee defended farm safety net spending.  *Drought conditions are improving across parts of Texas.  *Congresswoman Monica De La Cruz is asking the U.S. Trade Representative to include the 1944 water treaty in the USMCA. *Memorial Day will kick off the summer grilling season.  *Cattle feeders in Texas are enjoying a period of economic strength.  *EPA has released a draft insecticide strategy.  *Temperatures are heating up on the Texas Southern Plains.  *A mare must produce good quality colostrum for the newborn foal to be healthy.  

Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-crawford-project-advances-with-feed-completion-eyes-2025-construction-6791Recording date: 13th May 2025Canada Nickel Corporation (TSX: CNC) presents a compelling investment opportunity as it advances North America's most promising nickel project in the face of unprecedented government support and institutional capital returning to the mining sector. CEO Mark Selby's leadership has positioned the company to capitalize on what he describes as "the world's largest nickel sulfide district" in Timmins, Ontario, with the flagship Crawford project now approaching a construction decision after completing its FEED study and progressing through permitting.The company's innovative financing strategy has set it apart during challenging capital markets, executing its fourth successful bridge financing arrangement to avoid dilutive equity raises while maintaining project momentum. Recent financing totaling $39-40 million, including a groundbreaking partnership with TTN First Nation, demonstrates management's ability to access capital through non-traditional channels. This approach recognizes the fundamental shift in mining finance, where actively managed funds have "shrunk very dramatically over the last 15 years" and become concentrated in gold, copper, and silver.Political tailwinds have never been stronger for critical mineral projects in North America. The Trump administration's supply chain security focus, combined with Canada's new government under Carney promising to accelerate critical mineral development, creates multiple funding pathways for projects like Crawford. The Canadian government has established numerous funding programs worth billions, though deployment has been slow until now. With both governments prioritizing critical mineral security and upcoming USMCA renegotiations, Canada Nickel is positioned to benefit from what Selby describes as "monster bold steps forward" in government support.Unlike many nickel companies dependent solely on the EV market, Canada Nickel has strategically designed its operations for market flexibility. The company can direct 100% of production to the stainless steel and alloy markets, which continue to show strong growth (China's 300 series stainless production up 12% year-over-year), while maintaining optionality for EV sales through its Samsung SDI offtake agreement. This diversification provides crucial revenue stability as some automotive manufacturers, including Honda, reassess their EV timelines.Perhaps most significantly for near-term share price performance, generalist institutional investors are returning to mining after a decade-long absence. Selby reports that recent conferences included multiple meetings with generalist funds, representing a fundamental shift from resource-only investors. These funds see relative value in a sector trading at "5 and 10% of NPV" compared to broader markets at high multiples. When generalist capital moves from "0.05% of assets to 0.1% to 0.25%," it creates what Selby describes as "a tidal wave of capital."The company has outlined a comprehensive $3 billion funding package with multiple committed sources including $500 million from Export Development Canada, $600 million in refundable tax credits, $100 million from Samsung, and additional potential funding from European agencies and Canadian government programs. With permitting on track for year-end completion and detailed engineering advancing, Canada Nickel is positioned to make its final investment decision and benefit from first-mover advantage in one of the world's most promising nickel districts.For investors, Canada Nickel represents exposure to critical mineral supply chain security, innovative financing structures, and the convergence of government support with returning institutional interest—all while maintaining operational flexibility that provides downside protection in volatile markets.—View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com

Bodyoid Horror: MIT's Trial Balloon to Grow Humans for Parts Unleashes Ethical Hell MIT floats a nightmare—grow “bodyoids” in labs for drugs, organs, maybe meat! No pain, no brains, they claim, but the transhumanist abyss yawns wide. Is this science or a soulless descent into Brave New World? Apple Readies “AI Agent Doctor” & Robotics is About to Have An “iPhone Moment”, Going Viral Apple's is nearing release of an AI agent to act as “doctor”, spy on your life, and dox you to whoever pays them.  But that's just the start: AI agents and humanoid robots are exploding onto the scene, with NVIDIA's CEO predicting streets swarming with bots by 2030 and the CEO of Figure says the 3 necessary tech hurdles to enable the trillion-dollar bot boom are here. It's totalitarianism meets voyeuristic tech terror Autism Apocalypse: Vaccine Giants Fuel a Silent Epidemic Autism rates are skyrocketing, with a 17% surge in just two years—now hitting 1 in 31 kids! While Big Pharma pumps 76 shots into vulnerable children, they dodge blame, claiming “better diagnosis” and use measles fearmongering to distract us. It's a profit-driven plague, destroying a generation while silencing voices screaming for truth! AI's Soulless Secret Unveils Meaning of “Image of God” and the Dignity of Humans Bryan Trilli's explosive book, Soulless Intelligence: How AI Proves We Need God, reveals AI's fatal flaw.   Ironically, AI may teach us what being in the image of God means and why ALL humans have value regardless of differing degrees of intellectual and physical abilities AI Twins: Digital Clones as Personal Assistants or Something Family Can Interact with When Your Gone      A new wave of AI startups is crafting digital twins—eerie replicas that mimic your voice, thoughts, and actions, taking your meetings, answering emails, and even “comforting” loved ones after your death!      Are they trying to replicate Michael Keaton's Multiplicity or Marlon Brando's computer tutor for his son in Superman? Supreme Court Showdown: Parents Battle School Board's ‘Pagan Pedophilia' Curriculum Pushing LGBTQ Sex Stories on 3-Year-Olds       A Maryland school board's sinister plan to force pre-K kids as young as three into explicit LGBTQ-themed storybooks—like same-sex playground sex—has ignited a court challenge      The case exposes a chilling state takeover of children's minds, funded by your skyrocketing property taxes. First 100 Days: Trump says “I Run the Country and the World”      With 130 executive orders in under 100 days, he's bypassing Congress and the judiciary, claiming sweeping powers over trade, immigration, and speech.  He says he “runs the country” and he's talking about a third term.  What would George Washington say?       Is this the end of constitutional governance and the rise of an imperial presidency?        What will Democrats do with this kind of power? Trump's Medicine Madness: 5 Years Later History Rhymes      He shrugs, 'Take your medicine,' blaming 'stupid leaders' for jobs fleeing to Mexico and China. But wait—wasn't he the mastermind behind USMCA? It's flaming hypocrisy as his flip-flopping tariffs spark an 'earthquake' of hidden damage—broken markets, shattered foundations, and a $37 trillion debt he won't touch!       Meanwhile, The chaos & uncertainty are more damaging than his “medicinal” tariffs as he locks down the economy       Trump's ‘medicine', focused on countries not industries, are sanctions by another name—while the real enemy, government debt and control, lurks in the shadows Punishing Those Found “NOT GUILTY” is OK with US Courts In a shocking abuse of power, Illinois cops seized a plumbing company's truck after a drunk driver crashed into it—and they've held it for over 15 months without a warrant or explanation!      And, as stealing property without even charging people with a crime has become standard practice so has “acquitted-conduct sentencing” where judges ignore NOT GUILTY jury verdicts and punish people for conduct the jury has acquitted — and the Supreme Court allows it to continue! Trump Goes Full Knucklehead with MS-13 Tattoo Tantrum Over a Photoshopped Lie       Trump's unhinged meltdown over a crudely photoshopped MS-13 tattoo exposes not only his shocking ignorance but an administration cowed into sycophancy, afraid to tell him when he forgets to wear his pants.      His administration is ignoring REAL evidence of cartel activity by the individual in question and doubling down on fake evidence out of pride and a determination to never admit a mistake.  How typical.  How telling.  How amusing and dangerous at the same time. China's Rare Earth Stranglehold: A Wake-Up Call for America      China's iron grip on over 90% of the world's rare earth mineral processing threatens to cripple U.S. technology, healthcare, and defense industries overnight as China's ready to turn off the tap in a high-stakes trade war in response to Trump's tariffs.       Join Josh Ballard, CEO of USA Rare Earth (USARE.com, NASDAQ:USRE), as he exposes the strategic maneuvering that gave China its monopoly, and unveils a bold plan to rebuild America's supply chain from the ground up.       How long will it take, and what happens in the interim? Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Shoot us a Text.Episode #1040: Today we're diving into a transatlantic tariff feud shaking up the luxury auto sector, a multistate lawsuit over EV charging funds, and why VW's nostalgic ID. Buzz just got benched. A new U.S.–U.K. trade deal that dramatically lowers tariffs on British auto exports is saving jobs at Jaguar Land Rover—but not without blowback. American automakers say the agreement favors British imports over North American-made vehicles, threatening jobs and supply chains at home.British auto exports to the U.S. will now face a 10% tariff—down from 27.5%—for up to 100,000 vehicles annually.Jaguar Land Rover, with 32% of its global sales in the U.S., has resumed exports and praised the deal for bringing certainty to the sector.The American Automotive Policy Council, representing GM, Ford, and Stellantis, condemned the deal, saying it undercuts USMCA-compliant vehicles made in Mexico or Canada.“This hurts American automakers, suppliers, and auto workers,” the Council said, warning the U.K. terms could set a damaging precedent for future trade deals.U.K. Prime Minister Keir Starmer defended the deal at a JLR plant, calling the tariff cut “hugely important to me,” while JLR CEO Adrian Mardell “warmly welcomed” the agreement.California and 16 other states are taking the Trump administration to court aiming to reinstate $5 billion intended for EV charger expansion across the U.S. The states say the funding is critical for innovation, climate goals, and job growth.The lawsuit challenges the Trump administration's February directive to halt $5 billion in EV charger construction authorized by the 2021 Infrastructure Act.States argue the move undermines efforts to reduce emissions and meet rising demand for clean transportation.California Governor Gavin Newsom slammed the decision as “another Trump gift to China,” saying it kills U.S. jobs and innovation.Volkswagen's nostalgia-fueled ID. Buzz is hitting a bump in the road. A pair of recalls—including one over a missing seatbelt in the back row—has sidelined sales of the electric van that was meant to channel the spirit of the 1960s.VW is recalling about 5,600 ID. Buzz EVs because U.S. regulators say its third-row bench is wide enough for three passengers—but has only two seatbelts.The fix? VW will install unpadded trim to reduce the perceived seat width and stay within safety rules.A second recall involves the emergency brake warning light, which shows amber instead of the federally required red.Dealers have been ordered not to sell any affected ID. Buzz units until the repairs are made.“It really took the wind out of my breJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

It's May 8th. Do you know where your tariff is? When the tariff winds shift, the Jacoby team is there to help you steer your strategy. Tune in to the latest episode of The Milk Check with special guest Will Loux from the U.S. Dairy Export Council, as we cover: Tariff tensions – How will ongoing trade talks between the U.S. and China impact dairy exports? Shifting trade strategies – How are global buyers adjusting to new tariff realities, and where does the U.S. stand in this complex landscape? Innovation and adaptation – What moves should U.S. producers and buyers make to adapt and thrive amidst tariff uncertainty? Don't miss this conversation as we explore how tariffs are reshaping the dairy trade and what the future holds for U.S. dairy exports. Listen now to The Milk Check episode 77: Tariff talk with Will Loux from the U.S. Dairy Export Council Intro (with music): Welcome to The Milk Check, a podcast from TC Jacoby & Company where we share market insights and analysis with dairy farmers in mind. Ted Jacoby III: Welcome, everybody, to this week's version of The Milk Check. It is May 1st, 2025. Once again, we're going to revisit the topic of tariffs and international trade. And as everybody knows, it's a shifting landscape. We have a special guest today, Will Loux from the US Dairy Export Council. Will is Senior Vice President of Global Economic Affairs. Will, thanks for joining us today. Will Loux: Thanks for having me, Ted. Good to be on. Ted Jacoby, III: We also have some of our usual suspects. Mike Brown, VP of Dairy Market Intelligence, Miguel Aragon, our director of Latin America Cheese Sales, and Josh White, our VP of Dairy Ingredients, and Tristan Sellentrup. Thanks for joining us, guys. So Will, we're going to start in the obvious place. What is DC's attitude about everything that's going on in tariffs, especially with regards to dairy? Do you see anything changing anytime soon? Is there anything in the works? What's the landscape as you see it? Will Loux: There's a lot of uncertainty. We were talking about several different types of tariffs that are effectively going on because we have our bilateral relationship with China where we have very high tariffs both for products coming into the US and China has very high tariffs for our dairy products going out, but we also have the 10% universal tariff. We have the steel and aluminum tariff. We have the USMCA question marks between Canada, Mexico, everything else. So right, now I would say there's about four different tariff balls being juggled all at once. And as far as where we're going in DC, I think that's anyone's guess where obviously within national milk and the Export Council, very hard at work these days. Very grateful. Jaime and Shauna and Tony Rice on our trade policy team get to live this every day while I get to check out, I guess, what's happening in the markets. Ted Jacoby, III: There's been rumors that China and the US are talking and they're trying to work out some things that could lower those tariffs. What are you hearing? Will Loux: Good question. Right now, at least what we've heard is there are talks, at least attempting to. I don't know how far along these talks have gotten. When we look at the tariffs between the US and China right now, there probably needs to be some sort of path to de-escalation, but this is also something that when we had the first round of retaliatory tariffs between US and China, that lasted 18 months. So I personally don't necessarily expect this to change overnight. That would surprise me. There are a lot of things that would surprise me these days in DC, but I would expect this to be in for the long haul. Whether it stays at 125%, I don't know, but at the same time finding an off ramp for what seems to be at least somewhat of a strategy towards decoupling the US and China in a lot of ways continues to be at least very much forefront and li...

