Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains
FexingoLucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic beh... more
| Publishes | Daily | Episodes | 40 | Founded | 19 days ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this episode of Trade and Tariffs, Lucas and Luna dive into the surprising 35% year-over-year jump in China's May shipments to the U.S., hitting a five-year high. They explore how a strong dollar, tariff loopholes, and rerouted supply chains are f... more
Lucas and Luna break down the quiet logistics crisis unfolding at the Panama Canal and the Straits of Malacca. With the trade-weighted dollar still high and emerging market ETFs like EWY down 13.4% in five days, they explore how a single maritime cho... more
South Korea's Kospi index plunged 7% on Monday, June 8, 2026, as foreign investors continue to dump Korean stocks despite a record rally earlier this year. In this episode, Lucas and Luna break down the numbers: the EWZ ETF dropped 19.2% in five days... more
This episode breaks down how the ongoing Iran conflict and the Hormuz closure are rerouting global oil flows, with OPEC+ approving a fourth output hike since the strait shut. Lucas and Luna examine what the 100-day mark means for tanker rates, insura... more
South Korea's main ETF, EWY, has plunged 19.2% in the past five trading days, far outpacing losses in other emerging markets. Lucas and Luna examine the specific forces behind this rout: the strong dollar, the collapse of Korea's semiconductor export... more
South Korea ETFs have plunged 19 percent in five days — the worst selloff among major emerging markets. Lucas and Luna unpack what's behind the crash: the strong dollar, semiconductor export exposure, and trade tensions with the US. They connect the ... more
Lucas and Luna examine how Taiwan's semiconductor exports are surging despite global trade tensions, with Taiwan Semiconductor Manufacturing Company (TSMC) leading the charge. They discuss the strategic importance of chip manufacturing, the impact of... more
Episode 33 of Trade and Tariffs with Fexingo. Lucas and Luna examine the brutal sell-off in South Korea ETFs — EWY down 16.4% in five days — as the strong dollar and shifting trade policy hammer export-driven markets. They explore the specific vulner... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A data-driven discussions-driven show that continuously threads real-time trade policy with on-the-ground supply-chain dynamics. Episodes open with a concrete datapoint—such as a WTO ruling, tariff change, or freight-cost shift—and then unfold the economics and legal logic behind the headlines. A former trade journalist guides the conversation while a supply-chain analyst grounds the analysis with logistics metrics from ports, PMIs, and production data. Across topics like tariffs, export controls, and regional trade agreements, the hosts illuminate how policy moves ripple through manufacturing, sourcing strategies, and investment decisions, often highlighting counterpoints and practical hedges for practitioners. Noteworthy is the willingnes... more
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this podcast launched 19 days ago and published 40 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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