{"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 South Korea Chipmakers Are Navigating the Trade War","slug":"how-south-korea-chipmakers-are-navigating-the-trade-war","published_at":"2026-07-10T05:57:31+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-chipmakers-are-navigating-the-trade-war","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-0105.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0105.mp3","summary":"This week on Trade and Tariffs with Fexingo, Lucas and Luna break down how South Korea's semiconductor giants—Samsung and SK Hynix—are recalibrating their supply chains as the US-China trade war enters a new phase. With the KOSPI up 2.6% in five days and SK Hynix preparing a Wall Street debut, the hosts explore the 'Korea discount' and whether chip export restrictions are actually helping Korean firms diversify. They discuss how HBM memory demand from AI data centers is creating a rare win for Seoul, even as Washington and Beijing tighten tech export controls. Plus: a look at the trade-weighted dollar dipping to 120.7 and what that means for emerging market chip buyers. #SouthKorea #Semiconductors #SKHynix #Samsung #TradeWar #ChipExports #HBM #AIDataCenters #KoreaDiscount #SupplyChain #USChinaTrade #MemoryChips #KOSPI #ExportControls #TSMC #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"This week on Trade and Tariffs with Fexingo, Lucas and Luna break down how South Korea's semiconductor giants—Samsung and SK Hynix—are recalibrating their…","key_points":[],"chapters":[],"topics":[],"duration_seconds":671,"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-south-korea-chipmakers-are-navigating-the-trade-war/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-south-korea-chipmakers-are-navigating-the-trade-war.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}