{"podcast":{"title":"Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains","slug":"trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","podcast_index_feed_id":7871709,"rss_url":"https://feeds.fexingo.com/business/trade-and-tariffs.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/trade-and-tariffs/cover.png","author":"Fexingo","episode_count":121,"summary":"Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking Section 301 exclusions, and the investor recalibrating country-risk models. Every episode ends not with a verdict but with a tension: if the EU slaps digital-services taxes on US tech giants, does t…","last_synced_at":"2026-07-18T12:20:17.875958+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709"},"episode":{"title":"How Europe Is Quietly Building Its Own Defense Supply Chain","slug":"how-europe-is-quietly-building-its-own-defense-supply-chain","published_at":"2026-07-06T18:01:19+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-europe-is-quietly-building-its-own-defense-supply-chain","show_page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0097.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0097.mp3","summary":"Lucas and Luna dig into a shift the headlines are barely covering: Europe is building its own defense industrial base outside NATO's traditional procurement system. They trace the story through a specific case — the Franco-German-led European Defence Fund's latest €8 billion tranche — and show how it's already pulling production away from US suppliers. They connect this to a data point that jumps off the screen: the iShares MSCI Germany ETF, ticker E-W-G, is up 14 percent year-to-date while the S&P 500 has barely budged. Is the US losing its grip on the world's most lucrative weapons market? And what does that mean for trade flows in 2026? No rhetoric, just the numbers and the strategy behind them. #DefenseSupplyChain #EuropeanDefenceFund #NATO #TradeWar #DefenseIndustry #GermanyETF #EWG #S&P500 #DefenseSpending #FrancoGerman #MilitaryProcurement #TransatlanticTrade #Economics #Geopolitics #FexingoBusiness #BusinessPodcast #SupplyChainShift #EuropeDefense Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna dig into a shift the headlines are barely covering: Europe is building its own defense industrial base outside NATO's traditional procureme…","key_points":[],"chapters":[],"topics":[],"duration_seconds":530,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-europe-is-quietly-building-its-own-defense-supply-chain/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-europe-is-quietly-building-its-own-defense-supply-chain.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}