The Trade Guys

CSIS | Center for Strategic and International Studies
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Sep 23, 2025 • 33min

Nvidia vs. China, Lumber Disputes with Canada, and a Russia Sanctions Update

On this episode of the Trade Guys, we give an update on U.S.–China Talks in Madrid and China's recent actions against Nvidia. We also cover disputes between the U.S. and Canada over lumber, as well as signaling from the Trump administration about further sanctions on Russia.  Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.
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Sep 15, 2025 • 36min

EU-U.S. Tensions, Economic Indicators, and Zeroing Out Tariffs

On this episode of the Trade Guys, we look at ongoing challenges to the EU-U.S. trade relationship, the early data on the macroeconomic impacts of the tariffs both home and abroad, and a recent executive order zeroing out tariffs on a select range of goods deemed not available in the United States. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.
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4 snips
Sep 8, 2025 • 28min

The IEEPA Bombshell, WTO Pocket Rescission, and Export Licenses to China

The podcast dives into the recent Federal Court ruling on the legality of tariffs, which could reshape trade practices. A rare pocket rescission targeting the WTO is analyzed, revealing tensions in international trade commitments. The discussion also highlights the new export licensing requirements for semiconductor giants like SK Hynix and Samsung, signaling a shift in U.S.-China relations. Additionally, legal battles over presidential powers and foreign aid implications shed light on the evolving landscape of trade policy. Tune in for these intriguing insights!
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Sep 2, 2025 • 40min

Demystifying De Minimis with the Simply Trade Podcast

On this special crossover episode of the Trade Guys, Bill and Scott are joined by Lalo Solorzano and Andy Shiles of the Simply Trade Podcast to talk de minimis and current trade policy.  Check out the Simply Trade Podcast from the Global Training Center wherever you find your podcasts. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our Crash Course: Trade Policy with the Trade Guys this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.
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Aug 25, 2025 • 22min

Chip Dealmaking and 232 Investigations

On this episode of the Trade Guys, we discuss the Trump administration’s latest deals with respect to AI chips going to China, and we also get into the growing list of Section 232 investigations and where they may be headed.
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Aug 18, 2025 • 39min

Discussing IEEPA Litigation with Rick Woldenberg, CEO of hand2mind and Learning Resources

The Trade Guys welcome Rick Woldenberg, CEO of hand2mind and Learning Resources, whose companies are plaintiffs in a lawsuit challenging the Trump administration’s use of the International Emergency Economic Powers Act. They explore the case, its broader implications, and how tariffs are affecting American businesses.
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Aug 11, 2025 • 26min

Escalating Tariff Fights with Brazil and India and how U.S. Efforts Impact Russia and China

On this episode of the Trade Guys, we bring in Dr. Philip Luck to talk about the 50% tariffs the Trump administration has applied to Brazil and India and why they may represent a new frontier. We also reflect on how U.S. tariffs on third countries and sanctions (or lack thereof) are impacting Russia and China. 
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Aug 4, 2025 • 26min

Analyzing the Latest U.S. Deals and Ongoing Negotiations with the PRC

On this episode of the Trade Guys, we examine two recent tariff and investment deals that the Trump administration has made with the European Union and the Republic of Korea. We also give an update on how trade negotiations with China are progressing.
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Jul 28, 2025 • 36min

Putting Economic Pressure on Russia and New Tariff Agreements

On this episode of the Trade Guys, we look at efforts from the President and Congress to use tariffs to put pressure on Russia. We also talk through several new announced deals and those on the horizon, including with Indonesia, Japan, the Philippines, and the EU.
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Jul 21, 2025 • 29min

The Show Must Go On: New Tariffs and the Role of the Dollar

On this episode of the Trade Guys, we talk through a range of new tariff announcements and where negotiations may be headed. We also look at the role of the dollar in the international monetary system and what scenarios could lead to de-dollarization. We also pay tribute to our friend and colleague Andrew Schwartz. 

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