「トランプ大統領がカナダ・カーニー首相と会談　トランプ氏“51番目の州”持論で応酬　「カナダの自動車本当にいらない」発言も　メキシコ加えた3カ国の貿易協定見直しでは一致」　アメリカのトランプ大統領は6日、ホワイトハウスでカナダのカーニー首相と会談しました。会談の冒頭、カナダを合併するというトランプ氏の持論をめぐり、両氏は応酬を繰り広げました。カナダ・カーニー首相：カナダは永遠に売り物にはならない。アメリカ・トランプ大統領：「絶対にない」とは言わない。不可能だと思ったが、可能になった経験がある。会談でトランプ氏は、カナダをアメリカの51番目の州にする持論について、「素晴らしい結婚になる」などと改めて意欲を示し、カーニー氏は断固拒否する姿勢を強調しました。また、アメリカの関税措置をめぐり、トランプ氏が「カナダの自動車は本当にいらない」などと突きつける一幕もありました。一方、両首脳は両国にメキシコを加えた3カ国の貿易協定（USMCA協定）を見直す必要性では一致しました。

Join our Mailing List - https://www.mapitforward.coffee/mailinglist"Introduction to Regenerative Coffee Farming" is now available On-Demand for as little as $10 - https://mapitforward.coffee/workshops"Biochar for Coffee" is open for pre-registration - https://mapitforward.coffee/workshops"It's Time to Become a Coffee Consultant" is available now with additional new bonus material, including the coffee consultant career map. Get more details on how you can create an alternative revenue stream today at https://mapitforward.coffee/workshopsLooking for business advisors or consultants for your business? Get in touch with us here: support@mapitforward.org••••••••••••••••••••••••••••••••This is the 1st episode in a 5-part series with Mollie Sitkowski, Partner at Faegre Drinker. Mollie specializes in Trade Compliance and is based in Chicago.In this series, Mollie and host Lee Safar focus on the impact of Trump's tariffs on the global coffee supply chain.Please note that all the information in this series is purely the opinions of Mollie Sitkowski and Lee Safar and should not constitute legal and business advice.The 5 episodes in this series are:1. Understanding Trump's Tariffs - https://youtu.be/Il1OERDKpjw2. Impact of Tariffs on US Importers - https://youtu.be/jH_lgNewNlU3. Impact of Tariffs On Exports To The US - https://youtu.be/1lJRb1aRwAQ4. Impact of Tariffs On US Consumers - https://youtu.be/cAkKR_efGR05. How Can We Mitigate The Impact of Tariffs - https://youtu.be/-xH6jzKSu8wIn this episode of The Daily Coffee Pro by Map It Forward, host Lee Safar welcomes Mollie Sitkowski, Trade Compliance Partner at Faegre Drinker, to discuss the complexities of tariffs under the Trump administration and their implications for the global coffee industry. They delve into the impact of Trump's tariffs on the global coffee industry. Mollie provides an in-depth explanation of the current tariffs, including how they affect coffee and related products, their origins, and the specifics of reciprocal tariffs under the USMCA agreement. This episode lays the groundwork for understanding how these tariffs impact small, medium, and large businesses, both domestic and international, as well as consumers. Join us as we explore the detailed implications of tariffs on the coffee supply chain and what businesses can do to mitigate these effects.00:00 Introduction and Podcast Support01:09 Welcome and Guest Introduction01:59 Understanding Trump's Tariffs02:30 Faegre Drinker and Trade Compliance04:32 Impact on the Coffee Industry06:34 Specific Tariff Details15:54 Legal Advice Disclaimer16:27 Tariffs on Coffee Imports18:24 Series Overview and ConclusionReferences in this series:1. CSMS page for CBP2. The Federal Register3. https://www.whitehouse.gov/Contact Mollie Sitkowski:• https://www.linkedin.com/in/molliesitkowski/• https://www.faegredrinker.com/en/professionals/s/sitkowski-mollie-d#tab-Overview••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailinglist

Join our Mailing List - https://www.mapitforward.coffee/mailinglist"Introduction to Regenerative Coffee Farming" is now available On-Demand for as little as $10 - https://mapitforward.coffee/workshops"Biochar for Coffee" is open for pre-registration - https://mapitforward.coffee/workshops"It's Time to Become a Coffee Consultant" is available now with additional new bonus material, including the coffee consultant career map. Get more details on how you can create an alternative revenue stream today at https://mapitforward.coffee/workshopsLooking for business advisors or consultants for your business? Get in touch with us here: support@mapitforward.org••••••••••••••••••••••••••••••••This is the 1st episode in a 5-part series with Mollie Sitkowski, Partner at Faegre Drinker. Mollie specializes in Trade Compliance and is based in Chicago.In this series, Mollie and host Lee Safar focus on the impact of Trump's tariffs on the global coffee supply chain.Please note that all the information in this series is purely the opinions of Mollie Sitkowski and Lee Safar and should not constitute legal and business advice.The 5 episodes in this series are:1. Understanding Trump's Tariffs - https://youtu.be/Il1OERDKpjw2. Impact of Tariffs on US Importers - https://youtu.be/jH_lgNewNlU3. Impact of Tariffs On Exports To The US - https://youtu.be/1lJRb1aRwAQ4. Impact of Tariffs On US Consumers - https://youtu.be/cAkKR_efGR05. How Can We Mitigate The Impact of Tariffs - https://youtu.be/-xH6jzKSu8wIn this episode of The Daily Coffee Pro by Map It Forward, host Lee Safar welcomes Mollie Sitkowski, Trade Compliance Partner at Faegre Drinker, to discuss the complexities of tariffs under the Trump administration and their implications for the global coffee industry. They delve into the impact of Trump's tariffs on the global coffee industry. Mollie provides an in-depth explanation of the current tariffs, including how they affect coffee and related products, their origins, and the specifics of reciprocal tariffs under the USMCA agreement. This episode lays the groundwork for understanding how these tariffs impact small, medium, and large businesses, both domestic and international, as well as consumers. Join us as we explore the detailed implications of tariffs on the coffee supply chain and what businesses can do to mitigate these effects.00:00 Introduction and Podcast Support01:09 Welcome and Guest Introduction01:59 Understanding Trump's Tariffs02:30 Faegre Drinker and Trade Compliance04:32 Impact on the Coffee Industry06:34 Specific Tariff Details15:54 Legal Advice Disclaimer16:27 Tariffs on Coffee Imports18:24 Series Overview and ConclusionReferences in this series:1. CSMS page for CBP2. The Federal Register3. https://www.whitehouse.gov/Contact Mollie Sitkowski:• https://www.linkedin.com/in/molliesitkowski/• https://www.faegredrinker.com/en/professionals/s/sitkowski-mollie-d#tab-Overview••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailing list

May 2025 might go down as the most pivotal month of Donald Trump's second presidency. The post-Liberation Day disruption gave him room to play the chaos card — but that only lasts so long. Now it's time to deliver. And according to what the White House is telling Congress behind closed doors, a lot is in motion. Sixty countries are either actively negotiating trade terms or exchanging paperwork with the administration. Congress is being told these deals won't require their approval, which Congress, for the record, does not agree with. But this is Trump we're talking about — when has he ever waited for a vote?Still, the big names you'd expect — China, Canada, Mexico — aren't in the mix. China's radio silent, Mexico and Canada are being folded into existing USMCA renegotiations. That leaves three countries reportedly close to a deal: the United Kingdom, Australia, and most importantly, India. India isn't just geopolitically important — it's the key to rewriting how America competes with China. A deal there could shift the entire narrative.Why India Matters More Than You ThinkIndia is the crown jewel of this effort. There's personal chemistry between Trump and Modi, which helps. JD Vance just visited India, and his family ties only reinforce the good vibes. But this isn't just a soft power thing. India offers cheap manufacturing, which Trump badly needs to offset Chinese trade disruption. If you're going to tell a story about reindustrializing America and cutting reliance on Beijing, India is where you start.There's also the intellectual property angle. India doesn't have the same IP hang-ups as China, which means Trump could insert protections into this deal and claim it as a model for future negotiations — including, eventually, with China. It's the kind of pivot that's both symbolic and real. Add in niche export wins — like bourbon or Harley-Davidsons, which have demand in India but face big trade hurdles — and suddenly you've got tangible proof of progress.Fast Deals, Reversible WinsHere's the catch: none of these deals are expected to go through Congress. They're handshake deals. That means they can be reversed at any moment — by Trump himself. And that's kind of the point. Trump wants to touch every single part of the negotiation. No detail moves without his approval. That gives him the power to declare victory on anything, even if the actual text doesn't amount to much.So the real question isn't whether Trump can get a deal. It's whether he can get one that's meaningful — and fast. Because right now, the administration needs wins. Not headlines. Not vibes. Wins. The stock market is shaky, the trade war with China is frozen, and the White House knows it's currently heading into the midterms with a record that still feels unsettled. India might be the win they've been waiting for. But if it doesn't land soon, the window to define this presidency might close a lot faster than anyone expects.Chapters00:00:00 - Intro00:00:15 - Tariff Negotiations00:10:11 - Worst State Party Draft, part one00:41:37 - Update00:42:36 - Mike Waltz Goes to the U.N.00:44:48 - Alien Enemies Act Ruling00:48:55 - Ukraine Mineral Deal00:51:55 - Worst State Party Draft, part two01:34:53 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

Shoot us a Text.Episode #1032: Today we break down Trump's new tariff offsets for U.S. automakers, GM's massive recall of its flagship V-8, and a heartwarming $50K donation from West Herr's CEO to support local youth.Show Notes with links:President Trump is throwing automakers a bit of a lifeline on tariffs—but it's not a free ride. His new executive orders are easing some of the pressure, but only if manufacturers meet some very specific conditions.Automakers who build vehicles in the U.S. can apply for a special reimbursement starting April 3, 2025.That reimbursement is worth 3.75% of the MSRP for the first year, dropping to 2.5% in year two.To qualify for the full break, at least 85% of the vehicle's parts have to be made in the U.S. or in a country covered by the USMCA.If a vehicle hits 50% U.S. content, the company will only pay tariffs on the remaining 35% instead of the full 50%.Parts themselves are also capped—companies can get reimbursed for components making up to 15% of a vehicle's value in year one, and 10% in year two.Vehicles and parts must be assembled in the U.S. to qualify, and a new system for applying is expected within 30 days.At a Detroit rally yesterday, President Trump said, “They took in parts from all over the world. I don't want that. I want them to make their parts here. We gave them a little bit of time before we slaughter them if they don't do this.”In news that hits close to home, General Motors has issued a voluntary recall of 721,000 6.2-liter V-8 engines due to potential engine seizure, affecting pickups and large SUVs built from March 2021 through May 2024.The issue stems from rod bearing damage caused by sediment and crankshafts with improper dimensions and surface finish.Faulty components were supplied by American Axle & Manufacturing and Questum Macimex.Dealers face backlog challenges as each engine swap takes over 22 hours and requires full replacement engines.GM says inspections will begin first; engines that pass will receive 0W-40 oil, a new filter, cap, and owner's manual update.“The safety and satisfaction of our customers are the highest priorities for the entire GM team,” said spokesman Bill Grotz.We'll end the show with a bright spot: During the Depew-Lancaster Boys & Girls Club's Spring Fundraiser, West Herr President/CEO Scott Bieler made a surprise $50,000 donation through his family foundation.The gift honored Bethanne Hollis, West Herr's VP of Variable Ops and a club board member.The donation helps offset major funding losses for the club this year.Funds will directly support local youth programs and services.“We are so lucky to have both of these amazing individuals leading the way,” West Herr statJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

