The Quiet Tariff Retreat, Germany's China Rethink and Banque Syz CIO on Geopolitics, Markets and "Slowbalization"
The headlines say the tariff war is still raging. According to Richard Baldwin, Washington has spent the past year quietly backing away from it, one exemption and carve-out at a time. In episode 93, R...
30 Sep 47min
Swiss Made, Chokepoints and a Digital Pandemic ft. ITU's Tomas Lamanauskas
What actually happens when the internet stops working? Not the brief flicker-of-wifi kind, but a real digital pandemic - solar storms, satellite collisions, and heat waves taking out the servers holdi...
3 Sep 39min
Tariff Bingo: Trump vs the EU, China's Economic Fortress, and Europe's Rare Earth Problem
Everyone weaponized trade policy at once this month, and the targets weren't always the obvious ones. Trump's latest tariff threats landed on the EU in retaliation for European fines on tech firms, wh...
13 Aug 33min
Hormuz Fallout, China as the New Swing Energy Importer and Ports
In Episode 90 of Trade Splaining, Ardian Mollabeqiri and Robert Skidmore are back to unpack how geopolitics, energy markets and global shipping disruptions are finding their way into the everyday econ...
2 Juli 37min
Trade Finds a Way, But Your Parcel Might Not: Global Express Association's Carlos Grau on Customs, De Minimis & Global Delivery
Episode 89 - Trade Finds a Way, But Your Parcel Might Not: Global Express Association's Carlos Grau on Customs, De Minimis & Global Delivery Trade has a funny way of showing up in your life. Sometimes...
4 Juni 38min
Hormuz Oil Shock, Airfares and the Future of Flying - IATA’s Chief Economist on the New Energy Crisis
Episode 88: Hormuz Oil Shock, Airfares and the Future of Flying - IATA’s Chief Economist on the New Energy Crisis Oil shocks used to feel like something that happened in markets, headlines and awkward...
21 Maj 34min
USMCA on the Brink? Trade Fragmentation, Supply Chain Chaos & the Rise of “Just in Case”
Episode 87 - USMCA Uncertainty, Trade Fragmentation & the Future of Supply Chains Global trade is shifting - and not everyone agrees on where it’s heading. In this episode, we break down the growing u...
30 Apr 31min
Is the WTO Still Relevant? MC14, Trade Chaos & a Surprisingly Resilient System | Peter Foster (FT)
Episode 86 – Is the WTO Still Relevant? MC14, Trade Chaos & a Surprisingly Resilient System | Peter Foster (FT) 🎧 Listen: t.ly/K4Jnc Has the global trading system fundamentally broken — or is it prov...
7 Apr 28min
