{"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's Export Collapse Is Rewriting Chip Trade","slug":"how-south-korea-s-export-collapse-is-rewriting-chip-trade","published_at":"2026-07-16T17:58:53+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-s-export-collapse-is-rewriting-chip-trade","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-0118.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0118.mp3","summary":"Episode 118 of Trade and Tariffs with Fexingo examines South Korea's deepening export crisis in mid-2026. The iShares MSCI South Korea ETF (EWY) plunged over 10% in five days, hitting levels not seen since the 2020 pandemic. Lucas and Luna drill into the specific drivers: memory chip oversupply from China's factory glut, US-China export controls squeezing Samsung and SK Hynix, and the won's depreciation against the dollar. They connect the collapse to broader emerging market divergence—contrasting Korea's woes with China's FXI rally—and ask whether Korea's export model is structurally broken or just cyclically battered. A data-rich, case-focused episode on the new geography of semiconductor trade. #SouthKorea #Semiconductor #ExportCollapse #EWY #ChipTrade #Samsung #SKHynix #TradeWar #USChina #MemoryChips #Won #EmergingMarkets #SupplyChains #TradeTariffs #FexingoBusiness #BusinessPodcast #Economics #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 118 of Trade and Tariffs with Fexingo examines South Korea's deepening export crisis in mid-2026. The iShares MSCI South Korea ETF (EWY) plunged o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":564,"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-s-export-collapse-is-rewriting-chip-trade/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-s-export-collapse-is-rewriting-chip-trade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}