The Trade Guys

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 escalating diplomatic and economic tension between China and Japan.

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 Supreme Court, WTO, and USMCA.

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.

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 USMCA.

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 pharmaceuticals. Finally, we finish with a debate on whether bullying or persuasion is more effective in trade negotiations.

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 Thanksgiving foods. 

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 fees and ponder whether Congress may take action on tariffs now that the shutdown is over. Plus, we welcome Alex Kisling as our new moderator. 

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 Diligence Directive (CS3D) and discuss Microsoft's receipt of a license to ship thousands of advanced Nvidia AI chips to the UAE.

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.

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.

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. 

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.

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).

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 Tr...

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 Pol...

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 ⁠...

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 ⁠Cr...

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:...

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.

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 case, its broader implications, and how tariffs are affecting American businesses.

On this episode of the Trade Guys, we bring in Dr. Philip Luck to talk about the 50% tariffs the Trump administration has applied to Brazil and India and why they may represent a new frontier. We also reflect on how U.S. tariffs on third countries and sanctions (or lack thereof) are impacting Russia and China. 

On this episode of the Trade Guys, we examine two recent tariff and investment deals that the Trump administration has made with the European Union and the Republic of Korea. We also give an update on how trade negotiations with China are progressing.

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.

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. 

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.