This TP Talks episode features an in-depth discussion of the October 12 OECD Blueprint on Pillar One, focusing on important considerations with regard to scoping, sourcing rules, and segmentation — when to segment, how to segment. The speakers also focus on the uncertainties surrounding the arm’s-length principle, and fixed returns for routine marketing and ... Show More
Mar 2025
#363 - The Ramifications of Decisions
In this episode, we talk about design intent and construction tolerances. We examine how architectural designs intersect with construction realities, exploring the crucial communication between architects, contractors, and clients. The discussion covers the challenges of maintain ... Show More
51m 49s
Aug 2024
Getting the Grid Connection Back
In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-discl ... Show More
12m 23s
Apr 2018
Trump’s Trade War, and the Fate of Tesla
In this episode, Youngme, Felix, and Mihir vent about trade deficits and potential tariffs against China; they also debate the future of Tesla. Plus, their After Hours picks for the week. Hosted on Acast. See acast.com/privacy for more information.
35m 33s
Nov 2025
Tariff Tug-of-War: Coordinating your trade strategy
<p>Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Chris Desmond, a Principal in PwC’s Customs & Trade Practice. Chris leads PwC US’s Global Trade Services. Doug and Chris, while at PwC’s Global Transfer Pricing, Customs, and Indirect Tax Conference ... Show More
39m 30s
Apr 2025
Unpacking policy uncertainty
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More
24m 11s