The Trade Guys

Latest Episodes:

Trump's Trade Policy in Context: A Conversation with Doug Irwin Feb 18, 2025

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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.

The Tariff Man Strikes Again Feb 10, 2025

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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.

The Colombia Kerfuffle, Trade Remedies, and EU Deregulation Feb 03, 2025

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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.

Trump's First Days and a U.S. FDI Boom Jan 28, 2025

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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).

A Biden Trade Retrospective, Indonesia Joins BRICS, and AI Export Controls Jan 20, 2025

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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.

China's Shots Across the Bow, Nippon Steel Woes, and the H1-B Debate Jan 14, 2025

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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.

The Fate of the WTO, Useful Data on China Sanctions, and Space Export Controls Dec 16, 2024

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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.

More Nominees, New Export Controls, and the Future of USMCA Dec 09, 2024

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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.

Trump's Cabinet, Vietnam in the Crosshairs, and Chinese Retaliation Nov 25, 2024

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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.

The Return of Tariff Man Nov 12, 2024

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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.

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