For our December episode, co-hosts Ted Stank and Tom Goldsby spoke with Marianne Wanamaker, dean of UT's Howard H. Baker Jr. School of Public Policy and Public Affairs and a professor of economics and public policy. Wanamaker, who served as the chief domestic economist for the White House Council of Economic Advisors during the first Trump administration, ... Show More
Mar 4
S4E4: AI, Industrial Policy & the Regionalized Supply Chain with Zero100 Co-Founder Kevin O'Marah
For our latest episode, guest hosts Scott DeGroot and Lance Saunders spoke with Kevin O’Marah, co-founder of Zero100 and GSCI Distinguished Fellow, about structural shifts in global trade policy, the acceleration of agentic AI in supply chain workflows, and the widening performan ... Show More
34m 3s
Feb 4
S4E3: Why Predictability Beats Flexibility in Global Trade with Hapag-Lloyd North America President Stuart Sandlin
For the third episode of Season 4, co-hosts Ted Stank and Tom Goldsby are joined by Stuart Sandlin, president of Hapag-Lloyd North America, for a candid conversation about how global supply chains hold together when conditions refuse to stabilize. Drawing on extensive experience ... Show More
38m 33s
Feb 2025
Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howard Lutnik’s decision to put his sons in charge of Cantor Fitzgerald, and a new Moody’s Analytics report on U.S. consumer spending. Then Mike Moffatt, Founding Director of the University ... Show More
59m 9s
Jul 2025
Editor's Pick: How Economic Warfare Impacts Energy
<p dir="ltr">Six months in, President Trump's trade war has entered a new phase. Just this weekend, the European Union agreed to a trade deal that includes a promise to buy $750 billion worth of American energy products over the next three years. And this week, with the August 1 ... Show More
1h 2m
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Mar 2025
Is Trump leading us into a recession?
<p><span style="color: rgb(0, 0, 0); background-color: transparent;">In an interview broadcast on Sunday, President Donald Trump </span><a href="https://www.washingtonpost.com/politics/2025/03/09/trump-recession-economy-inflation/?utm_source=podcasts&utm_medium=referral&u ... Show More
20m 23s
Jul 2025
Tariff tensions: Avoiding an EU-US trade war
This week, Mark Leonard is joined by Tobias Gehrke, ECFR senior policy fellow, for a 15-minute Emergency Room episode dissecting the collapse of an EU-US trade deal. President Donald Trump’s last-minute letter, threatening to impose tariffs of 30% on the EU by August 1st, shatter ... Show More
14m 8s
Feb 2025
What Is Trump's Endgame With Tariffs?
This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More
29m 24s
Apr 2025
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More
1h 2m