{"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 Thailand Is Winning the Trade Realignment in 2026","slug":"how-thailand-is-winning-the-trade-realignment-in-2026","published_at":"2026-06-20T05:43:11+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-thailand-is-winning-the-trade-realignment-in-2026","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-0063.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0063.mp3","summary":"In this episode of Trade and Tariffs, Lucas and Luna examine Thailand's surging exports and ETF performance amid global trade realignment in mid-2026. With the iShares MSCI Thailand ETF (EWT) up over 7% in the past five days, they explore how Thailand has positioned itself as a key beneficiary of supply chain shifts away from China and the strong dollar. They discuss specific sectors like electronics and automotive manufacturing, the role of the baht's relative stability, and compare Thailand's trajectory to that of other emerging markets like South Korea and India. The conversation also touches on the memory chip crisis and how Thailand's semiconductor assembly operations are gaining. An engaging deep dive for anyone interested in global trade dynamics and emerging market investing. #Thailand #TradeRealignment #EmergingMarkets #SupplyChains #EWT #Semiconductors #MemoryChipCrisis #StrongDollar #Exports #ASEAN #ElectronicsManufacturing #Automotive #Baht #ETF #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs, Lucas and Luna examine Thailand's surging exports and ETF performance amid global trade realignment in mid-2026. Wit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":586,"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-thailand-is-winning-the-trade-realignment-in-2026/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-thailand-is-winning-the-trade-realignment-in-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}