The Zero100 Podcast Is Trump’s Tariff Strategy Paying Off?
Oct 7, 2025
28:42
Six months after Trump declared “Liberation Day,” tariff revenues are up, and major US investment pledges are rolling in. But at the same time, costs are rising, and global sourcing strategies are shifting fast. This week, the Zero100 team explores reshoring readiness, friendshoring alternatives, and the role of AI and robotics in turning volatility into opportunity, outlining the steps supply chain leaders must take to build resilience in a reshaped global market. Featuring: Chief Research Officer Kevin O’Marah, VP, Research, Geraint John, and Principal Analyst Caroline Chumakov.
- Breaking down Trump’s tariff playbook (00:05)
- What the numbers really say about trade deficits and tax revenue (02:01)
- Moving manufacturing back to the US: Political theater or a real shift? (03:38)
- The roadblocks slowing a reshoring push (10:17)
- Non-stop negotiation: How global trade partners are reacting (15:44)
- Inflation, resilience, and what supply chain leaders must prepare for next (19:14)
- Trump’s tariffs: a win or a miss? (25:01)