After declaring victory in yesterday's Canadian election, Prime Minister Mark Carney said the “old relationship” with the United States is over. Over the past few months, President Donald Trump's on-and-off tariffs and repeated annexation threats have caused Canadians to reconsider the United States as its leading trading partner and ally. But Patricia Goff, professor of political science at Wilfrid Laurier University, said the idea of disentangling the two economies is unrealistic. On the show today, Goff explains how Trump's tariffs and annexation threats influenced the Canadian election, how Canadian industries are navigating the trade war, and what this all could mean for the future of the U.S.-Mexico-Canada trade agreement.Plus, we'll hear a pitch for a new “Make Me Smart”-themed rear window sticker. And, what one psychologist got wrong about burnout. Here's everything we talked about today:"Trump knows exactly what he just triggered in Canada" from CBC News"Liberal Bruce Fanjoy topples Pierre Poilievre in Carleton" from CBC News"Canada-U.S. Relations Continue to Reach Lows Over Tariffs and Annexation Threats" from The New York Times"Mike Myers Is Ready to Defend Canada" from The New York Times"Canada says its friendship with the US is ‘over.' Now what?" From Politico "The future of the USMCA" from the Peterson Institute for International EconomicsWe want to hear your answer to the Make Me Smart question. Email makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureCanada elected Carney, this was expected. Now Canada is going to head in the opposite direction of the US, it will enter a recession. Trump trapped Canada into renegotiating the USMCA. Bessent reveals the plan to bring back manufactures and says that tariffs will replace income tax. The [DS] is losing ground every step of the way. The agencies are now being cleaned out, the FBI has now confirmed that those within the agency are being given a lie detector test. Trump has now shutdown the [DS] payment system making it much more difficult to launder money. The [DS] is almost out of power, when Trump has them so weak he will attack. The WH put out a message, flyeaglesfly which refers to Bill Clinton. Will the Clinton's be on the run in the end?   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/EndWokeness/status/1917044090094412224 Carney is moving forward with the green deal and the great reset, watch Canada implode.  How the NAFTA/USMCA 2025 Review Underpins President Trump Remarks on Canada Only President Trump could get the Canadians to vote for an exit to the USMCA, and he did it brilliantly. To understand President Trump's position on Canada, you have to go back to the 2016 election and President Trump's position on the NAFTA renegotiation.  If you did not follow the subsequent USMCA process, this might be the ah-ha moment you need to understand Trump's strategy. During the 2016 election President Trump repeatedly said he wanted to renegotiate NAFTA, the North American Free Trade Agreement.  Both Canada and Mexico were reluctant to open the trade agreement to revision, but ultimately President Trump had the authority and support from an election victory to do exactly that. In order to understand the issue, you must remember President Trump, Commerce Secretary Wilbur Ross and U.S. Trade Representative Robert Lighthizer each agreed the NAFTA agreement was fraught with problems and was best addressed by scrapping it and creating two seperate bilateral trade agreements. One between the USA and Mexico, and one between the USA and Canada. In the decades that preceded the 2017 push to redo the trade pact, Canada had restructured their economy to: (1) align with progressive climate change; and (2) take advantage of the NAFTA loophole.  The Canadian government did not want to reengage in a new trade agreement. Canada has deindustrialized much of their manufacturing base to support the ‘environmental' aspirations of their progressive politicians.  Instead, Canada became an importer of component goods where companies then assembled those imports into finished products to enter the U.S. market without tariffs.  Working with Chinese manufacturing companies, Canada exploited the NAFTA loophole. Justin Trudeau was strongly against renegotiating NAFTA, and stated he and Chrystia Freeland would not support reopening the trade agreement.  President Trump didn't care about the position of Canada and was going forward.  Trudeau said he would not support it.  Trump focused on the first bilateral trade agreement with Mexico. When the U.S. and Mexico had agreed to terms of the new trade deal and 80% of the agreement was finished, representatives from the U.S. Chamber of Commerce informed Trudeau that his position was weak and if the U.S. and Mexico inked their deal, Canada would be shut out. The key points to remember are: (1) Trump, Ross and Lighthizer would prefer two separate bilateral trade agreements because the U.S. import/export dynamic was entirely different between Mexico and Canada.

After declaring victory in yesterday's Canadian election, Prime Minister Mark Carney said the “old relationship” with the United States is over. Over the past few months, President Donald Trump's on-and-off tariffs and repeated annexation threats have caused Canadians to reconsider the United States as its leading trading partner and ally. But Patricia Goff, professor of political science at Wilfrid Laurier University, said the idea of disentangling the two economies is unrealistic. On the show today, Goff explains how Trump's tariffs and annexation threats influenced the Canadian election, how Canadian industries are navigating the trade war, and what this all could mean for the future of the U.S.-Mexico-Canada trade agreement.Plus, we'll hear a pitch for a new “Make Me Smart”-themed rear window sticker. And, what one psychologist got wrong about burnout. Here's everything we talked about today:"Trump knows exactly what he just triggered in Canada" from CBC News"Liberal Bruce Fanjoy topples Pierre Poilievre in Carleton" from CBC News"Canada-U.S. Relations Continue to Reach Lows Over Tariffs and Annexation Threats" from The New York Times"Mike Myers Is Ready to Defend Canada" from The New York Times"Canada says its friendship with the US is ‘over.' Now what?" From Politico "The future of the USMCA" from the Peterson Institute for International EconomicsWe want to hear your answer to the Make Me Smart question. Email makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

Justin Sherlock is the co-founder and CEO of Caspian, an AI-native duty drawback platform designed to help brands navigate complex global trade and tariff environments. Prior to Caspian, Justin gained deep experience in finance and logistics at Flexport, where he led Flexport Capital, and previously had several years experience in private equity.In this episode, Justin breaks down the rapidly changing landscape of tariffs, duties, and global supply chains—especially relevant amid recent policy moves and volatile trade relations. He explains what customs brokers, tariffs, and duty drawbacks are, why these concepts matter for brands importing and exporting goods, and how most businesses are missing out on significant duty refund opportunities. Justin also offers real-world insights for DTC operators facing escalating tariffs, discusses strategies for mitigating increased costs, and shares how AI is making advanced trade advisory accessible beyond just Fortune 500 companies.Join us as a Guest on DTC POD: SUBMIT GUEST FORM HEREApply to join our DTC Pod Slack.On this episode we coverRising tariffs and global trade dynamicsSupply chain challenges for DTC brandsRole and importance of customs brokersDuty drawback: process and benefitsImpact of US-China tariff escalationTechnology and AI in trade complianceStrategies for brands to navigate tariffsTimestamps03:59 From Flexport to Caspian09:31 Customs Compliance11:11 Understanding Tariff and Duty Classification15:54 Trump's Tariff Strategy: A Provocative Move18:26 Debate Over Section 321 Provision22:46 "Supply Chain Opportunities and Challenges"25:03 Reshoring Critical Industries Strategy28:04 10% Tariff Impact on US Businesses32:53 Optimizing Supply Chain and Vendor Management36:22 Trade Predictions: Japan, Taiwan, India, Vietnam37:52 Geopolitical Isolationism and China's Rise41:41 "Navigating Duty Drawback Challenges"45:07 International Pricing and Tax Strategies48:07 Future of Supply Chain OptimizationPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokJustin Sherlock - Founder of CaspianBlaine Bolus - Co-Founder of Castmagic

Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets and the economy. Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

It was our privilege today to welcome the Honorable Jason Kenney, former Premier of Alberta, for a timely and insightful discussion on Canada's upcoming federal election (April 28). Jason holds 25 years of public service at both the federal and provincial level with wide-ranging policy and leadership experience. He served as the 18th Premier of Alberta from 2019 to 2022 and now serves as a Senior Advisor at Bennett Jones, in addition to holding several board positions. Prior to his time as Premier, Jason held several key federal cabinet roles, including Minister for Citizenship, Immigration and Multiculturalism, Minister of Employment and Social Development, Minister of National Defense, and Chair of the Cabinet Operations Committee. He was first elected a Member of Parliament in 1997 and was re-elected six times. We were thrilled to host Jason and learn from his unique perspectives on what the election means for energy, trade, and the U.S.-Canada relationship. In our conversation, Jason walked us through Canada's evolving political landscape and the two leading candidates: Pierre Poilievre of the Conservative Party and Mark Carney of the Liberal Party. He highlights key issues shaping the election including Trudeau's long tenure and declining popularity, Canada's weak per capita GDP growth, an overwhelmed immigration system, a doubling of housing costs, and issues of rising addiction and crime. Jason explains how Poilievre maintained a commanding 18-month lead in the polls until Trump's aggressive trade rhetoric reignited deep-rooted anxieties about Canadian sovereignty, prompting Trudeau's exit and opening the door for Carney to reframe the election around “Who can stand up to Trump?” while Poilievre continues to focus on affordability and change. We explore the role of minor parties in Canada's Parliamentary system, the unprecedented focus on energy and climate in Sunday's federal debate, expected policy outcomes depending on who wins, and the looming 2026 USMCA renegotiation. Jason shares his perspective on Canada's opportunity to grow LNG exports, the barriers posed by the Liberal government's zero-gas electricity rule and industrial carbon tax, and the potential for Alberta to become a hub for large-scale, gas-powered data centers given its cold climate and abundant stranded gas. We discuss Canadian electricity exports to the U.S., broader infrastructure challenges tied to electrification and economic growth, Canada's continued reliance on U.S. exports, and the growing sense that Canada's “holiday from history” is over. We also reflect on the emotional, historic and familial ties between the U.S. and Canada, the hope for reconciliation and renewed cooperation, and much more. It was a fascinating discussion. If you're interested in watching the energy and climate portion of Sunday night's Canadian Federal Leaders' debate, the 18-minute segment is linked here. Mike Bradley kicked off the discussion by highlighting President Trump's recent pressure on Fed Chairman Powell to immediately lower interest rates or risk getting fired. While global fear and uncertainty remains high, Mike noted that that it can and probably will be mitigated when Trump signs some high-profile tariff deals. In broader equity markets, the S&P Volatility Index remains pretty elevated, which was evident by the DJIA plunging by ~1,000 points on Monday and surging over 1,000 points on Tuesday! Investors are closely watching Tesla's Q1 earnings, with one analyst calling it a “Code Red” Moment, which could have broader market implications. He shared several bond, currency and equity market stats for Canada. From an energy equity reporting standpoint, Liberty Energy and Halliburton reported Q1 results, with both companies noting that E&Ps haven't decided to cut 2025 activity levels yet but are looking at a range of macroeconomic scenarios in anticipation of oil price

United Truck Body event, Twins talk, stock market rally, the meme of the day, the illegal migrant, the USMCA, a terrorist from India, Army Reserve birthday, Brad had to vent, a Facebook post, Keith Ellison, and Hennepin Co., attorney Mary Moriarty's decision...See omnystudio.com/listener for privacy information.

What happens when tariffs threaten to shut down cross-border trade? Join us for an insider's look at the real-world impact of international trade policies! Host Annik dives deep into the complex world of international trade with David Reyes Arteaga, a customs broker expert who reveals the intricate challenges facing importers and exporters in today's volatile global market. Key Insights: 1. Tariff Tsunami

