The Trade Guys
Trade experts Scott Miller and Bill Reinsch break down the buzz around trade, how it affects policy, and how it impacts your day-to-day. The Trade Guys is a weekly podcast from the Center for Strategic and International Studies (CSIS), a nonpartisan think tank in Washington, D.C.
Episodes
Chinese Export Restrictions, USTR in India and Uzbekistan, and German Pharmaceutical Pricing
Bill and Scott take a look at recent Chinese export restrictions on U.S. companies, examine the USTR's visits to India and Uzbekistan, and dig into a newly announced U.S. probe of German pharmaceutical pricing.
USMCA Review, G7 Summit, and the EU-U.S. Trade Deal
On this episode of the Trade Guys, Bill and Scott dig into the latest on the USMCA review, break down the outcomes from the G7 Summit, and take a look at the European Parliament's approval of the EU-U.S. trade deal.
Customs Enforcement and Section 232 and 301 Tariffs
On this episode, the Trade Guys unpack the latest White House executive order on customs enforcement. They also give an update on the Trump administration's use of Section 232 and Section 301 as tools in its broader tariff strategy.
China's Retaliatory Tariffs, Section 301 Authorities, and Tariff Refund Litigation
On this episode of the Trade Guys, Bill and Scott discuss the impacts of Chinese retaliatory tariffs on U.S. agricultural and other trade, the Trump administration's continued efforts to implement Section 301 tariffs, and the ongoing tariff refund litigation.
Business Roundtable's Nasim Fussell Talks USMCA
On this episode of the Trade Guys, Bill and Scott welcome Nasim Fussell, Vice President of Trade and International at Business Roundtable, to give an update on progress in USMCA renewal talks and what the business community is watching in North American trade.
How to Win a Trade War with Chad Bown and Soumaya Keynes
On this episode of the Trade Guys, Bill and Scott welcome Chad Bown (Reginald Jones Senior Fellow, Peterson Institute for International Economics) and Soumaya Keynes (Economics Columnist, Financial Times) to discuss the issues raised in their new book, How to Win a Trade War.
USMCA Review and Autos with Jennifer Safavian
On this episode of the Trade Guys, Bill and Scott host Jennifer Safavian, President & CEO of Autos Drive America, to discuss North American auto supply chains and the key issues at stake for automakers in USMCA review.
Alien Tort Statute, EU Auto Tariff Threats, Royal Whiskey Tariff Relaxation, and Trump-Xi Summit Preview
On this episode of the Trade Guys, Bill and Scott unpack a novel lawsuit against Cisco under the Alien Tort Statute of 1789. They also discuss President Trump's threat of 25% tariff of EU cars and trucks and King Charles' successful effort to reverse U.S. tariffs on British Scotch whiskey. They conclude with a look at what to expect from the Trump-Xi summit this week.
U.S.-Canada Trade Tensions, New PRC Extraterritorial Rules, and Russia Sanctions Approaches
On this episode of the Trade Guys, Bill and Scott discuss the state of U.S.-Canada trade relations in the context of USMCA review, new Chinese regulations aimed at preventing foreign companies from shifting their supply chains out of the country, and EU and U.S. approaches to sanctioning Russia.
Tariff Refund Process, Trade Over Aid, and USTR Greer Testifies
On this episode of the Trade Guys, Bill and Scott give an update on the launch of the tariff refund process. They also discuss the U.S. "Trade Over Aid" initiative and break down U.S. Trade Representative Jamieson Greer's congressional testimony on the administration's trade agenda.
Hormuz Blockade Impacts and Trump's New Tariff Playbook
On this episode of the Trade Guys, Bill and Scott unpack the latest on the economic impacts of the blockade of the Strait of Hormuz. They also look at the Trump administration's efforts to implement tariffs under Sections 122 and 301.
Talking Export Control Alignment, New 232s, and Trump's Budget Request with Kate Koren
On this episode of the Trade Guys, Bill and Scott talk with Kate Koren, Deputy Director of the Economics Program at CSIS. She discusses the latest efforts in Congress to align U.S. export controls with partners, including the MATCH Act bill. They also cover new Section 232 tariffs on pharmaceuticals and metals and the White House's budget request for Fiscal Year 2027.
One Year After Liberation Day, Plus the E-Commerce Moratorium and New Chinese Investigations
On this episode of the Trade Guys, Bill and Scott reflect on the anniversary of Liberation Day and how President Trump has reshaped the global economic landscape. They also react to the failure to renew the global moratorium on e-commerce taxation at the 14th WTO Ministerial and new Chinese investigations into U.S. trade practices.
