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, 2025•38 min
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, 2025•30 min
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, 2025•35 min
On this week's episode of the Trade Guys, Bill and Andrew give their first takes on the April 2 tariff announcements from the White House.
Apr 03, 2025•24 min
On this week's episode of the Trade Guys, we unpack the recent tariffs on cars. We also do a deep dive on trade relations with India. 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: Trade Policy with the Trade Guys
Mar 31, 2025•27 min
On this week's episode of the Trade Guys, we talk through the latest developments around the Trump administration's application of tariffs on the European Union. We also look at the impacts of the tariffs on the U.S., with a particular focus on the auto industry. Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a 1.5-day hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trade Policy with the Trade Guys
Mar 24, 2025•26 min
The Trade Guys are joined by the new Scholl Chair in International Business, Dr. Philip Luck, to provide an update on tariffs on Canada and Mexico and to discuss the Mar-a-lago Accords.
Mar 17, 2025•22 min
On this week's episode of the Trade Guys, we discuss the updates to tariffs on Canada and Mexico, bills in Congress aiming to limit presidential authority, and the trade deficit.
Mar 10, 2025•29 min
On this week's episode of the Trade Guys, we discuss USTR's Section 301 investigation of China's shipbuilding sector. We also go through several recent executive orders and directives related to tariffs and investment.
Mar 04, 2025•21 min
On this week's episode of the Trade Guys, we talk through the crossroads that Europe has reached vis-à-vis its regulatory approaches and relationship with the United States.
Feb 24, 2025•27 min
On this week's episode of the Trade Guys, Bill and Scott are joined by special guest Doug Irwin, the John French Professor of Economics at Dartmouth College and a leading trade policy expert.
Feb 18, 2025•34 min
On this week's episode of the Trade Guys, we will talk about the announced but ultimately delayed tariffs on Canada and Mexico, along with the tariffs on China.
Feb 10, 2025•29 min
On this week's episode of the Trade Guys, we discuss the trade implications of President Trump's dispute with the president of Colombia. We also look at the potential for increased focus on trade remedies in the U.S. and a European shift towards deregulation.
Feb 03, 2025•26 min
On this week's episode of the Trade Guys, we run through the early trade actions of the new administration and what may come next. We also unpack the record-high U.S. share of global foreign direct investment (FDI).
Jan 28, 2025•28 min
On this week's episode of the Trade Guys, we step back and assess the Biden administration's record on trade policy, including a preview of what may change under Trump. We also discuss Indonesia's ascension to full membership in BRICS and the latest export controls on AI GPUs.
Jan 20, 2025•34 min
On this week's episode of the Trade Guys, we look at recent Chinese export controls on critical minerals and entity listings of U.S. companies. We also weigh in on President Biden's blocking of the Nippon Steel acquisition of U.S. Steel and the recent controversy surrounding H1-B visas.
Jan 14, 2025•32 min
On this week's episode of the Trade Guys, we discuss what the incoming U.S. administration will mean for the future of the World Trade Organization. We also dive into a new study on “The Rise of US Economic Sanctions on China” from the Peterson Institute for International Economics, as well as the relaxation of export controls on space-related technologies by BIS.
Dec 16, 2024•32 min
On this week's episode of the Trade Guys, we look at what we can learn from the full slate of economic cabinet nominees for the incoming administration. We also dive into new export controls from BIS, China's response to the controls, and how Trump's threats of tariffs on Canada and Mexico will play out.
Dec 09, 2024•27 min
On this week's episode of the Trade Guys, we comment on the current and potential nominees for trade-relevant cabinet positions. We then dig into why Vietnam will be a target for trade actions under the incoming administration and how China might respond to anticipated tariff hikes.
Nov 25, 2024•23 min
On this week's episode of the Trade Guys, we give our first reactions to the reelection of Donald Trump and speculate about what trade and economic policy will look like in the next administration.
Nov 12, 2024•28 min
On this week's episode of the Trade Guys, we talk about the BRICS Summit and efforts to move away from dollar dominance, the G20 Trade and Investment Ministers' Meeting, and a new study from the Peterson Institute's Robert Lawrence that assesses recent U.S. efforts to re-shore manufacturing jobs.
Nov 04, 2024•28 min
This week, the Trade Guys recorded their show live at the National Small Business Exporter Summit hosted by NASBITE International. They talk U.S. elections and the services economy, then field questions from the audience.
Oct 28, 2024•37 min
On this week's episode of the Trade Guys, we preview the upcoming 2026 renewal of the United States–Mexico–Canada Agreement (USMCA), dig into the Nobel-winning work on the importance of societal institutions for a country’s prosperity, and discuss the return of pandas from China to the National Zoo.
Oct 21, 2024•31 min
On this week's episode of the Trade Guys, we look at two recent pieces of note. Check out "Making Tariffs Great Again: Does President Trump Have Legal Authority to Implement New Tariffs on U.S. Trading Partners and China?" by Warren Maruyama, Lyric Galvin, and William A. Reinsch, as well as "Did supply chains deliver pandemic-era inflation?" by Phil Levy.
Oct 14, 2024•31 min
On this week's episode of the Trade Guys, we unpack the ramifications of the port strike currently impacting the East Coast and Gulf. Next, we look at U.S.-India collaboration on critical minerals and semiconductors, as well as the recently delayed EU Deforestation Regulation (EUDR).
Oct 07, 2024•33 min
On this week's episode of the Trade Guys, we dive into the economic records and agendas of the two major presidential candidates. We also cover the Commerce Department's proposed ban on the import and sale of connected vehicle technologies from China and Russia.
Sep 30, 2024•31 min
On this week's episode of the Trade Guys, we are lucky to be joined by Scott Kennedy, the Senior Adviser and Trustee Chair in Chinese Business and Economics at CSIS. Discussion topics include the origins of China's economic downturn, Taiwanese investment in China, and what the future may hold for the world's second-largest economy and its trade relationships.
Sep 23, 2024•36 min
On this week's episode of the Trade Guys, we discuss the Commerce Department's recent export controls on quantum computing and other advanced technologies, a new report on European economic competitiveness from Mario Draghi, and reporting that the Biden Administration plans to block Nippon Steel's $14.9 billion acquisition of U.S. Steel. Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade ...
Sep 16, 2024•33 min
On this week's episode of the Trade Guys, we look at how diverse countries from around the world are managing their respective trade relationships with China. Topics include the recent Canadian tariffs on Chinese EVs, the EU's trade connections with China, and why de-risking in India may not mean a clean break from China. Want to learn more about the intricacies of Washington? Sign up for Decoding D.C.: Policy, Power, and People, a CSIS executive education course featuring Trade Guy Scott Miller...
Sep 09, 2024•27 min
On this week's episode of the Trade Guys, we examine recent polls released by the Cato Institute and Pew Research that examined how Americans think about trade. Note that the appendix referenced near the end of the episode is from a 2022 survey by Gallup.
Aug 26, 2024•23 min