Our analysts Michael Zezas and Erik Woodring discuss the ways tariffs are rewiring the tech hardware industry and how companies can mitigate the impact of the new U.S. trade policy.Read more insights from Morgan Stanley. ----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Public Policy Research.Erik Woodring: And I'm Erik Woodring, Head of the U.S. IT Hardware team.Michael Zezas: Today, we continue our tariff coverage with a closer look at the impact on tech hardware. Products such as your smartphone, computers, and other personal devices.It's Thursday, April 17th at 10am in New York.President Trump's reciprocal tariffs announcements, followed by a 90 day pause and exemptions have created a lot of turmoil in the tech hardware space. People started panic buying smartphones, worried about rising costs, only to find out that smartphones may or may not be exempted.As I pointed out on this podcast before, these tariffs are also significantly accelerating the transition to a multipolar world. This process was already well underway before President Trump's second term, but it's gathering steam as trade pressures escalate. Which is why I wanted to talk to you, Erik, given your expertise.In the multipolar world, IT hardware has followed a China+1 strategy. What is the strategy, and does it help mitigate the impact from tariffs?Erik Woodring: Historically, most IT hardware products have been manufactured in China. Starting in 2018, during the first Trump administration, there was an effort by my universe to diversify production outside of China to countries friendly with China – including Vietnam, Indonesia, Malaysia, India, and Thailand. This has ultimately helped to protect from some tariffs, but this does not make really any of these countries immune from tariffs given what was announced on April 2nd.Michael Zezas: And what do the current tariffs – recognizing, of course, that they could change – what do those current tariffs mean for device costs and the underlying stocks that you cover?Erik Woodring: In short, device costs are going up, and as it relates to my stocks, there's plenty of uncertainty. If I maybe dig one level deeper, when the first round of tariffs were announced on April 2nd, the cumulative cost that my companies were facing from tariffs was over $50 billion. The weighted average tariff rate was about 25 per cent. Today, after some incremental announcements and some exemptions, the ultimate cumulative tariff cost that my universe faces is about $7 billion. That is equivalent to an average tariff rate of about 7 per cent. And what that means is that device costs on average will go up about 5 per cent.Of course, there are some that won't be raised at all. There are some device costs that might go up by 20 to 30 per cent. But ultimately, we do expect prices to go up and as a result, that creates a lot of uncertainties with IT hardware stocks.Michael Zezas: Okay, so let's make this real for our listeners. Suppose they're buying a new device, a smartphone, or maybe a new laptop. How would these new tariffs affect the consumer price?Erik Woodring: Sure. Let's use the example of a smartphone. $1000 smartphone typically will be imported for a cost of maybe $500. In this current tariff regime, that would mean cost would go up about $50. So, $1000 smartphone would be $1,050.You could use the same equivalent for a laptop; and then on the enterprise side, you could use the equivalent of a server, an AI server, or storage – much more expensive. Meaning while the percentage increase in the cost will be the same, the ultimate dollar expense will go up significantly more.Michael Zezas: And so, what are some of the mitigation strategies that companies might be able to use to lessen the impact of tariffs?Erik Woodring: If we start in the short term, there's two primary mitigation strategies. One is pulling forward inventory and imports ahead of the tariff deadline to ultimately mitigate those tariff costs. The second one would be to share in the cost of these tariffs with your suppliers. For IT hardware, there's hundreds of suppliers and ultimately billions of dollars of incremental tariff costs can be somewhat shared amongst these hundreds of companies.Longer term, there are a few other mitigation strategies. First moving your production out of China or out of even some of these China+1 countries to more favorable tariff locations, perhaps such as Mexico. Many products which come from Mexico in my universe are exempted because of the USMCA compliance. So that is a kind of a medium-term strategy that my companies can use.Ultimately, the medium-term strategy that's going to be most popular is raising prices, as we talked about. But some of my companies will also leverage affordability tools to make the cost ultimately borne out over a longer period of time. Meaning today, if you buy a smartphone over two-year of an installment plan, they could extend this installment plan to three years. That means that your monthly cost will go down by 33 per cent, even if the price of your smartphone is rising.And then longer term, ultimately, the mitigation tool will be whether you decide to go and follow the process of onshoring. Or if you decide to continue to follow China+1 or nearshoring, but to a greater extent.Michael Zezas: Right. So, then what about onshoring – that is moving production capacity to the U.S.? Is this a realistic scenario for IT hardware companies?Erik Woodring: In reality, no. There is some small volume production of IT hardware projects that is done in the United States. But the majority of the IT hardware ecosystem outside of the United States has been done for a specific reason. And that is for decades, my companies have leveraged skilled workers, skilled in tooling expertise. And that has developed over time, that is extremely important. Tech CEOs have said that the reason hardware production has been concentrated in China is not about the cost of labor in the country, but instead about the number of skilled workers and the proximity of those skilled workers in one location. There's also the benefit of having a number of companies that can aggregate tens of thousands, if not hundreds of thousands of workers, in a specific factory space. That just makes it much more difficult to do in the United States. So, the headwinds to onshoring would be just the cost of building facilities in the United States. It would be finding the skilled labor. It would be finding resources available for building these facilities. It would also be the decision whether to use skilled labor or humanoids or robots.Longer term, I think the decision most of my companies will have to face is the cost and time of moving your supply chain, which will take longer than three years versus, you know, the current presidential term, which will last another, call it three and a half years.Michael Zezas: Okay. And so how does all of this impact demand for tech hardware, and what's your outlook for the industry in the second half of this year?Erik Woodring: There's two impacts that we're seeing right now. In some cases, more mission critical products are being pulled forward, meaning companies or consumers are going and buying their latest and greatest device because they're concerned about a future pricing increase.The other impact is going to be generally lower demand. What we're most concerned about is that a pull forward in the second quarter ultimately leads to weaker demand in the second half – because generally speaking, uncertainty, whether that's policy or macro more broadly, leads to more concerns with hardware spending and ultimately a lower level of spending. So any 2Q pull forward could mean an even weaker second half of the year.Michael Zezas: Alright, Erik, thanks for taking the time to talk.Erik Woodring: Great. Thanks for speaking, Mike.Michael Zezas: And thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

This episode is sponsored by Lockton, click here to learn more Watch the full video on YouTube - click hereWhen Pat D'Eramo entered the auto industry four decades ago, leadership looked very different. Power meant control. Leaders gave orders, and people followed—or else. But even back then, Pat knew there had to be a better way.That mindset was reinforced early in his career, thanks to a unique experience at Saturn. Unlike the traditional plants of the time, Saturn was built on collaboration. And it showed Pat what leadership could look like when people are trusted, not micromanaged. One mentor in particular left a mark—showing Pat the value of coaching, not commanding.That experience shaped everything that followed.Now CEO of Martinrea International, Pat leads with that same belief: give people room to grow, back them up when things go wrong, and never punish someone for trying to do the right thing. He talks openly in this episode about moments where he could've fired someone—but chose not to. Because if they've learned from it, they come back stronger. And strong people build strong companies.That philosophy was put to the test during the toughest times: COVID shutdowns, supply chain breakdowns, EV delays, and now tariffs. Instead of reacting with fear, Pat leaned into the structure—clear goals, tight alignment, and regular check-ins across teams. That's how Martinrea stayed focused while the industry shifted around them.But Pat isn't just focused on one company. He's looking at the industry as a whole—and doesn't sugarcoat it. China's ahead. North America isn't ready to build a car from scratch. And government policy? It's a mess. But he offers a way forward: unified action across the USMCA, strategic investment, and—above all—a culture that supports innovation—not fear.But Pat isn't all business. Jan takes a moment to explore the personal side—his favorite bands, his go-to shows, and even his love for sci-fi audiobooks during long drives. It's a reminder that leadership isn't just what you do at work—it's how you carry yourself through everything.Themes discussed in this episode:Why empathetic leadership drives long-term success in automotiveCreating a culture where mistakes lead to growth, not terminationBuilding a resilient culture through crises like COVID, EV delays, and tariffsWhy treating people with respect is the foundation of organizational performanceNorth America's EV supply chain crisis and what's fueling the breakdownWhy North America can't build a car alone—and what needs to changeThe leadership traits needed to lead through uncertainty and drive transformation in the auto industry.Featured guest: Pat D'EramoWhat he does: Pat D'Eramo is the CEO of Martinrea International and a member of its Board of Directors. He brings over four decades of experience in the automotive industry, with deep expertise in metal forming and parts manufacturing. Before joining Martinrea, Pat served as President of Dana Corporation's Commercial Vehicle Technology group, where he led global operations across the Americas, Europe, India, Australia, and China. Since 2014, he has overseen Martinrea's global operations, including manufacturing, engineering, purchasing, logistics, sales, and business development—playing a key role in the company's continued growth and performance.Episode Highlights:[01:55] How I Lead: Pat...

Mexico has been purchasing about $3 billion of corn annually from farmers in the USA, the vast majority of that corn having been grown from genetically modified seeds. The Mexican government announced in 2020 that it would, in 2025, ban that GMO corn from the country, which was found to be in violation of the USMCA agreement of 2018. So now, the Mexican government has amended their constitution to identify native corn as an "element of national identity," which will ban GMO corn from being planted in the country – and "[a]ny other use of genetically modified corn must be evaluated ... to be free of threats to the biosecurity, health and biocultural heritage of Mexico and its population." What exactly does this all mean, for farmers in Mexico, for the environment in the Americas, and for the price of tacos? We try to suss it all out in this episode of Agave Road trip!Agave Road Trip is a critically acclaimed, award-winning podcast that helps gringx bartenders better understand agave, agave spirits, and rural Mexico. This episode is hosted by Lou Bank with special guest Dave Dyrek, retired farmer of Leaning Shed Farm, with quotes from Dr. Hector Ortiz of the Chicago Botanic Gardens and Chef Gustavo Romero of Oro by Nixta.Episode NotesWhen in Chicago, visit the Chicago Botanic Gardens! When in Minneapolis, grab a meal and a stack of tortillas at Oro by Nixta! When traveling back in time, head to the farmers market and visit Leaning Shed!“US wins ruling in a trade dispute with Mexico over its bid to ban genetically modified corn,” AP News, December 20, 2024“After trade dispute, Mexico officially bans the planting of GM corn,” Reuters, February 25, 2025“Don't mess with Mexico's maíz: Constitutional amendment to ban GMO corn seeds,” Los Angeles Times, March 13, 2025

Tariffs are changing faster than you can say "global supply chain" - are you prepared to protect your business? Episode Overview: Trade compliance expert Eric Hargraves breaks down the complex world of international trade regulations, offering critical insights for businesses navigating the turbulent waters of global commerce. Key Takeaways:

It's The Ranch It Up Radio Show! Join me - Jeff Tigger Erhardt, Rebecca Wanner AKA BEC and my crew as we hear how Jorgensen Land & Cattle utilized the latest technology along with genetics from the past to market bulls.  Plus tariff and trade updates, how the DLCC Ranch uses South Devon genetics, cattle market recaps and a whole lot more on this all new episode of The Ranch It Up Radio Show.  Be sure to subscribe on your favorite podcasting app or on the Ranch It Up Radio Show YouTube Channel. Jorgensen Land & Cattle Uses The Latest Technology To Provide Angus Bulls Marketing bulls today requires more than just good cattle—it takes innovation. By combining advanced genetics with modern technology, seedstock producers can reach more buyers, offer more confidence, and drive better results. Jorgensen Land & Cattle of South Dakota leads the industry by blending data, genetics, and digital tools to deliver top-quality Angus bulls. Genomic Testing Adds Confidence Jorgensen uses genomic-enhanced EPDs to improve accuracy in traits like calving ease, growth, and carcass merit. Ultrasound technology adds insight into muscle and marbling, helping customers choose with confidence. Digital Tools Expand Reach With online sales, bull videos, and interactive catalogs, Jorgensen connects with buyers nationwide. Their presence on digital bidding platforms makes bull shopping convenient and accessible. Customer Support Builds Loyalty Every bull comes with personalized guidance. Jorgensen helps match genetics to herd goals and tracks results to ensure long-term success for their customers. The Bottom Line Tech and genetics work hand-in-hand to create trust and drive sales. Producers like Jorgensen show that marketing bulls today means going beyond tradition—offering performance, predictability, and ease. DLCC Ranch Committed To South Devon Genetics Located in Minnesota, DLCC Ranch has made a name for itself as a premier source for South Devon cattle—a breed prized for docility, marbling, and maternal traits. By pairing strong genetics with modern marketing tools, DLCC Ranch has become a trusted source for commercial and seedstock buyers alike. Emphasis on Proven Genetics DLCC Ranch focuses on elite South Devon bulls with proven bloodlines. Through careful selection and breeding, the ranch produces cattle that perform well in diverse conditions—offering traits such as: Superior feed efficiency Excellent maternal ability High carcass quality Their bulls are backed by genomic testing and performance data, giving buyers the confidence to invest in long-term success. Digital Marketing & Online Sales Tools DLCC Ranch leverages modern digital tools to market their bulls across the country: Professional photos and videos highlight conformation and structure. Online sale catalogs provide EPDs, pedigrees, and individual performance data. Integration with online bidding platforms allows buyers to participate remotely, expanding the ranch's reach well beyond Minnesota. This digital presence not only boosts visibility but also provides an efficient, transparent buying process for customers. Personalized Service & Repeat Buyers DLCC Ranch sets itself apart by offering personalized consultations to help match the right bull to each operation. They understand their clients' goals—whether it's improving carcass traits, adding maternal strength, or increasing docility in the herd. This dedication to service has earned them a strong base of repeat customers, a key indicator of trust and satisfaction. A Modern Approach to Bull Marketing To stand out in today's marketplace, producers must do more than raise good bulls—they must market smart. DLCC Ranch's commitment to South Devon genetics and use of modern tools shows how combining tradition with innovation can build a stronger future—for cattlemen and customers alike. Cattle Industry News Trump's Tariffs Trigger Chinese Retaliation, Impacting U.S. Meat Exports President Donald Trump ordered new tariffs on Chinese goods, raising total duties to 104% starting Wednesday in response to China's retaliation against earlier U.S. measures. In return, China imposed steep tariffs on U.S. meat—56% on beef and 81% on pork—effective Thursday, according to the U.S. Meat Export Federation. This move threatens a major market, as China and Hong Kong were the third-largest U.S. pork buyers at $1.14 billion and the second-largest for beef at nearly $2 billion last year. Meanwhile, Mexico—America's top pork buyer—has not yet responded to separate U.S. tariffs outside the USMCA agreement. Reference: https://www.meatingplace.com/Industry/News/Details/118621 RanchChannel.com: Your Hub for Futures Markets & New Listings Futures Markets at Your Fingertips RanchChannel.com is your go-to source for up-to-date futures markets. Stay informed on critical market data for Feeder Cattle, Live Cattle, Corn, Wheat, Soybeans, Soybean Oil, Milk Class IV, and Ethanol. We provide real-time information powered by DTN, with a potential delay of up to 10 minutes. Click here for more details and access the latest futures market trends. Upcoming Cattle Sales & Events You Can't Miss Stay ahead of the curve with our comprehensive list of upcoming livestock auctions and sales events on RanchChannel.com: DLCC Ranch: April 19, 2025 Jorgensen Land & Cattle: April 21, 2025 Wilson Angus: April 28, 2025 World Famous Miles City Bucking Horse Sale: May 15–18, 2025 Don't miss out on these exciting events! Mark your calendars and stay connected with RanchChannel for all the latest updates. Latest Bull Sale Results Want to stay updated on bull sale results? Click here for the latest Bull Sale Results, including historical data to help guide your next purchase. https://ranchchannel.com/category/past-bull-production-sales-archive/ Featured Experts in the Cattle Industry Cody Jorgensen – Jorgensen Land & Cattle https://jorgensenfarms.com/ Follow on Facebook:@JorLandCat Lane Giess – DLCC Ranch https://www.dlccranch.com/sale Follow on Facebook:@DLCCRanch Mark Vanzee – Livestock, Equine, & Auction Time Expert https://www.auctiontime.com/ https://www.livestockmarket.com/ https://www.equinemarket.com/ Follow on Facebook: @LivestockMkt | @EquineMkt | @AuctionTime Kirk Donsbach – Financial Analyst at StoneX https://www.stonex.com/ Follow on Facebook: @StoneXGroupInc Shaye Koester – Host of Casual Cattle Conversation https://www.casualcattleconversations.com/ Follow on Facebook: @cattleconvos Contact Us with Questions or Concerns Have questions or feedback? Feel free to reach out via: Call/Text: 707-RANCH20 or 707-726-2420 Email: RanchItUpShow@gmail.com Follow us: Facebook/Instagram: @RanchItUpShow YouTube: Subscribe to Ranch It Up Channel: https://www.youtube.com/c/RanchItUp Catch all episodes of the Ranch It Up Podcast available on all major podcasting platforms. Discover the Heart of Rural America with Tigger & BEC Ranching, farming, and the Western lifestyle are at the heart of everything we do. Tigger & BEC bring you exclusive insights from the world of working ranches, cattle farming, and sustainable beef production. Learn more about Jeff 'Tigger' Erhardt & Rebecca Wanner (BEC) and their mission to promote the Western way of life at Tigger and BEC. https://tiggerandbec.com/ Industry References, Partners and Resources For additional information on industry trends, products, and services, check out these trusted resources: American Gelbvieh Association: https://gelbvieh.org/ Imogene Ingredients: https://www.imogeneingredients.com/ Allied Genetic Resources: https://alliedgeneticresources.com/ Westway Feed Products: https://westwayfeed.com/ Medora Boot: https://medoraboot.com/ Transova Genetics: https://transova.com/ Axiota Animal Health: https://axiota.com/multimin-campaign-landing-page/ Wrangler: https://www.wrangler.com/ Rural Radio Network: https://www.ruralradio147.com/ RFD-TV: https://www.rfdtv.com/ Wulf Cattle: https://www.wulfcattle.com/ Jorgensen Land & Cattle: https://jorgensenfarms.com/

