The Trade Guys

Latest Episodes:

SCOTUS Decision Fallout & the EU-China Relationship Mar 02, 2026

Show notes

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 relationship following German chancellor Merz's visit to Beijing.

Steel & Aluminum Tariffs, "First Sale", and U.S.-Taiwan Deal Feb 23, 2026

Show notes

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 a look at the recent trade deal between the United States and Taiwan.

Emergency Trade Guys: Supreme Court Strikes Down IEEPA Tariffs Feb 20, 2026

Show notes

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 implications of the decision for global trade.

House Tariff Override, India Deals, EU-China Tension, and the Return of the Suez Feb 17, 2026

Show notes

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 between the EU and China, and the return of shipping commerce to the Suez Canal route.

Critical Minerals Moves, Cuba in the Crosshairs, and EU-Russia Sanctions Update Feb 09, 2026

Show notes

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 administration pressure, as well as continued efforts in the EU to sanction and decouple from Russia.

Canada Tariff Threats, Davos Roundup, and WTO Reform Proposals Feb 02, 2026

Show notes

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 reform the World Trade Organization.

The Greenland Trade War That Almost Was, China-Canada Détente, and Pharma Deals Jan 26, 2026

Show notes

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 between China and Canada, and close by unpacking Trump's deals on pharmaceutical pricing.

China vs. the World, Chips Tariffs, and Global Minimum Tax Jan 20, 2026

Show notes

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 x Simply Trade: One Messy Trade Year Jan 13, 2026

Show notes

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.

Chips to China, U.S.-Indonesia Deal, and North Pole Tariffs Dec 19, 2025

Show notes

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Trade Guys

Related Podcasts

1

2

3

4

5

6