{"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 Trade Confusion Is Spiking the VIX to 35 in Mid-2026","slug":"how-trade-confusion-is-spiking-the-vix-to-35-in-mid-2026","published_at":"2026-06-13T05:36:44+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-confusion-is-spiking-the-vix-to-35-in-mid-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-0049.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0049.mp3","summary":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna dive into why the CBOE Volatility Index (VIX) has surged past 35 in June 2026, even as the S&P 500 sits near all-time highs. They unpack the disconnect between calm headline indices and the chaos beneath the surface—driven by trade policy whiplash, the looming Iran deal uncertainty, and a strong dollar squeezing emerging market exports. Using the latest data on the trade-weighted dollar index hitting 120.1 and the yen sliding past 160 per dollar, they explain why currency hedging and tariff flip-flops are creating a volatility regime that feels more like 2020 than 2025. Lucas points to the jump in the VIX term structure and the spike in currency-hedged ETF inflows as telltale signs that institutional investors are betting on continued turbulence. Luna connects it to the recent surge in the iShares MSCI South Korea ETF (EWY) and other EM funds, asking whether this is a dead-cat bounce or a genuine repricing. If you want to understand why the VIX is screaming while stocks are smiling, this episode is for you. #TradeAndTariffs #BusinessPodcast #FexingoBusiness #VIX #VolatilityIndex #S&P500 #StrongDollar #EmergingMarkets #EWY #SouthKorea #IranDeal #TradeWar #CurrencyHedging #InstitutionalInvestors #June2026 #MarketVolatility #MacroEconomics #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna dive into why the CBOE Volatility Index (VIX) has surged past 35 in June 2026, even as t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":486,"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-trade-confusion-is-spiking-the-vix-to-35-in-mid-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-trade-confusion-is-spiking-the-vix-to-35-in-mid-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}