{"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 ETFs Are Surging on Trade Realignment","slug":"how-south-korea-etfs-are-surging-on-trade-realignment","published_at":"2026-06-18T17:48:11+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-etfs-are-surging-on-trade-realignment","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-0060.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0060.mp3","summary":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna explore the recent surge in South Korea ETFs, up nearly 12 percent in a week. They examine how the country is benefiting from trade realignment as companies diversify away from China, with specific data on the EWY ETF performance and the weakening yen. The hosts discuss the role of semiconductor exports and the impact of the strong dollar on global supply chains, offering concrete insights for investors. #SouthKorea #ETFs #TradeRealignment #Semiconductors #EWY #StrongDollar #GlobalSupplyChains #Diversification #Exports #EmergingMarkets #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast #Finance #Investing #MarketTrends #SupplyChain Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna explore the recent surge in South Korea ETFs, up nearly 12 percent in a week. They exami…","key_points":[],"chapters":[],"topics":[],"duration_seconds":482,"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-etfs-are-surging-on-trade-realignment/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-etfs-are-surging-on-trade-realignment.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}