Shoot us a Text.Episode #1013: We cover the impact of upcoming tariffs on auto repair and insurance costs, seasonal shifts in EV range, and a new Pew survey revealing a major divide between AI experts and public opinion.Show Notes with links:Auto repair bills are on the verge of a sharp climb, and the clock is ticking. A 25% tariff on imported vehicles and auto parts, recently enacted by President Trump, officially takes effect May 3 — and it could add hundreds to even routine repair jobs.Roughly 44% of OEM parts are imported, many from Taiwan and other countries not exempt under USMCA, according to Cox Automotive.Experts say a standard brake job could jump $150–$200 per axle as parts hit with tariffs filter into the supply chain.Many shops have just 4-6 weeks of parts inventory and dealerships like LaFontaine Auto are proactively contacting customers who previously declined service to lock in current prices before the May 3 deadline.Insurance premiums may increase later in 2025 as claims costs go up, though experts say stolen vehicle rates and personal injury remain the bigger drivers.“Go get it done today because we could be having some different conversations in a couple of weeks,” said Skyler Chadwick, director of product consulting at Cox Automotive.If you're planning a road trip in an electric vehicle, do it in July or August. A new report from Vaisala Xweather shows those are the best months for EV range across the U.S., with average distances peaking at 267 miles.From June to September 2024, average EV range topped 250 miles in all 48 contiguous states and D.C.In contrast, January 2025 saw every state fall below the 250-mile median, with North Dakota at the bottom with 171 miles.Factors like air density, cabin heating, wind, and snow contribute to winter range dips.A sweeping new Pew survey highlights a major disconnect between AI experts and the general public. While most experts see AI as a personal and societal benefit, the average American is more worried than excited — and trust is in short supply.76% of AI experts believe AI will benefit them personally, while just 24% of the public feels the same.Only 11% of Americans are more excited than concerned about daily AI use; 51% are more concerned than excited.Both groups agree: the government can't be trusted to regulate AI effectively.83% of Americans say AI won't make them more productive, and 94% say it won't make them happier.I asked ChatGPT what it thought of this article: “The gap between how experts and everyday people view AI isn't just about knowledge — it's about experience. I can process data and generate insights, but I don't live in a world where AI decisions impact my job, privacy, or sense of agency. That's why human perspectives, especially diverJoin hosts Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Trump's Medicine Madness: 5 Years Later History Rhymes     He shrugs, 'Take your medicine,' blaming 'stupid leaders' for jobs fleeing to Mexico and China. But wait—wasn't he the mastermind behind USMCA? It's flaming hypocrisy as his flip-flopping tariffs spark an 'earthquake' of hidden damage—broken markets, shattered foundations, and a $37 trillion debt he won't touch!       Meanwhile, The chaos & uncertainty are more damaging than his “medicinal” tariffs as he locks down the economy       Trump's ‘medicine', focused on countries not industries, are sanctions by another name—while the real enemy, government debt and control, lurks in the shadows Trump's China War: Both Sides Escalate Sanctions Called “Tariffs"       Sanctions are piling up faster than a house of cards—54% here, 104% there—Trump is poking the Chinese dragon       From rare earth mineral shut down to supply chain chaos, this isn't just a trade spat—it's a trade war that could lead to a hot war. CDC Lies About Thimerosal & Autism Exposed    Sheryl Atkinson exposes the government's thimerosal fraud — YES, they knew it was connected to autism and other neurodegenerative diseases and NO, they did NOT stop it in 2001.    Meanwhile, RFKj shows he's perfectly suited to manage this gang of criminals as he ditches his own crusade to peddle MMR and push measles fear in Texas. Robot Horses, Unicorns, Dogs — But Humanoids Population Boom is Here to Replace YouRevealed at a Japanese trade show, a jaw-dropping, hydrogen-powered robotic horse straight out of a sci-fi blockbuster, promising to gallop over mountains with its four-legged, rubber-footed fury. Kawasaki may be trolling us with vapor-bot that's 25 yrs in the future but Tesla and a Chinese company are in competition to each roll out an army of humanoid robots this year. Trump Meme Coin Tanks as Stablecoin Plot Threatens Your Privacy & Liberty     Trump's meme coin's a $9 dumpster fire—88% gone in a tariff-triggered nosedive!     Maxine Waters smells the stablecoin grift, but misses the surveillance state jackpot. UK's BlackRock-backed “SovCorp” and America's “GovCorp” Govt & Corporate fusion of power into a fascist nightmare. Trump, Trudeau, Starmer—all puppets in a globalist merger of government and corporations! Stagflation Storm Brewing: Will Trump's Tariff Trigger the Shaky House of Cards Government Has Built?Dr. Jonathan Newman, Mises Institute Mises.org, on the fear of stagflation—a toxic mix of soaring prices and a crumbling economy From government overspending to the Fed's reckless money-printing, Newman rips the veil off the real culprits behind our shaky economy. And, how do we train the young on economics and critical thinking?  We look at Dr. Newman's books for children, “The Broken Window”, “Ludwig the Builder”, “What has the Government Done to Our Money?”, the last available for free at Mises.org/MyMoneyIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Trump's Medicine Madness: 5 Years Later History Rhymes     He shrugs, 'Take your medicine,' blaming 'stupid leaders' for jobs fleeing to Mexico and China. But wait—wasn't he the mastermind behind USMCA? It's flaming hypocrisy as his flip-flopping tariffs spark an 'earthquake' of hidden damage—broken markets, shattered foundations, and a $37 trillion debt he won't touch!       Meanwhile, The chaos & uncertainty are more damaging than his “medicinal” tariffs as he locks down the economy       Trump's ‘medicine', focused on countries not industries, are sanctions by another name—while the real enemy, government debt and control, lurks in the shadows Trump's China War: Both Sides Escalate Sanctions Called “Tariffs"       Sanctions are piling up faster than a house of cards—54% here, 104% there—Trump is poking the Chinese dragon       From rare earth mineral shut down to supply chain chaos, this isn't just a trade spat—it's a trade war that could lead to a hot war. CDC Lies About Thimerosal & Autism Exposed    Sheryl Atkinson exposes the government's thimerosal fraud — YES, they knew it was connected to autism and other neurodegenerative diseases and NO, they did NOT stop it in 2001.    Meanwhile, RFKj shows he's perfectly suited to manage this gang of criminals as he ditches his own crusade to peddle MMR and push measles fear in Texas. Robot Horses, Unicorns, Dogs — But Humanoids Population Boom is Here to Replace YouRevealed at a Japanese trade show, a jaw-dropping, hydrogen-powered robotic horse straight out of a sci-fi blockbuster, promising to gallop over mountains with its four-legged, rubber-footed fury. Kawasaki may be trolling us with vapor-bot that's 25 yrs in the future but Tesla and a Chinese company are in competition to each roll out an army of humanoid robots this year. Trump Meme Coin Tanks as Stablecoin Plot Threatens Your Privacy & Liberty     Trump's meme coin's a $9 dumpster fire—88% gone in a tariff-triggered nosedive!     Maxine Waters smells the stablecoin grift, but misses the surveillance state jackpot. UK's BlackRock-backed “SovCorp” and America's “GovCorp” Govt & Corporate fusion of power into a fascist nightmare. Trump, Trudeau, Starmer—all puppets in a globalist merger of government and corporations! Stagflation Storm Brewing: Will Trump's Tariff Trigger the Shaky House of Cards Government Has Built?Dr. Jonathan Newman, Mises Institute Mises.org, on the fear of stagflation—a toxic mix of soaring prices and a crumbling economy From government overspending to the Fed's reckless money-printing, Newman rips the veil off the real culprits behind our shaky economy. And, how do we train the young on economics and critical thinking?  We look at Dr. Newman's books for children, “The Broken Window”, “Ludwig the Builder”, “What has the Government Done to Our Money?”, the last available for free at Mises.org/MyMoneyIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

On Episode 823 of WHAT THE TRUCK?!?, Dooner is joined by cross-border logistics legend Matt Silver to talk all about the impact of Trump's tariffs. You'll learn how they work; what will cost more; short-term and long-term strategy; what's exempt; how the tariffs will impact trucking, ocean, warehousing and capacity; and more.  Silver's firm Cargado just announced a $12 million Series A. We'll find out how and what the plans are for the cash. Plus, White House calls 90-day tariff delay “fake news”; and an update on the I-35 crash that left five dead.  2:54 Update on I-35 crash 5:26 Cargado's $12M Series A 8:26 Trump on tariffs 12:55 Fear & loathing in lost earnings 14:56 How tariffs work 21:19 Why did we tariff the penguins? 22:23 What will an iPhone cost and tariff math 27:07 Cars, cross border and USMCA exemptions 32:28 Impact on ocean freight 36:58 Impact on trucking 38:28 Duty drawback Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

On Episode 823 of WHAT THE TRUCK?!?, Dooner is joined by cross-border logistics legend Matt Silver to talk all about the impact of Trump's tariffs. You'll learn how they work; what will cost more; short-term and long-term strategy; what's exempt; how the tariffs will impact trucking, ocean, warehousing and capacity; and more.  Silver's firm Cargado just announced a $12 million Series A. We'll find out how and what the plans are for the cash. Plus, White House calls 90-day tariff delay “fake news”; and an update on the I-35 crash that left five dead.  2:54 Update on I-35 crash 5:26 Cargado's $12M Series A 8:26 Trump on tariffs 12:55 Fear & loathing in lost earnings 14:56 How tariffs work 21:19 Why did we tariff the penguins? 22:23 What will an iPhone cost and tariff math 27:07 Cars, cross border and USMCA exemptions 32:28 Impact on ocean freight 36:58 Impact on trucking 38:28 Duty drawback  Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 China Retaliates1:49 More Direct Payments are Coming7:08 Stock Market Crash11:11 Mexico Won't Retaliate13:52 Severe Storms17:48 Drought Monitor20:06 Export SalesFarm Aid Package: Potential for Direct Payments

