The Trade Guys - podcast cover

The Trade Guys

CSIS | Center for Strategic and International Studieswww.csis.org
Trade experts Scott Miller and Bill Reinsch break down the buzz around trade, how it affects policy, and how it impacts your day-to-day. The Trade Guys is a weekly podcast from the Center for Strategic and International Studies (CSIS), a nonpartisan think tank in Washington, D.C.
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Episodes

Shipping Emissions, Pre-APEC Tit For Tat, and U.S. Agriculture Exports

On this episode of the Trade Guys, we discuss a vote on rules aimed at lowering carbon emissions from shipping which was called off under U.S. pressure. We also cover expanded rare earth export controls coming out of China and new CSIS findings on the severe impacts of retaliation on U.S. farmers.

Oct 27, 202531 min

Tariffs on Furniture, Pharma, and Films, China at the WTO, and AGOA Expiration

On this episode of the Trade Guys, we look at a slew of recent tariff announcements, including on furniture, pharmaceuticals, and foreign movies. We also cover China's relinquishing of “special and differential” WTO treatment and the expiration of the African Growth and Opportunity Act (AGOA).

Oct 06, 202531 min

Explaining Muted Tariff Impacts, Farmers in Trouble, and US-UK Trade Talks

On this episode of the Trade Guys, we dig into why tariffs haven't had as significant impact on the economy as expected. We also look at the impacts of trade retaliation on farmers and recent progress in trade talks between the United States and United Kingdom. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to register. The cours...

Sep 29, 202537 min

Nvidia vs. China, Lumber Disputes with Canada, and a Russia Sanctions Update

On this episode of the Trade Guys, we give an update on U.S.–China Talks in Madrid and China's recent actions against Nvidia. We also cover disputes between the U.S. and Canada over lumber, as well as signaling from the Trump administration about further sanctions on Russia. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the perfect time to regis...

Sep 23, 202533 min

EU-U.S. Tensions, Economic Indicators, and Zeroing Out Tariffs

On this episode of the Trade Guys, we look at ongoing challenges to the EU-U.S. trade relationship, the early data on the macroeconomic impacts of the tariffs both home and abroad, and a recent executive order zeroing out tariffs on a select range of goods deemed not available in the United States. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is t...

Sep 15, 202536 min

The IEEPA Bombshell, WTO Pocket Rescission, and Export Licenses to China

On this episode of the Trade Guys, we react to the recent decision from the Federal Court of Appeals on the use of IEEPA for tariffs, look at a rare pocket rescission targeting the World Trade Organization, and talk about the revocation of export licenses to China for TSMC, SK Hynix, and Samsung. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our ⁠Crash Course: Trade Policy with the Trade Guys⁠ this fall. If you missed our spring course, now is the...

Sep 08, 202528 min

Demystifying De Minimis with the Simply Trade Podcast

On this special crossover episode of the Trade Guys, Bill and Scott are joined by Lalo Solorzano and Andy Shiles of the Simply Trade Podcast to talk de minimis and current trade policy. Check out the Simply Trade Podcast from the Global Training Center wherever you find your podcasts. Trade continues to be the hottest policy topic in Washington, which is why we’re bringing back our Crash Course: Trade Policy with the Trade Guys this fall. If you missed our spring course, now is the perfect time ...

Sep 02, 202540 min

Chip Dealmaking and 232 Investigations

On this episode of the Trade Guys, we discuss the Trump administration’s latest deals with respect to AI chips going to China, and we also get into the growing list of Section 232 investigations and where they may be headed.

Aug 25, 202522 min

Putting Economic Pressure on Russia and New Tariff Agreements

On this episode of the Trade Guys, we look at efforts from the President and Congress to use tariffs to put pressure on Russia. We also talk through several new announced deals and those on the horizon, including with Indonesia, Japan, the Philippines, and the EU.

Jul 28, 202536 min

The Show Must Go On: New Tariffs and the Role of the Dollar

On this episode of the Trade Guys, we talk through a range of new tariff announcements and where negotiations may be headed. We also look at the role of the dollar in the international monetary system and what scenarios could lead to de-dollarization. We also pay tribute to our friend and colleague Andrew Schwartz.

