{"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 SpaceX IPO Is Reshaping Trade Finance","slug":"how-spacex-ipo-is-reshaping-trade-finance","published_at":"2026-06-14T05:38:15+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-spacex-ipo-is-reshaping-trade-finance","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-0051.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0051.mp3","summary":"What does SpaceX's historic IPO have to do with international trade? More than you'd think. Lucas and Luna examine how the $2 trillion listing is shaking up trade finance, with banks scrambling to lend to space logistics startups and the US dollar strengthening as capital flows into US equities. They break down why the SpaceX IPO is effectively acting as a magnet for global capital, tightening credit conditions in emerging markets, and why a South Korea ETF like EWY surged 6.4% in the past week despite an otherwise cautious trade environment. Plus, they discuss how the strong dollar index at 120 is both a symptom and a cause of these shifts, and what the EEM rally (+3.2%) really signals about investor sentiment toward developing economies in mid-2026. #SpaceXIPO #TradeFinance #StrongDollar #EmergingMarkets #SpaceLogistics #EWY #EEM #CapitalFlows #GlobalTrade #DollarIndex #SpaceEconomy #SupplyChain #TradeWar #InvestmentBanking #CreditConditions #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"What does SpaceX's historic IPO have to do with international trade? More than you'd think. Lucas and Luna examine how the $2 trillion listing is shaking…","key_points":[],"chapters":[],"topics":[],"duration_seconds":535,"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-spacex-ipo-is-reshaping-trade-finance/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-spacex-ipo-is-reshaping-trade-finance.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}