The economic landscape once again shifted dramatically with the White House's "Liberation Day" announcements, and Shawn DuBravac, Chief Economist of IPC, brings clarity to the chaos. His analysis reveals how the newly announced tariffs - including a surprising 46% on Vietnamese goods and 34% on Chinese imports - are already causing companies to pause production, announce layoffs, and rethink their supply chains.What makes these tariffs particularly disruptive is their timing and scope. Vietnam had emerged as a key alternative to China for electronics manufacturing, capturing 27% of US laptop imports compared to China's 66%. Now, those diversification efforts face severe headwinds. Shawn estimates laptop prices could surge by as much as 48%, a cost neither manufacturers with their tight margins nor financially-strained consumers seem prepared to absorb.The conversation takes a concerning turn when discussing recession probability. While the US economy was on solid footing before these announcements, Shawn notes the probability of a 2025 recession continues to rise with these policy announcement. Consumer sentiment was already weakening with Americans "spending everything available to them." The timing creates a potential economic storm: short-term panic buying followed by significant demand contraction as prices rise.Mexico and Canada emerge as potential winners due to USMCA exemptions, while European manufacturers face difficult decisions about their US export strategies. Companies are responding with various approaches - 31% investing in automation, nearly 30% switching suppliers, and 60% attempting to push costs upstream through renegotiated contracts. Meanwhile, 18% have already announced hiring freezes with another 36% considering similar measures.Join us for this critical and timely conversation about global trade realignment, manufacturing strategies, and how organizations like IPC are evolving to provide both global and region-specific insights during this period of economic uncertainty. The landscape is changing daily - understanding these shifts has never been more important for anyone involved in global manufacturing and supply chains.EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Tariffs and Lower Markets5:10 Historic Corn Belt Flooding8:07 Ethanol Production9:00 China Ship Sales Decline10:43 Flash SaleTrump's Trade War Escalates: New Tariffs Imposed

Shoot us a Text.Episode #1008: Cars Commerce drops a no-nonsense playbook for dealers while Ford rolls out employee pricing for all as tariffs loom large. Meanwhile, Tesla's Q1 delivery miss raises red flags far beyond a Model Y changeover. Show Notes with links:In a sweeping trade policy shift, Donald Trump announced a baseline 10% tariff on all imports; plus an additional 10–50% "reciprocal" tariff targets 60 nations with major U.S. trade deficits.Auto imports already under last week's 25% tariff won't face increases and Mexico and Canada are exempt—if goods comply with the 2020 USMCA terms.Brian Kramer of Cars Commerce released a Tariff Playbook to help dealers navigate the changes. Here's some of the highlights:Consumers are rushing to buy and scrutinizing where vehicles are built—use the Cars.com American-Made Index to guide inventory and messaging.EVs could see a short-term slump; hybrids and full-size trucks may surge. Align your lot accordingly.Six actionable strategies: reduce auction dependency, boost service-lane sourcing, go data-driven, ditch 45-day-old metrics, market American-made units, and build an offense-focused plan.“You won't lose profit because the market adjusted. You will lose profit because your process didn't,”Ford is throwing open the gates to its employee discount program, offering deep savings to all customers through June 2 as a preemptive strike against rising costs from newly announced import tariffs.The “From America, For America” campaign unlocks A Plan pricing—typically below dealer invoice—on most Ford and Lincoln models, with high-performance Raptors, new Expeditions, Super Duty trucks, and Lincoln Navigators being excluded.Discounts stack with other deals, including extended free EV charger installation now running through June 30.The announcement came just hours after President Trump enacted 25% tariffs on imported vehicles, which could significantly increase consumer prices.Ford's imported models include the Maverick, Bronco Sport, Mustang Mach-E (from Mexico), and Lincoln Nautilus (from China). “It's a way to give back to the communities that have supported us for generations,” said Rob Kaffl, Ford's U.S. sales director, adding the move brings “certainty to an uncertain situation.”Tesla's Q1 2025 delivery numbers are in—and they've landed with a thud. The EV giant delivered 336,681 vehicles, missing expectations by up to 55,000 units and raising tough questions about demand.Deliveries fell 13% year-over-year and a sharp 32% from Q4 2024.Tesla cited Model Y factory changeovers as a factor, but analysts see deeper demand issues—especially in the U.S.Model 3 sales in Europe dropped 30% in early 2025, despite not facing supply issues.“The ramp of the New Model Y contiJoin hosts Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

TMIT No Joke. USMCA qualifying autos and parts are protected under a 2018 agreement with the US. Listen for more on Two Minutes in Trade. 

China has found a way around tariffs—for now. It has invested billions in building factories and plants in Mexico over the past four years. Why sail the ocean when you can just walk across the border AND avoid tariffs under the USMCA?  An indepth look at how China has capitalized on Mexico--that's in the Market Intel segment, then Shelley Grandidge joins us to talk about Medicare…MASTERING MONEY is on the air!!!

Policy questions and growth risks are likely to persist in the aftermath of the Trump administration's upcoming tariffs. Our CIO and Chief U.S. Equity Strategist Mike Wilson outlines how to seek investments that might mitigate the fallout.Read more insights from Morgan Stanley. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast – our views on tariffs and the implications for equity markets. It's Monday, March 31st at 11:30am in New York. So let's get after it. Over the past few weeks, tariffs have moved front and center for equity investors. While the reciprocal tariff announcement expected on April 2nd should offer some incremental clarity on tariff rates and countries or products in scope, we view it as a maximalist starting point ahead of bilateral negotiations as opposed to a clearing event. This means policy uncertainty and growth risks are likely to persist for at least several more months, even if it marks a short-term low for sentiment and stock prices. In the baseline for April 2nd, our policy strategists see the administration focusing on a continued ramp higher in the tariff rate on China – while product-specific tariffs on Europe, Mexico and Canada could see some de-escalation based on the USMCA signed during Trump's first term. Additional tariffs on multiple Asia economies and products are also possible. Timing is another consideration. The administration has said it plans to announce some tariffs for implementation on April 2nd, while others are to be implemented later, signaling a path for negotiations. However, this is a low conviction view given the amount of latitude the President has on this issue. We don't think this baseline scenario prevents upside progress at the index level – as an "off ramp" for Mexico and Canada would help to counter some of the risk from moderately higher China tariffs. Furthermore, product level tariffs on the EU and certain Asia economies, like Vietnam, are likely to be more impactful on a sector basis. Having said that, the S&P 500 upside is likely capped at 5800-5900 in the near term – even if we get a less onerous than expected announcement. Such an outcome would likely bring no immediate additional increase in the tariff rate on China; more modest or targeted tariffs on EU products than our base case; an extended USMCA exemption for Mexico and Canada; and very narrow tariffs on other Asia economies. No matter what the outcome is on Wednesday, we think new highs for the S&P 500 are out of the question in the first half of the year; unless there is a clear reacceleration in earnings revisions breadth, something we believe is very unlikely until the third or fourth quarter.Conversely, to get a sustained break of the low end of our first half range, we would need to see a more severe April 2nd tariff outcome than our base case and a meaningful deterioration in the hard economic data, especially labor markets. This is perhaps the outcome the market was starting to price on Friday and this morning. Looking at the stock level, companies that can mitigate the risk of tariffs are likely to outperform. Key strategies here include the ability to raise price, currency hedging, redirecting products to markets without tariffs, inventory stockpiling and diversifying supply chains geographically. All these strategies involve trade-offs or costs, but those companies that can do it effectively should see better performance. In short, it's typically companies with scale and strong negotiating power with its suppliers and customers. This all leads us back to large cap quality as the key factor to focus on when picking stocks. At the sector level, Capital Goods is well positioned given its stronger pricing power; while consumer discretionary goods appears to be in the weakest position. Bottom line, stay up the quality and size curve with a bias toward companies with good mitigation strategies. And see our research for more details. Thanks for listening. If you enjoy the podcast, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Acreage Report Reliability3:32 Wheat Collapse7:44 China Grain News9:24 China Cash Injection10:19 The Funds11:09 Trump/Canada TalksUSDA Report to Release Key Data on Plantings and Grain StocksThe USDA will release its highly anticipated Prospective Plantings and quarterly Grain Stocks report today. Traders expect to see a significant increase in U.S. corn plantings compared to last year, while a notable decline in soybean plantings is anticipated. U.S. corn stocks as of March 1st are expected to be down 2.4% from the same time last year, while soybean stocks are expected to be up by 3%. Wheat stocks are forecasted to rise by 11.6%.Chicago Wheat Futures Drop to 8-Month LowWheat futures on the Chicago Board of Trade dropped to their lowest level in nearly eight months on Friday, with the May25 contract losing almost 4 cents, closing near $5.28 per bushel. Prices have been pressured by ongoing peace talks between Russia and Ukraine, as well as ample global supplies. Weak export demand and beneficial rainfall across the U.S. Plains also contributed to the market's decline. Traders are positioning ahead of today's USDA reports.China's Focus on Agricultural Self-SufficiencyChina is investing heavily in improving agricultural land to strengthen national food security. The nation aims to transform 200 million acres into high-standard farmland by 2030, utilizing technology to improve soil quality, crop management, and disaster resilience. By 2035, all basic farmland is expected to meet high-standard criteria. China is prioritizing food self-sufficiency and diversifying its agricultural supply chains amidst rising geopolitical tensions.China Boosts Economy with Investment in State BanksChina has invested $69 billion into four state-owned banks to bolster their financial stability and support economic growth. The government's move will help these banks expand, strengthen their capital reserves, and invest in emerging industries. This investment also aims to address pressure from narrowing profit margins due to interest rate cuts.Funds Reduce Corn Market ExposureCFTC data shows that "The Funds" reduced their net-long position in the corn market last week, with large money managers selling 31k corn contracts. Since mid-February, the funds have slashed their net-long position by 286k contracts. The funds were also net sellers of soybean and SRW wheat contracts.President Trump and Canadian PM Discuss Tariffs and Trade FrameworkPresident Trump and Canadian Prime Minister Mark Carney held a productive phone call on Friday, though Canada remains set to impose retaliatory tariffs on the U.S. this week in response to Trump's planned reciprocal tariffs. Carney criticized the tariff threats as a betrayal of the USMCA agreement. Going forward, the two leaders plan to negotiate a new economic and security framework after Canada's upcoming election.

From a Queens real estate prodigy to the 45th and 47th President of the United States, Donald J. Trump's journey embodies the relentless pursuit of the American Dream. This documentary chronicles his unprecedented rise, blending business brilliance, unyielding patriotism, and a visionary blueprint to restore America's greatness.Born into a family of entrepreneurs, Trump transformed his father's real estate business into a global empire, turning iconic landmarks like Trump Tower into symbols of ambition and excellence 815. His transition from The Apprentice host to political outsider captivated the nation, culminating in a historic 2016 victory that defied establishment odds. Trump's "America First" agenda delivered record tax cuts, slashed stifling regulations, and revitalized industries, fueling a booming economy and creating millions of jobs Witness how Trump renegotiated trade deals like USMCA, replacing NAFTA to protect American workers, and achieved energy independence, unleashing U.S. oil and gas dominance 1215. His administration secured the border, appointed over 250 constitutionalist judges, and brokered Middle East peace accords, proving "peace through strength" is more than a sloganThe documentary highlights Trump's resilience against unprecedented opposition, including baseless impeachment attempts and a global pandemic. Through "Operation Warp Speed," his leadership fast-tracked COVID-19 vaccines, saving countless lives 15. In 2024, Trump's landslide reelection victory reaffirmed America's demand for bold, results-driven leadership—a testament to his unwavering commitment to renewing the American spiritFeaturing exclusive interviews with allies like Ivanka Trump and cabinet members, rare footage of Trump's Wharton School days, and heartwarming moments from his 2025 Congressional address—where he vowed to usher in a "New Golden Age"—this film is a celebration of patriotism, perseverance, and the power of believing in America 

