{"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 Indian Pharma Became a Trade War Casualty","slug":"how-indian-pharma-became-a-trade-war-casualty","published_at":"2026-07-07T18:10:04+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-indian-pharma-became-a-trade-war-casualty","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-0099.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0099.mp3","summary":"Episode 99 of Trade and Tariffs with Fexingo examines how India's generic drug industry, a global powerhouse supplying 20% of U.S. generic pills, is being squeezed by geopolitical tensions and tariff escalations. Lucas and Luna break down the specific case of Cipla's U.S. import delays, the impact of new U.S. customs audits on Indian API shipments, and why the FDA's 2026 inspections are adding weeks to supply chains. They connect this to the broader trend of critical medicine reshoring and what it means for global health security. Featuring live market data: the iShares India ETF (INDA) up just 0.1% in a volatile week, while the rupee trades near 79 per dollar. A focused look at how trade wars are now targeting the pharmacy shelf. #IndianPharma #TradeWar #GenericDrugs #Cipla #SupplyChain #USFDA #API #Reshoring #Pharmaceuticals #Tariffs #India #USChinaTrade #DrugShortages #Healthcare #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 99 of Trade and Tariffs with Fexingo examines how India's generic drug industry, a global powerhouse supplying 20% of U.S. generic pills, is being…","key_points":[],"chapters":[],"topics":[],"duration_seconds":517,"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-indian-pharma-became-a-trade-war-casualty/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-indian-pharma-became-a-trade-war-casualty.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}