{"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 Taiwan Semiconductor Is Reshaping Global Supply Chains","slug":"how-taiwan-semiconductor-is-reshaping-global-supply-chains","published_at":"2026-06-16T17:45:52+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-taiwan-semiconductor-is-reshaping-global-supply-chains","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-0056.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0056.mp3","summary":"Lucas and Luna dive into Taiwan Semiconductor's expanding global footprint, examining how TSMC's new fabs in Arizona, Japan, and Germany are rewiring chip supply chains amid geopolitical tensions. They discuss the $65 billion US investment, the impact on global trade flows, and what this means for the broader semiconductor ecosystem. With the S&P 500 hitting record highs and emerging markets surging, they explore how chip manufacturing diversification is both a risk mitigation strategy and a new source of trade friction. Featuring analysis of TSMC's competitive moat, the role of government subsidies, and the ripple effects on smaller chip firms. #TaiwanSemiconductor #TSMC #Semiconductors #SupplyChains #ChipManufacturing #ArizonaFab #Geopolitics #TradeDiversification #GlobalTrade #Economics #Business #FexingoBusiness #BusinessPodcast #TradeAndTariffs #ChipShortage #Subsidies #USManufacturing #EmergingMarkets Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna dive into Taiwan Semiconductor's expanding global footprint, examining how TSMC's new fabs in Arizona, Japan, and Germany are rewiring chip…","key_points":[],"chapters":[],"topics":[],"duration_seconds":425,"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-taiwan-semiconductor-is-reshaping-global-supply-chains/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-taiwan-semiconductor-is-reshaping-global-supply-chains.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}