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The Trade Guys

Latest episodes

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Dec 16, 2024 • 32min

The Fate of the WTO, Useful Data on China Sanctions, and Space Export Controls

On this week's episode of the Trade Guys, we discuss what the incoming U.S. administration will mean for the future of the World Trade Organization. We also dive into a new study on “The Rise of US Economic Sanctions on China” from the Peterson Institute for International Economics, as well as the relaxation of export controls on space-related technologies by BIS.
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Dec 9, 2024 • 26min

More Nominees, New Export Controls, and the Future of USMCA

Discover the intriguing dynamics of trade policy with a look at key economic nominees and their potential impact. Explore new export controls aimed at curbing China's AI advancements through semiconductors, and how these measures could affect international collaboration. Delve into the complexities of tariffs on Canada and Mexico, assessing their implications for consumer prices and political negotiations. The discussion critiques financial sanctions on nations like Russia and reflects on the evolving landscape of the USMCA.
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10 snips
Nov 25, 2024 • 23min

Trump's Cabinet, Vietnam in the Crosshairs, and Chinese Retaliation

The discussion dives into potential trade-relevant cabinet nominees and their impacts on upcoming policies. Vietnam emerges as a focal point for scrutiny, with concerns about currency manipulation amid trade deficits with the U.S. Proposed tariffs on Chinese goods are examined, revealing a shift in manufacturing to Southeast Asia. The dialogue also touches on China's recent export restrictions of critical minerals and the broader implications for the global economy. It's a whirlwind of trade dynamics reflecting ongoing geopolitical tensions.
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Nov 12, 2024 • 27min

The Return of Tariff Man

The resurgence of 'Tariff Man' sparks discussions about Donald Trump's influence on trade policy. Speculations arise about the economic strategy of a potential new administration and its focus on tariffs. Concerns over national debt and the political landscape are examined, revealing the challenges ahead. The podcast also draws parallels with past presidencies, questioning how economic conditions are spun during elections. Finally, it scrutinizes the risks of high tariffs against major trading partners and the potential fallout for the U.S. economy.
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7 snips
Nov 4, 2024 • 28min

BRICS De-Dollarization Efforts, the G20, and a U.S. Manufacturing Outlook

At the recent BRICS Summit, global leaders are pushing for de-dollarization, challenging the U.S. dollar's long-standing dominance. Discussions around alternative currencies, including the euro and renminbi, highlight emerging trends in international trade. The G20's focus on sustainable development and women’s trade participation signals a shift in priorities. Meanwhile, a study reveals the evolving landscape of U.S. manufacturing, emphasizing the need for adaptation in a service-oriented economy and the critical importance of manufacturing for national security.
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Oct 28, 2024 • 36min

Live at the National Small Business Exporter Summit

This week, the Trade Guys recorded their show live at the National Small Business Exporter Summit hosted by NASBITE International. They talk U.S. elections and the services economy, then field questions from the audience.
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Oct 21, 2024 • 31min

USMCA Renewal, Nobel Prize in Economics, and the Return of the Pandas

On this week's episode of the Trade Guys, we preview the upcoming 2026 renewal of the United States–Mexico–Canada Agreement (USMCA), dig into the Nobel-winning work on the importance of societal institutions for a country’s prosperity, and discuss the return of pandas from China to the National Zoo.
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Oct 14, 2024 • 31min

Big Questions on Trump's Tariff Authorities and the Causes of Inflation

Dive into the legal maze surrounding presidential powers over tariffs and how they could affect future trade with China. Explore the historical context behind these powers and the complexities of modern trade policies. The discussion also challenges common beliefs about inflation, revealing that government actions and changing consumer behavior play significant roles beyond just supply chain issues. Learn how pandemic-era supply chain dynamics have shifted from traditional methods to just-in-time production, highlighting vulnerabilities and inflationary pressures.
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Oct 7, 2024 • 33min

Port Strike, Critical Technology Ties with India, and EU Deforestation Regulation

On this week's episode of the Trade Guys, we unpack the ramifications of the port strike currently impacting the East Coast and Gulf. Next, we look at U.S.-India collaboration on critical minerals and semiconductors, as well as the recently delayed EU Deforestation Regulation (EUDR).
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Sep 30, 2024 • 30min

Trump-Harris Economic Plans and a U.S. Ban on Connected Vehicle Technology Imports

On this week's episode of the Trade Guys, we dive into the economic records and agendas of the two major presidential candidates. We also cover the Commerce Department's proposed ban on the import and sale of connected vehicle technologies from China and Russia.

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