Jul 21, 202529 min

Altana CEO Evan Smith on Managing Supply Chains with AI

On this episode of the Trade Guys, we welcome Altana CEO Evan Smith to tell us about the leading-edge work his company does to drive resilience, compliance, and efficiency across the global supply chain. We also talk through the impacts of recent tariffs on supply chains and where U.S. trade negotiations stand.

Jul 14, 202536 min

A New U.S.-China Framework Agreement and the Stubbornness of Globalization

On this episode of the Trade Guys, we discuss the results of the latest round of U.S.-China negotiations on tariffs and export controls in London. We also go through recent progress on new and expanding trade deals—including the EU-Indonesia Comprehensive Economic Partnership Agreement (CEPA)—many of which are proceeding with the U.S. on the sidelines. The first episode of Echonomics, a new CSIS podcast that looks at how past economic events in Asia continue to impact U.S. policy today, is now a...

Jun 17, 202531 min

An Export Control Chat with Jeannette Chu

On this episode of the Trade Guys, we welcome the National Foreign Trade Council's Jeannette Chu to talk us through the latest developments in trade and security, including the Trump administration's "disco ball" approach to export controls, Section 232 tariffs, and other tools.

Jun 10, 202536 min

IEEPA Tariffs Struck Down, EU Tariff Threats, and the Big Beautiful Bill

On this episode of the Trade Guys, we walk through decisions by two federal courts blocking the Trump administration's use of the International Emergency Economic Powers Act (IEEPA). We then look at the president's recent threat of 50% tariffs on the EU and the "Big Beautiful" budget reconciliation bill moving through Congress.

Jun 02, 202528 min

Rep. Suzan DelBene Returns

On this special episode of the Trade Guys, we welcome back Representative Suzan DelBene from Washington's 1st District for her perspectives on the “Big Beautiful Bill” and an outlook on current trade priorities, including efforts to reassert Congress’s constitutional role in trade.

May 27, 202532 min

Lessons and Next Steps from Deals with China and the UK

On this episode of the Trade Guys, we unpack the Geneva agreement between the U.S. and China to deescalate their trade war. We also look at the US-UK framework agreement and what lessons it offers for other countries looking to negotiate with the Trump administration.

May 15, 202529 min

Tariff Talk Live at BAFT

The Trade Guys were honored to open the third day of the BAFT (Bankers Association for Finance and Trade) Global Annual Meeting in Washington. They discuss the latest buzz around tariffs and take questions from the live audience.

May 09, 202550 min

The Amazon Kerfuffle, Tariff Negotiations Update, and Non-Tariff Barriers

On this episode of the Trade Guys, we open with a discussion of the swift White House reaction to Amazon's consideration of a plan to display the tariff costs on its products. We also provide updates on ongoing tariff negotiations with other countries and dig into what the administration considers to be non-tariff barriers.

May 05, 202526 min

Mapping the Impacts of Tariffs with Stephen Lamar

On this episode of the Trade Guys, we welcome Stephen Lamar, President and CEO of the American Apparel & Footwear Association, for his perspectives on the impacts of tariffs on supply chains and domestic production.

Apr 29, 202530 min

Letters from the Trade War: Polling, Chinese Export Controls, and Negotiations

On this episode of the Trade Guys, we begin by discussing recent public opinion polling on the Trump administration's tariff policies. We also explore retaliatory export controls on critical minerals put in place by China and the current outlook for partners seeking to make a deal with the White House. Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trad...

Apr 18, 202531 min

Emergency Trade Guys: Tariff Whiplash and Chinese Decoupling

On another emergency episode of the Trade Guys, Bill, Scott, Andrew, and Phil react to President Trump's 90-day pause of his planned reciprocal tariffs, recent swings in stock and bond markets, and the ramifications of an escalating trade war with China.

Apr 10, 202538 min

Liberation Day Fallout and What Comes Next

On this bonus episode of the Trade Guys, we unpack the latest news about the impacts of the Trump administration’s reciprocal tariffs and how markets, trading partners, and consumers will respond.

Apr 08, 202530 min

Techno-Nationalism with Alex Capri

This week, Bill and Scott talk to author and professor Alex Capri about his new book Techno-Nationalism: How It's Reshaping Trade, Geopolitics and Society .

Apr 08, 202535 min
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