The Trade Guys

Latest Episodes:

The Administration’s Farm Aid Package, China’s Growing Trade Surplus, and USMCA Extension Hearings Dec 15, 2025

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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.

Tariff Dividends, U.S.-UK Pharma Deal, and Bullying vs. Persuasion Dec 08, 2025

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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.

New Trade Deals and Framework Agreements, Poison Pill Clauses, and Thanksgiving Dinner Nov 24, 2025

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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.

USMCA Review, U.S.-China Trade Thaw, and the Return of Congress Nov 18, 2025

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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.

Tariffs at the Supreme Court, a CS3D Update, and Nvidia Chips to the UAE Nov 11, 2025

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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.

Takeaways from Trump's Trip to Asia Nov 04, 2025

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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 Oct 27, 2025

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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.

Trading Tales with the Export Stories Podcast Oct 21, 2025

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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 Oct 13, 2025

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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 Oct 06, 2025

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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).

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