EU-Australia Trade Deal, Sanctions Relief for Russia and Iran, UK Steel Tariffs, and US-Ecuador Agreement
On this episode of the Trade Guys, Bill opens with an update on the ongoing 14th WTO Ministerial Conference and the legislative implementation of the EU-U.S. trade deal. Bill and Scott then dive into the completed EU-Australia trade deal, the Trump administration's temporary pause on oil sanctions on Russia and Iran, new steel tariffs in the UK, and the new Agreement on Reciprocal Trade between th
SCOTUS Decision Check-in, U.S. Cuba Relations, and USMCA Updates
Bill and Scott discuss the SCOTUS ruling on the IEEPA tariffs one month after its decision, unpack the challenges and sanctions in the U.S.-Cuba relationship, and give an update on USMCA.
Victor Cha on China's Weaponization of Trade
On this episode of the Trade Guys, Bill and Scott welcome Victor Cha, who is president of the Geopolitics and Foreign Policy Department and Korea chair at CSIS, as well as a Distinguished Professor at Georgetown University. Victor discusses a series of cases from his new book, China's Weaponization of Trade, which examines how and in what ways the United States and China have deployed economic coe
Economic Impacts of Iran Conflict, Tariff Refund Update, and Colombia-Ecuador Trade War
On this episode of the Trade Guys, Bill and Scott dive into the impacts of the Iran Conflict on world trade, especially for energy markets. Bill then gives an update on the Court of International Trade's efforts to implement the Supreme Court's IEEPA decision. They conclude by unpacking an escalating trade war between Ecuador and Colombia.
SCOTUS Decision Fallout & the EU-China Relationship
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
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
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
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
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
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
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
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
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
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.
The Administration’s Farm Aid Package, China’s Growing Trade Surplus, and USMCA Extension Hearings
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
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
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
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
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
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
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
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
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
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).
Explaining Muted Tariff Impacts, Farmers in Trouble, and US-UK Trade Talks
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 T
Nvidia vs. China, Lumber Disputes with Canada, and a Russia Sanctions Update
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 Po
EU-U.S. Tensions, Economic Indicators, and Zeroing Out Tariffs
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
The IEEPA Bombshell, WTO Pocket Rescission, and Export Licenses to China
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 C
Demystifying De Minimis with the Simply Trade Podcast
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
Chip Dealmaking and 232 Investigations
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.
Discussing IEEPA Litigation with Rick Woldenberg, CEO of hand2mind and Learning Resources
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.
Escalating Tariff Fights with Brazil and India and how U.S. Efforts Impact Russia and China
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.
Analyzing the Latest U.S. Deals and Ongoing Negotiations with the PRC
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.
Putting Economic Pressure on Russia and New Tariff Agreements
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.
The Show Must Go On: New Tariffs and the Role of the Dollar
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.
Altana CEO Evan Smith on Managing Supply Chains with AI
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.
An Unproductive G7 Summit, Negotiations with Key Partners, and the Trade Impacts of Iran Conflict
On this episode of the Trade Guys, we discuss why the G7 Summit in Canada failed to produce progress on trade and how negotiations with key trade partners are going. We also look at the implications of the Iran-Israel-U.S. conflict for oil markets and whether closing the Strait of Hormuz could be a viable path for Iran.
A New U.S.-China Framework Agreement and the Stubbornness of Globalization
On this episode of the Trade Guys, we discuss the results of the latest round of U.S.-China negotiations on tariffs and export controls in London. We also go through recent progress on new and expanding trade deals—including the EU-Indonesia Comprehensive Economic Partnership Agreement (CEPA)—many of which are proceeding with the U.S. on the sidelines.
The first episode of Echonomics, a new CSIS
An Export Control Chat with Jeannette Chu
On this episode of the Trade Guys, we welcome the National Foreign Trade Council's Jeannette Chu to talk us through the latest developments in trade and security, including the Trump administration's "disco ball" approach to export controls, Section 232 tariffs, and other tools.
IEEPA Tariffs Struck Down, EU Tariff Threats, and the Big Beautiful Bill
On this episode of the Trade Guys, we walk through decisions by two federal courts blocking the Trump administration's use of the International Emergency Economic Powers Act (IEEPA). We then look at the president's recent threat of 50% tariffs on the EU and the "Big Beautiful" budget reconciliation bill moving through Congress.
Rep. Suzan DelBene Returns
On this special episode of the Trade Guys, we welcome back Representative Suzan DelBene from Washington's 1st District for her perspectives on the “Big Beautiful Bill” and an outlook on current trade priorities, including efforts to reassert Congress’s constitutional role in trade.
