{"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-2","published_at":"2026-06-17T05:44:04+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-2","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-0057.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0057.mp3","summary":"Episode 57 of Trade and Tariffs with Fexingo examines the stunning 15.4% surge in South Korea ETFs over the past week, as global trade flows realign amid shifting supply chains and a weaker dollar. Hosts Lucas and Luna break down why Korea is benefiting from China plus one strategies, the role of semiconductor exports, and what the won's stability means for investors. They also touch on the broader emerging market rally, with India and Mexico ETFs also climbing, and discuss whether this momentum is sustainable. Specific data points include the Korea ETF's five-day gain, the trade-weighted dollar index at 119.5, and the won-dollar exchange rate near 160.2. A must-listen for anyone tracking global trade dynamics and portfolio diversification. #SouthKorea #KoreaETF #EWY #EmergingMarkets #TradeWar #SupplyChains #ChinaPlusOne #Semiconductors #StrongDollar #Won #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #TradeAndTariffs #GlobalTrade #Investing #MarketSurging Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 57 of Trade and Tariffs with Fexingo examines the stunning 15.4% surge in South Korea ETFs over the past week, as global trade flows realign amid…","key_points":[],"chapters":[],"topics":[],"duration_seconds":365,"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-2/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-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}