{"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":"Why Taiwan Semiconductor Stocks Are Getting Crushed","slug":"why-taiwan-semiconductor-stocks-are-getting-crushed","published_at":"2026-07-17T18:03:58+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-taiwan-semiconductor-stocks-are-getting-crushed","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-0120.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0120.mp3","summary":"Taiwan Semiconductor Manufacturing Company, TSMC, the world's most advanced chipmaker, has seen its stock drop nearly 7% in a week. The sell-off isn't about earnings or geopolitics alone — it's about a shift in the global trade of compute. As US cloud giants like Amazon and Google pour billions into domestic AI chip production, TSMC's monopoly on leading-edge fabrication is being challenged for the first time. Lucas and Luna break down the numbers: Taiwan's EWZ ETF is down 4.9% in five days, the Nasdaq has fallen over 1%, and the Vanguard FTSE Emerging Markets ETF VWO is off 1.7%. They explore how trade-war tariffs and the CHIPS Act subsidies are accelerating a rebalancing of semiconductor supply chains, and what that means for investors who have bet big on Taiwan's export machine. A focused look at the concrete forces reshaping the most critical trade route in the global economy. #TSMC #TaiwanSemiconductor #ChipTrade #SemiconductorSupplyChain #AIchip #Tariffs #CHIPSAct #TradeWar #Nasdaq #EmergingMarkets #TechStocks #Manufacturing #SupplyChainShift #Economics #Business #FexingoBusiness #TradeAndTariffs #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Taiwan Semiconductor Manufacturing Company, TSMC, the world's most advanced chipmaker, has seen its stock drop nearly 7% in a week. The sell-off isn't abo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":422,"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/why-taiwan-semiconductor-stocks-are-getting-crushed/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/why-taiwan-semiconductor-stocks-are-getting-crushed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}