Lessons and Next Steps from Deals with China and the UK
On this episode of the Trade Guys, we unpack the Geneva agreement between the U.S. and China to deescalate their trade war. We also look at the US-UK framework agreement and what lessons it offers for other countries looking to negotiate with the Trump administration.
Tariff Talk Live at BAFT
The Trade Guys were honored to open the third day of the BAFT (Bankers Association for Finance and Trade) Global Annual Meeting in Washington. They discuss the latest buzz around tariffs and take questions from the live audience.
The Amazon Kerfuffle, Tariff Negotiations Update, and Non-Tariff Barriers
On this episode of the Trade Guys, we open with a discussion of the swift White House reaction to Amazon's consideration of a plan to display the tariff costs on its products. We also provide updates on ongoing tariff negotiations with other countries and dig into what the administration considers to be non-tariff barriers.
Mapping the Impacts of Tariffs with Stephen Lamar
On this episode of the Trade Guys, we welcome Stephen Lamar, President and CEO of the American Apparel & Footwear Association, for his perspectives on the impacts of tariffs on supply chains and domestic production.
Letters from the Trade War: Polling, Chinese Export Controls, and Negotiations
On this episode of the Trade Guys, we begin by discussing recent public opinion polling on the Trump administration's tariff policies. We also explore retaliatory export controls on critical minerals put in place by China and the current outlook for partners seeking to make a deal with the White House.
Want to build your knowledge of American trade policy and politics by learning from top experts
Emergency Trade Guys: Tariff Whiplash and Chinese Decoupling
On another emergency episode of the Trade Guys, Bill, Scott, Andrew, and Phil react to President Trump's 90-day pause of his planned reciprocal tariffs, recent swings in stock and bond markets, and the ramifications of an escalating trade war with China.
Liberation Day Fallout and What Comes Next
On this bonus episode of the Trade Guys, we unpack the latest news about the impacts of the Trump administration’s reciprocal tariffs and how markets, trading partners, and consumers will respond.
Techno-Nationalism with Alex Capri
This week, Bill and Scott talk to author and professor Alex Capri about his new book Techno-Nationalism: How It's Reshaping Trade, Geopolitics and Society.
Emergency Trade Guys: Reciprocal Tariff Reactions
On this week's episode of the Trade Guys, Bill and Andrew give their first takes on the April 2 tariff announcements from the White House.
Auto Tariffs and U.S.-India Trade Relations
On this week's episode of the Trade Guys, we unpack the recent tariffs on cars. We also do a deep dive on trade relations with India.
Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a hybrid course on May 8-9. Learn more and sign up here: Crash Course: Trade Policy with the Trade Guys
For Every Move, A Countermove: An EU Trade War and the Impacts of Tariffs on the U.S.
On this week's episode of the Trade Guys, we talk through the latest developments around the Trump administration's application of tariffs on the European Union. We also look at the impacts of the tariffs on the U.S., with a particular focus on the auto industry.
Want to build your knowledge of American trade policy and politics by learning from top experts? Join the Trade Guys for a 1.5-day hybr
Scholl Chair Phil Luck and the Trade Guys Provide a Tariff Update
The Trade Guys are joined by the new Scholl Chair in International Business, Dr. Philip Luck, to provide an update on tariffs on Canada and Mexico and to discuss the Mar-a-lago Accords.
What is up with the Tariff Man: A Pause for Tariffs on Canada and Mexico
On this week's episode of the Trade Guys, we discuss the updates to tariffs on Canada and Mexico, bills in Congress aiming to limit presidential authority, and the trade deficit.
Chinese Shipbuilding and a Trump Tariff Roundup
On this week's episode of the Trade Guys, we discuss USTR's Section 301 investigation of China's shipbuilding sector. We also go through several recent executive orders and directives related to tariffs and investment.
The European Regulation Landscape and the EU-U.S. Relationship
On this week's episode of the Trade Guys, we talk through the crossroads that Europe has reached vis-à-vis its regulatory approaches and relationship with the United States.
Trump's Trade Policy in Context: A Conversation with Doug Irwin
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
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
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
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
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
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
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
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
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
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.
BRICS De-Dollarization Efforts, the G20, and a U.S. Manufacturing Outlook
On this week's episode of the Trade Guys, we talk about the BRICS Summit and efforts to move away from dollar dominance, the G20 Trade and Investment Ministers' Meeting, and a new study from the Peterson Institute's Robert Lawrence that assesses recent U.S. efforts to re-shore manufacturing jobs.
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