House Financial Services Committee Chairman and Republican Representative French Hill of Arkansas, discusses his idea to renegotiate the USMCA to limit inputs from China and other countries. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture The infrastructure has been falling apart, this is because of regulations. Trump has implemented 25% tariffs on Canada and EU on autos. Trump warns the EU and Canada, if they are try anything he will increase the tariffs, liberation day is here. The [DS] tried to trap Trump and his team by using their app Signal, they thought they would have the ability to fire Trump nominees. The plan backfired and now the people are seeing that there was no confidential info and they lied. Trump has exposed the signal app and showed the media lies. This was done because it is all connected to the overthrow of elections, Russia hoax and the impeachment hoax.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/elonmusk/status/1905085621384704173 https://twitter.com/elonmusk/status/1904934041595634162 President Trump Announces 25 Percent Tariff on Import Cars and Import Car Parts, Effective April 3rd and May 3rd Respectively   [Full Executive Order Here] The 25% import duty applies on top of any preexisting tariff for cars and light trucks.  The 25% tariff also applies to imported car parts.  The USMCA trade agreement between the U.S. Canada and Mexico still applies. If the content of a car assembled in Mexico/Canada contains 50 percent component parts from the USA, the 25% tariff only applies to the final value of the imported components. In this example the tariff rate would be 12.5% of the total value. The tariff applies to all imported cars and light trucks.  Approximately half of all cars sold in the USA are currently American made, the other half are import vehicles from mainly Mexico, Japan, South Korea, Canada and Germany. This is a very big kick in the teeth to Germany.  Previously in a long-term strategy to avoid U.S. tariffs, German automakers invested billions in auto assembly plants in Mexico.  Ex. the BMW parts were shipped from Germany and the cars assembled in Mexico.  Now that investment is worthless as the vehicle will be taxed at a rate of 25% regardless of whether it is assembled in Germany or Mexico. Ex.2 High end auto Mercedes currently builds SUVs in the USA in order to avoid the previous 25% tariff; however, they still build cars outside the USA and export them into the USA market.  This will likely change quickly, and Mercedes will begin building all cars and SUVs in the USA.   [SOURCE] It cannot be overstated how big a hit this will be to the German economy specifically.  That's why EU President Ursula von der Leyen is couching her words very carefully. Germany drives the economic engine of the EU, and the Germans care about their money far more than they care about the security of Ukraine.   The next biggest impact will come to Canada.  The auto-sector in Canada only exists to send cars and trucks into the U.S. market.  That's the entire purpose and business model behind the Canadian auto industry.  Every component part of a Canadian car that does not originate from USA will now be subject to a 25% tariff. Source: theconservativetreehouse.com https://twitter.com/TheLastRefuge2/status/1905109609150599253 https://twitter.com/elonmusk/status/1905102546063991237   Political/Rights  Geopolitical/Police State https://twitter.com/elonmusk/status/1905078932925280705 https://twitter.com/elonmusk/status/1904972878501827035 https://twitter.com/elonmusk/status/1905293314401632507   and shot the cars along with igniting Molotov cocktails. "He used what appeared to be multiple Molotov cocktails an...

Rich Lowry, editor of National Review and author of The Case for Nationalism, joined The Guy Benson Show to discuss why launching a trade war with Canada would be a misstep for Trump. Lowry and Guy explained how the move is inadvertently helping Justin Trudeau's liberal party and argued that renegotiating the USMCA deal would be a far more effective strategy than imposing tariffs. Rich also weighed in on the idea of one bill vs two bills for the GOP's proposed reconciliation bill, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Donald Trump on Thursday signed executive actions that delay for nearly one month tariffs on all products from Mexico and Canada that are covered by the USMCA free trade treaty, a significant walkback of the administration's signature economic plan that has rattled markets, businesses, and consumers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world in Friday's Headline Brief—heavy on news, light on analysis. Trump Eases Tariffs on Mexico and Canada, But Not China – U.S. trade under the USMCA agreement is spared, but 40% of goods from Mexico and Canada still face tariffs. Meanwhile, China remains fully targeted as Walmart pressures suppliers to absorb the costs. Canada Strikes Back with Tariffs on U.S. Energy and Agriculture – Starting Monday, Canada will impose a 25% export tax on electricity to New York, Michigan, and Minnesota, as well as a 10% tax on oil and fertilizer ingredients, potentially raising gas and food prices. Truckers and Supply Chains Feeling the Impact – Shipping delays and tariff uncertainty have led to a slowdown in freight demand, with truck drivers reporting fewer hauls. China's Leaders Fear Losing the Trade War – Xi Jinping orders his government to study how the Soviet Union lost the Cold War, fearing the U.S. will repeat history and break China's economy. Federal Budget Showdown: Government Shutdown Looming? – House Republicans struggle to find $880 billion in spending cuts, with Medicaid and Medicare off-limits. A budget vote on Tuesday could determine if the government shuts down next Friday. Mass CIA Firings: Is the Intel Community Being Gutted or Cleaned Up? – 80 officers have already been fired, with more expected. Critics warn of national security risks, while others say the agency is shedding political operatives and DEI hires. Military's New AI Weapon: CamoGPT vs. DEI – The U.S. Army is using artificial intelligence to erase Diversity, Equity, and Inclusion policies from training materials. Middle East on Edge: U.S. and Israel Threaten Joint Military Strikes on Hamas – Trump's envoy warns that if hostages aren't released, “action will be taken.” Houthis Rejoice Over U.S. Terrorist Designation – Yemen's Iran-backed militia welcomes being listed as a terrorist group, reaffirming their motto: "Death to America." U.S. Considering Stopping and Inspecting Iranian Oil Tankers – A new pressure tactic to disrupt Iran's economy could escalate tensions in the Persian Gulf. Russia's Unexpected Comeback in Syria – Putin moves to rebuild ties with Syria's new leadership, offering currency support, diesel shipments, and potential military backing. Germany's Debt-Driven Spending Plan Rattles Global Markets – A massive 500 billion Euro bond sale spikes interest rates, affecting mortgage costs worldwide. Could NATO's Article 5 Be Extended to Ukraine? – Italy's prime minister suggests Ukraine should receive NATO-style security guarantees, raising the risk of U.S. troops on the ground and nuclear conflict with Russia. Get the facts, the analysis, and the truth—only on The Wright Report. "And you shall know the truth, and the truth shall make you free." - John 8:32

Trump's tariff chaos backfires hilariously—his own USMCA treaty, a NAFTA glow-up he once hyped, trips up his team, leaving Canada and Mexico untouchableThe FDA's sham “black box” warnings shield Big Pharma's as he kills and cripplesWikipedia's Larry Sanger flips the script, trading hardcore skepticism for unshakable faith in a brain-busting journey rivaling C.S. Lewis.A “measles death” hoax unravels—hospitals dodge blame for a girl's RSV demise, pushing dodgy tests and MMR agendasDOGE crashes as courts prove they can squash his cuts with a single gavel. Will Trump challenge judicial supremacy?2:30 Trump Tariffs Sabotaged by His Own Trade TreatyNo one in the Trump administration read the USMCA (NAFTA rebranded) treaty Trump was so proud of in his first administration.  So the tariff pendulum swings back and forth.  How much of goods from Canada & Mexico are off limits? Will anything change in 30 days? 24:11 Black Box Cover-Up: People Dead or Disabled as FDA & Pharma Shifts Blame to Physicians & Pharmacists      A pharmaceutical scandal that's destroying lives—like Whistler's and 27-year-old Elisa's—with the dangerous drug Levofloxacin (aka Levaquin). Prescribed for pneumonia, it left Elisa trembling, crippled by nerve pain and joint agony, mirroring Whistler's nightmare.     The FDA's "black box" warnings are a sick joke—buried, ignored, and never shared by doctors or pharmacists who shrug, "It's rare!” This is how Big Pharma poisons with impunity while the FDA—Free to Do Anything—rubber-stamps their crimes. 44:34 LIVE comments from audience 55:59 Wikipedia Mastermind Shocks the World: From Atheist Skeptic to Christian Convert     Larry Sanger, co-founder Wikipedia, has a stunning embrace of Christianity! This isn't just another celebrity conversion—it's a PhD philosopher's epic showdown with faith, tearing through decades of skepticism like a intellectual bulldozer. Raised with unanswered questions Sanger dove into the Bible, not to believe, but to dissect it. What he found? Answers that rocked his Ayn Rand-loving, agnostic world!      Compared to C.S. Lewis and cold-case detective J. Warner Wallace, his journey from doubt to truth is a wild ride of reason, fueled by marriage, fatherhood, and a relentless quest for meaning. Uncover the shocking twist that's got everyone talking—faith isn't blind, it's bulletproof 1:05:28 “Measles Death” Looks Like Hospital Murder & Misattribution      Forget the headlines screaming “unvaccinated doom”—this little girl, battling RSV pneumonia, was allegedly denied breathing treatments while her desperate parents begged for help. No measles rash, just a dodgy PCR test, and now a second “death” pops up with the same shady story.      This sinister agenda to peddle MMR shots and bully RFK Jr. into submission worked like a charm.  They're even cooking up a “Gulf of Measles” scare for Spring Break, ignoring that college kids would be.   It's not about health—it's a power grab1:30:19 Check Your Chicks for mRNA, and Check MAHA for Bird Flu Fearmongering If you're going to get spring chicks for your backyard make sure they're not vaccinated as Tractor Supply boasts!  And make sure you're not supporting the “MAHA influencers” like McCullough who've shamelessly pivoted from truth-teller to fear-peddling shill, now pushing pandemic for profit1:45:21 Trump's DOGE Dream Crumbles: Courts Claw Back Billions as Judicial Supremacy Reigns!Pop the champagne? Not so fast!   Unless Trump fights judicial supremacy none of the celebrated DOGE cuts will stick.  Only one of 677 district judges can halt the parade whether it's probationary employees fired or USAID foreign aid cancelled. 2:03:10 Blackrock Bought Into Panama Canal Company About a Month After Trump's ElectionHmmm… 2:05:17 Trump's Wild Card Chaos: Gerald Celente Exposes the Billionaire Freak Show and Power GrabGerald Celente, trend-forecasting legend TrendsJournal.com, rips the mask off the Trump administration's unpredictable madness! From tariff whiplash to a billionaire-packed cabinet, the elites are cashing in while the world teeters on the edge of war and economic collapse. Trump steers Blackrock into the Panama Canal and China is overbuilt domestically and in other countries with the Belt & Road Initiative —trending toward a gold boomIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Governor Ferguson announced that he will delay the hybrid electric conversion of ferries in order to get ferry service back to where it was in 2019. The House of Representatives voted to censure Rep. Al Green for his antics during Trump’s speech on Tuesday. // President Trump announced that he will delay tariffs with Mexico on USMCA goods until next month. A Canadian delegation from Alberta is coming to the United States to discuss becoming the 51 state. // An illegal immigrant from Mexico was indicted for child sex crimes in Snohomish County.  

Trump's tariff chaos backfires hilariously—his own USMCA treaty, a NAFTA glow-up he once hyped, trips up his team, leaving Canada and Mexico untouchableThe FDA's sham “black box” warnings shield Big Pharma's as he kills and cripplesWikipedia's Larry Sanger flips the script, trading hardcore skepticism for unshakable faith in a brain-busting journey rivaling C.S. Lewis.A “measles death” hoax unravels—hospitals dodge blame for a girl's RSV demise, pushing dodgy tests and MMR agendasDOGE crashes as courts prove they can squash his cuts with a single gavel. Will Trump challenge judicial supremacy?2:30 Trump Tariffs Sabotaged by His Own Trade TreatyNo one in the Trump administration read the USMCA (NAFTA rebranded) treaty Trump was so proud of in his first administration.  So the tariff pendulum swings back and forth.  How much of goods from Canada & Mexico are off limits? Will anything change in 30 days? 24:11 Black Box Cover-Up: People Dead or Disabled as FDA & Pharma Shifts Blame to Physicians & Pharmacists      A pharmaceutical scandal that's destroying lives—like Whistler's and 27-year-old Elisa's—with the dangerous drug Levofloxacin (aka Levaquin). Prescribed for pneumonia, it left Elisa trembling, crippled by nerve pain and joint agony, mirroring Whistler's nightmare.     The FDA's "black box" warnings are a sick joke—buried, ignored, and never shared by doctors or pharmacists who shrug, "It's rare!” This is how Big Pharma poisons with impunity while the FDA—Free to Do Anything—rubber-stamps their crimes. 44:34 LIVE comments from audience 55:59 Wikipedia Mastermind Shocks the World: From Atheist Skeptic to Christian Convert     Larry Sanger, co-founder Wikipedia, has a stunning embrace of Christianity! This isn't just another celebrity conversion—it's a PhD philosopher's epic showdown with faith, tearing through decades of skepticism like a intellectual bulldozer. Raised with unanswered questions Sanger dove into the Bible, not to believe, but to dissect it. What he found? Answers that rocked his Ayn Rand-loving, agnostic world!      Compared to C.S. Lewis and cold-case detective J. Warner Wallace, his journey from doubt to truth is a wild ride of reason, fueled by marriage, fatherhood, and a relentless quest for meaning. Uncover the shocking twist that's got everyone talking—faith isn't blind, it's bulletproof 1:05:28 “Measles Death” Looks Like Hospital Murder & Misattribution      Forget the headlines screaming “unvaccinated doom”—this little girl, battling RSV pneumonia, was allegedly denied breathing treatments while her desperate parents begged for help. No measles rash, just a dodgy PCR test, and now a second “death” pops up with the same shady story.      This sinister agenda to peddle MMR shots and bully RFK Jr. into submission worked like a charm.  They're even cooking up a “Gulf of Measles” scare for Spring Break, ignoring that college kids would be.   It's not about health—it's a power grab1:30:19 Check Your Chicks for mRNA, and Check MAHA for Bird Flu Fearmongering If you're going to get spring chicks for your backyard make sure they're not vaccinated as Tractor Supply boasts!  And make sure you're not supporting the “MAHA influencers” like McCullough who've shamelessly pivoted from truth-teller to fear-peddling shill, now pushing pandemic for profit1:45:21 Trump's DOGE Dream Crumbles: Courts Claw Back Billions as Judicial Supremacy Reigns!Pop the champagne? Not so fast!   Unless Trump fights judicial supremacy none of the celebrated DOGE cuts will stick.  Only one of 677 district judges can halt the parade whether it's probationary employees fired or USAID foreign aid cancelled. 2:03:10 Blackrock Bought Into Panama Canal Company About a Month After Trump's ElectionHmmm… 2:05:17 Trump's Wild Card Chaos: Gerald Celente Exposes the Billionaire Freak Show and Power GrabGerald Celente, trend-forecasting legend TrendsJournal.com, rips the mask off the Trump administration's unpredictable madness! From tariff whiplash to a billionaire-packed cabinet, the elites are cashing in while the world teeters on the edge of war and economic collapse. Trump steers Blackrock into the Panama Canal and China is overbuilt domestically and in other countries with the Belt & Road Initiative —trending toward a gold boomIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

