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The Trade Guys

Latest episodes

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Feb 9, 2024 • 32min

LNG Exports, the Trade Deficit, and Tin Mill Steel

The podcast discusses the temporary pause on LNG exports, the significance of LNG exports to the US economy, the impact of COVID-19 on the supply chain, the US International Trade Commission's decision on anti-dumping duties on tin mill steel, and the economic impact of the Super Bowl.
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Feb 2, 2024 • 34min

Nippon Steel, TTC, and Digital Trade

This week, the Trade Guys discuss the pending Nippon Steel acquisition of United States Steel Corp, the outcomes of the recent Trade and Technology Council meeting, and how the Digital Markets Act is impacting U.S. businesses.
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Jan 26, 2024 • 32min

Market Migrations: Birds, EU Economic Security, Friendshoring

Discussing bird flu vaccines, EU economic security, and the concept of friend-shoring. Exploring the importance of vaccination in poultry for international trade. Examining the challenges and criteria of friend-shoring. Exploring derisking supply chains and companies leaving China. Exploring the long-term potential of friend-shoring and the importance of research.
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Jan 22, 2024 • 36min

China Supply Chains, U.S.-India Trade, and LNG Exports

This episode covers Chinese supply chain realignments, US-India trade, and LNG exports. Topics include the shift in China's exports to Southeast Asia, Vietnam and Mexico benefiting from global trade realignment, considerations for LNG exports under Biden administration, and excitement for NFL playoff games.
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Jan 12, 2024 • 34min

Legacy Chips, Auto Exports, and the Red Sea

This podcast episode explores China's dominance in the legacy chip and automotive markets, the challenges of dealing with China in terms of industrial policy and trade, the need to address legal and regulatory hurdles in the technology industry, the impact of armed conflict on trade routes in the Middle East, and the discussion around piracy and multinational efforts to protect tankers and containerships.
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Jan 5, 2024 • 26min

2024 Trade Outlook

The Trade Guys reflect on trade in 2024, workers-centered trade policy, fish negotiations, US-China trade relationship, trade debate in Europe and US
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Dec 15, 2023 • 34min

Potential Solutions for the Global Trading System

Discussion on national security and economics, supply chain resilience, global collective action problems, populism's impact on trade, de-risking and supply chains, and trade clustering. Exploring the history of globalization and its challenges. The importance of leadership, negative impacts of tariffs, and frustration caused by governments not cooperating. Embracing compromise to address demographic challenges. Congress and the American people's role in shaping policy on immigration.
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Dec 8, 2023 • 36min

Looming Challenges to the Global Trading System

On this week’s episode of the Trade Guys, we’ll talk about some of the biggest challenges facing the global trading system as we wind down 2023.
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Dec 1, 2023 • 30min

COP 28, USMCA, and Whiskey Tariffs

On this week’s episode of the Trade Guys, we’ll talk about COP 28 and Trade Day, the USMCA panel on dairy, and the role of U.S. Whiskey in tariff negotiations with the EU.
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Nov 17, 2023 • 26min

APEC, IPEF, and the Biden-Xi Meeting

On today's episode of Trade Guys, we'll discuss the state of IPEF negotiations, the APEC summit, and the Biden-Xi meeting. 

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