The Trade Guys
von CSIS | Center for Strategic and International Studies
- wöchentlichErscheinungsrhythmus
- 32 mintypische Länge
- vor 6 Tagenletzte Folge
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SCOTUS Decision Check-in, U.S. Cuba Relations, and USMCA Updates
Bill and Scott discuss the SCOTUS ruling on the IEEPA tariffs one month after its decision, unpack the challenges and sanctions in the U.S.-Cuba relationship, and give an update on USMCA.
Victor Cha on China's Weaponization of Trade
On this episode of the Trade Guys, Bill and Scott welcome Victor Cha, who is president of the Geopolitics and Foreign Policy Department and Korea chair at CSIS, as well as a Distinguished Professor at Georgetown University. Victor discusses
Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War
On this episode of the Trade Guys, Bill and Scott dive into the impacts of the Iran Conflict on world trade, especially for energy markets. Bill then gives an update on the Court of International Trade's efforts to implement the Supreme Cou
SCOTUS Decision Fallout & the EU-China Relationship
The Trade Guys make sense of the initial fallout from the SCOTUS decision, including refunds, potential tariff stacking, and impacts on industries and the international community. They also discuss potential changes in the EU-China relation
Steel & Aluminum Tariffs, "First Sale", and U.S.-Taiwan Deal
On this episode of the Trade Guys, Bill and Scott discuss the current status of U.S. tariffs on steel and aluminum and also unpack a Senate bill proposing to revise the "First Sale" rule governing how tariffs are collected. They close with
Emergency Trade Guys: Supreme Court Strikes Down IEEPA Tariffs
On this emergency episode of the Trade Guys, Bill and Scott break down the Supreme Court’s 6-3 decision striking down President Trump’s use of the International Emergency Economic Powers Act (IEEPA) for broad tariffs and discuss the implica
House Tariff Override, India Deals, EU-China Tension, and the Return of the Suez
On this episode of the Trade Guys, Bill and Scott unpack why House members voted to override President Trump's tariffs on Canada and what will come next. They also look at recent Indian dealmaking with the U.S. and EU, rising trade tensions
Critical Minerals Moves, Cuba in the Crosshairs, and EU-Russia Sanctions Update
On this episode of the Trade Guys, Bill and Scott react to the recently announced U.S. critical minerals stockpile and a broader effort to work with allies on price floors. They also discuss plummeting oil shipments to Cuba under Trump admi
Canada Tariff Threats, Davos Roundup, and WTO Reform Proposals
On this episode of the Trade Guys, Bill and Scott react to President Trump's threat to impose 100 percent tariffs on Canada. They also discuss their takeaways from the aftermath of the World Economic Forum in Davos and several proposals to
The Greenland Trade War That Almost Was, China-Canada Détente, and Pharma Deals
On this episode of the Trade Guys, Bill and Scott discuss President Trump's tariff threats surrounding Greenland and the outcomes of the World Economic Forum in Davos. They also look at a series of new trade agreements, including a deal bet
China vs. the World, Chips Tariffs, and Global Minimum Tax
On this episode of the Trade Guys, Bill and Scott discuss the carveout for U.S. multinationals from key parts of the OECD’s 15% global minimum tax framework. They also unpack the unconventional announced semiconductor 232 tariffs and escala
The Trade Guys x Simply Trade: One Messy Trade Year
The Trade Guys kick off 2026 with a special crossover episode featuring the Simply Trade podcast’s Lalo Solorzano and Andy Shiles. Together, the group explores what’s ahead for 2026, focusing on major global trade battlefronts including the
Chips to China, U.S.-Indonesia Deal, and North Pole Tariffs
On this week’s episode, the Trade Guys discuss President Trump’s decision to sell Nvidia H200 chips to China, the status of the U.S.-Indonesia trade deal, and North Pole tariffs ahead of the holidays.
The Administration’s Farm Aid Package, China’s Growing Trade Surplus, and USMCA Extension Hearings
On this episode of the Trade Guys, Bill and Scott discuss President Trump’s $12 billion aid package to U.S. farmers, China’s trade surplus hitting over $1 trillion despite U.S. tariffs, and USTR’s hearings with stakeholders on extending the
Tariff Dividends, U.S.-UK Pharma Deal, and Bullying vs. Persuasion
On this episode of the Trade Guys, Bill and Scott unpack a proposal from the Trump administration to give a $2,000 tariff dividend to all low- and middle-income Americans. They also examine a new deal between the U.S. and UK on pharmaceutic
New Trade Deals and Framework Agreements, Poison Pill Clauses, and Thanksgiving Dinner
On this episode of the Trade Guys, Bill and Scott discuss new U.S. trade deals and framework agreements and the significance of "poison pill" clauses inserted into several of the deals. Scott also unpacks the impacts of trade on Thanksgivin
USMCA Review, U.S.-China Trade Thaw, and the Return of Congress
On this episode of the Trade Guys, Bill and Scott discuss the upcoming 2026 review of the USMCA and the state of trade in North America. They also examine recent cooperation between the United States and China on counternarcotics and port f
Tariffs at the Supreme Court, a CS3D Update, and Nvidia Chips to the UAE
On this episode of the Trade Guys, Bill and Phil offer their takeaways from this week's Supreme Court oral arguments on the IEEPA tariffs. They also give an update on the progress of the European Union's Corporate Sustainability Due Diligen
Takeaways from Trump's Trip to Asia
On this episode of the Trade Guys, we talk through the outcomes from President Trump's trip to Asia, including negotiations with China, the ROK, and ASEAN.
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 find
Trading Tales with the Export Stories Podcast
On this episode of the Trade Guys, we join forces with Betsy Olim of the Export Stories Podcast to share stories from decades' worth of experience in trade.
The Future of Globalization and Other Big Questions
This week, the Trade Guys discuss the future of globalization, the rules-based order, and what may come next in front of a live audience.
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 expira
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 State
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
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 selec
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
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 (https://globaltrai
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.
Discussing IEEPA Litigation with Rick Woldenberg, CEO of hand2mind and Learning Resources
The Trade Guys welcome Rick Woldenberg, CEO of hand2mind and Learning Resources, whose companies are plaintiffs in a lawsuit challenging the Trump administration’s use of the International Emergency Economic Powers Act. They explore the cas
