{"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 the Trade War Is Boosting Vietnam Factory Exports","slug":"why-the-trade-war-is-boosting-vietnam-factory-exports","published_at":"2026-07-18T05:46:23+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-trade-war-is-boosting-vietnam-factory-exports","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-0121.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0121.mp3","summary":"While headlines focus on tariffs and decoupling, Vietnam's factory exports to the US have surged 28 percent in the first half of 2026. Lucas and Luna unpack how the trade war is quietly making Vietnam the world's new assembly line, the companies moving production there, and the risks including infrastructure bottlenecks and US scrutiny. The US trade deficit with Vietnam has widened to $83 billion, raising questions about how long the honeymoon lasts. A focused look at one country's supply chain pivot. #Vietnam #TradeWar #SupplyChain #Exports #Manufacturing #Tariffs #USChina #Decoupling #Samsung #Apple #Foxconn #Infrastructure #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalTrade #EmergingMarkets Keep every episode free: buymeacoffee.com/fexingo","meta_description":"While headlines focus on tariffs and decoupling, Vietnam's factory exports to the US have surged 28 percent in the first half of 2026. Lucas and Luna unpa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":391,"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-the-trade-war-is-boosting-vietnam-factory-exports/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-the-trade-war-is-boosting-vietnam-factory-exports.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}