From Michael Mann's climate fraud crashing in a free-speech inferno—slashing his million-dollar win to half-million loss —to Texas ditching its oil riches for 30 nuclear reactors by 2030, fueled by foreign uranium we don't even have!     Meanwhile, California's serving up rodent recipes, the USDA's greenlighting untested gene-jabbing of cows     Then, the grand finale: Seeking Satoshi exposes Bitcoin as a transhumanist plot—futurists obsessed with AI, genetic engineering, and defying entropy itself! From Julian Huxley's sci-fi dystopias to Silicon Valley's god-complex oligarchs like Musk and Thiel, this is no mere currency—it's a tower of Babel for a godless elite, hellbent on immortality and global control2:30 Trump's Tariff Pendulum Swings BackOn-again, off-again tariffs get put on 30 day hold again as Trump's wrecking ball swings back. It's not about protectionism, it's not about revenue — but a chaotic assault on Canada and Mexico, threatening to torch the North American auto supply chain Trump himself turbocharged with the USMCA. But the Trump-sucker Proxy Media cheers it as a “win" 30:00Michael Mann's Climate Con Crumbles: Free Speech Strikes BackMichael Mann, the climate MacGuffin mastermind who fabricated exponential lie that fueled Al Gore's Oscar-winning propaganda, sees his house of cards collapse in a blaze of justice.  After a 12-year legal war, his million-dollar defamation win against sharp-tongued skeptic Mark Steyn just got slashed to a measly $5,000, while he's slapped with a $500,000 bill to National Review under anti-SLAPP laws. 42:00Texas, Rich in Oil, Will Go Nuclear for Data Centers — 30 Nukes by 2030The USA doesn't have much uranium (which is why they do this).  Where do we source it?  46:45 California Says — Eat Rodents!They're publishing recipes for eating Nutria…[hint: tastes just as good next week] 1:03:00 USDA Approval of Genetic “BirdFlu” Vax for CattleUSDA now skips testing like FDA.  Approval to use genetic injections on cows is imminent (as they've already done for chickens).  But Reason Magazine has completely lost the plot — they think high egg prices are due to “cage-free” laws in states 1:30:00 Trump's Shocking Bitcoin Reserve TwistTony Arterburn of DavidKnight.gold drops revelations on what started as a bold promise at the Nashville Bitcoin Conference.  The Bitcoin Reserve has morphed into a chaotic crypto circus, with mysterious additions like ADA, SOL, and XRP raising eyebrows and red flags. Is this a genius move or a sinister setup?     Arterburn exposes the murky ties to Trump's meme coins, insider graft, and a potential backdoor to Central Bank Digital Currencies (CBDCs).     With Bitcoin soaring to $108K and crashing back down, the so-called “Bitcoin Strategic Reserve” is starting to smell like a high-stakes pump-and-dump scam.     Add in a sovereign wealth fund twist and BlackRock's shadowy fingerprints, and you've got a financial thriller that could shake the world economy to its core 2:22:48Seeking Satoshi: Unmasking Bitcoin's Transhumanist Puppet MastersCypherpunk pioneer Mike Laurie drops a bombshell: he says Satoshi's no lone genius but a hive of libertarian transhumanists from the Extropy Institute—futurists obsessed with AI, genetic engineering, and defying entropy itself! From Julian Huxley's sci-fi dystopias to Silicon Valley's god-complex oligarchs like Musk and Thiel, this is no mere currency—it's a tower of Babel for a godless elite, hellbent on immortality and global controlIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

From Michael Mann's climate fraud crashing in a free-speech inferno—slashing his million-dollar win to half-million loss —to Texas ditching its oil riches for 30 nuclear reactors by 2030, fueled by foreign uranium we don't even have!     Meanwhile, California's serving up rodent recipes, the USDA's greenlighting untested gene-jabbing of cows     Then, the grand finale: Seeking Satoshi exposes Bitcoin as a transhumanist plot—futurists obsessed with AI, genetic engineering, and defying entropy itself! From Julian Huxley's sci-fi dystopias to Silicon Valley's god-complex oligarchs like Musk and Thiel, this is no mere currency—it's a tower of Babel for a godless elite, hellbent on immortality and global control2:30 Trump's Tariff Pendulum Swings BackOn-again, off-again tariffs get put on 30 day hold again as Trump's wrecking ball swings back. It's not about protectionism, it's not about revenue — but a chaotic assault on Canada and Mexico, threatening to torch the North American auto supply chain Trump himself turbocharged with the USMCA. But the Trump-sucker Proxy Media cheers it as a “win" 30:00Michael Mann's Climate Con Crumbles: Free Speech Strikes BackMichael Mann, the climate MacGuffin mastermind who fabricated exponential lie that fueled Al Gore's Oscar-winning propaganda, sees his house of cards collapse in a blaze of justice.  After a 12-year legal war, his million-dollar defamation win against sharp-tongued skeptic Mark Steyn just got slashed to a measly $5,000, while he's slapped with a $500,000 bill to National Review under anti-SLAPP laws. 42:00Texas, Rich in Oil, Will Go Nuclear for Data Centers — 30 Nukes by 2030The USA doesn't have much uranium (which is why they do this).  Where do we source it?  46:45 California Says — Eat Rodents!They're publishing recipes for eating Nutria…[hint: tastes just as good next week] 1:03:00 USDA Approval of Genetic “BirdFlu” Vax for CattleUSDA now skips testing like FDA.  Approval to use genetic injections on cows is imminent (as they've already done for chickens).  But Reason Magazine has completely lost the plot — they think high egg prices are due to “cage-free” laws in states 1:30:00 Trump's Shocking Bitcoin Reserve TwistTony Arterburn of DavidKnight.gold drops revelations on what started as a bold promise at the Nashville Bitcoin Conference.  The Bitcoin Reserve has morphed into a chaotic crypto circus, with mysterious additions like ADA, SOL, and XRP raising eyebrows and red flags. Is this a genius move or a sinister setup?     Arterburn exposes the murky ties to Trump's meme coins, insider graft, and a potential backdoor to Central Bank Digital Currencies (CBDCs).     With Bitcoin soaring to $108K and crashing back down, the so-called “Bitcoin Strategic Reserve” is starting to smell like a high-stakes pump-and-dump scam.     Add in a sovereign wealth fund twist and BlackRock's shadowy fingerprints, and you've got a financial thriller that could shake the world economy to its core 2:22:48Seeking Satoshi: Unmasking Bitcoin's Transhumanist Puppet MastersCypherpunk pioneer Mike Laurie drops a bombshell: he says Satoshi's no lone genius but a hive of libertarian transhumanists from the Extropy Institute—futurists obsessed with AI, genetic engineering, and defying entropy itself! From Julian Huxley's sci-fi dystopias to Silicon Valley's god-complex oligarchs like Musk and Thiel, this is no mere currency—it's a tower of Babel for a godless elite, hellbent on immortality and global controlIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

The United States has officially imposed broad tariffs on two of its largest trading partners, Canada and Mexico, marking one of the most aggressive trade measures in recent history. With potential economic fallout looming, world leaders, economists, and businesses are scrambling to assess the impact of President Donald Trump's latest move.From Trade Deals to Trade Wars: How We Got HereDuring Trump's first term, his administration took a mixed approach to tariffs. While he aggressively targeted China with import duties — many of which remain under President Biden — his strategy with Canada and Mexico was more nuanced. Initial tariffs on specific industries such as lumber, steel, and aluminum eventually gave way to the U.S.-Mexico-Canada Agreement (USMCA), a revised version of NAFTA that stabilized trade relations.However, with Trump back in the White House, he has revived concerns over trade imbalances, particularly with Canada and Mexico. On January 20th, Inauguration Day, Trump signed an executive order launching a review of USMCA, with findings due in April. But before that process could unfold, he moved forward with major tariff increases.On February 1st, Trump announced two executive orders imposing sweeping tariffs. Canadian imports now face a 25% tariff, with a lower 10% tariff on energy exports like oil and gas. Mexico has been hit with a flat 25% tariff on all imports. Though negotiations initially delayed the tariffs by 30 days, they have now gone into full effect, shaking up a $1.3 trillion annual trade relationship.To justify the tariffs, Trump invoked the International Emergency Economic Powers Act, a legal framework typically used for sanctions. He linked the move to national security concerns, specifically citing fentanyl trafficking and illegal immigration.Sweeping Tariffs Hit North America HardThe response from Canada and Mexico has been swift and severe. Canadian Prime Minister Justin Trudeau condemned the tariffs as "absolutely unacceptable" and unveiled a $30 billion retaliatory tariff package, with plans for an additional $125 billion in tariffs within 21 days if the dispute is not resolved. Several Canadian provinces have announced bans on U.S. products, pulling American wine, beer, and liquor off store shelves.In Mexico, President Claudia Sheinbaum issued a sharp protest but has not yet outlined a formal retaliation. However, Mexican officials have signaled that they may target key U.S. industries, including soybeans, pork, and beef exports.Domestically, the tariff decision has sparked significant economic concern. Stock markets tumbled following the announcement, and major retailers like Target and Best Buy have warned that prices on imported goods will rise sharply, with businesses passing the cost onto consumers.Economists overwhelmingly predict inflationary pressure, warning that tariffs could lead to a U.S. recession and further damage trade relations. The automotive industry is expected to see major price hikes, as will sectors reliant on steel and aluminum, energy resources, agriculture, and consumer goods such as electronics, clothing, and household appliances.Trump's Endgame: Tough Negotiation or Economic Gamble?These tariffs will likely be felt most harshly by Canada and Mexico, as the United States is their largest export market. Seventy-five percent of Canadian exports go to the U.S., while for Mexico, that number is even higher at 80%. By limiting these exports, Trump is exerting maximum pressure on both countries, but the strategy raises significant questions.Is he using tariffs as leverage to renegotiate USMCA? Does he expect Canada and Mexico to cave under economic strain? Or is this a broader shift toward economic protectionism, despite warnings from economists?Trump's decision could make or break his administration. While his supporters may see the move as a strong stance against unfair trade practices, rising prices and economic downturns could alienate voters — especially those who supported him for his stance on inflation control. The coming months will reveal whether these tariffs are a negotiation tool or a long-term policy shift. For now, both the U.S. and its North American neighbors brace for an economic showdown.Chapters* 00:00:00 - Introduction* 00:02:39 - Ukraine Mineral Deal Fallout* 00:06:35 - The Impact of Tariffs on Trade Relations* 00:17:22 - Consequences of Tariffs on the Economy* 00:22:15 - Interview with Bill Scher* 00:58:09 - Update introduction* 01:00:13 - J.D. Vance's European Controversy* 01:03:02 - GOP Government Funding Bill* 01:04:48 - Democrats' Plans to Protest Trump's Speech* 01:08:00 - Interview with Katie Harbath* 01:45:25 - Outro This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe