logo
episode-header-image
Jul 2025
28m 29s

Tariffs and trade: Preparing for the unp...

McKinsey & Company
About this episode

As geopolitical tensions persist, global trade dynamics are becoming increasingly complex—and many leaders find themselves on tenterhooks. On this episode of The McKinsey Podcast, Cindy Levy and Shubham Singhal, two global coleaders of McKinsey’s geopolitics work, join Global Editorial Director Lucia Rahilly to discuss how to move forward amid rapidly reconfiguring trade relationships—regardless of the way current tariff talks play out.

This conversation has been adapted from our McKinsey Live series.

Articles mentioned: 

The ‘attention equation’: Winning the right battles for consumer attention

State of the Consumer 2025: When disruption becomes permanent

Theme music composed, performed, and produced by Joy Ngiaw

 

 

See www.mckinsey.com/privacy-policy for privacy information

Up next
Sep 2019
Fit for the future: The common challenges facing health care systems—and how to meet them
Read more >    Listen to the podcast (duration: 33:11) >  Across the developed world, health systems must adapt to aging populations, changing patient needs, and advances in technology that could both reduce costs and revolutionize clinical care.See www.mckinsey.com/privacy-polic ... Show More
33m 12s
Sep 2019
How to master the seven-step problem-solving process
Read more >    Listen to the podcast (duration: 25:53) >  Structured problem solving can be used to address almost any complex challenge in business or public policy.See www.mckinsey.com/privacy-policy for privacy information 
25m 53s
Aug 2019
How to double the odds that your change program will succeed
Read more >    Listen to the podcast (duration: 33:57) >  Large-scale organizational change is more likely to stick if executives apply equal discipline and rigor to the “hard” and “soft” elements that matter.See www.mckinsey.com/privacy-policy for privacy information 
33m 57s
Recommended Episodes
Aug 5
US’ Tariff Blow: What can India Do?
What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threa ... Show More
26m 23s
Apr 2025
Are US tariffs just the beginning? With Abraham Newman
As Donald Trump declares a trade war on the rest of the world, it’s time to learn about a field of economic research known as “weaponised interdependence”. The bad news is that the US president’s weapon of choice – imposing tariffs on goods imports – is a fairly outdated tool of ... Show More
31m 33s
Apr 2025
EMERGENCY PODCAST: USA vs China Trade War w/ Richard Werner | PBD Podcast | Ep. 574
<p>Patrick Bet-David sits down for an emergency podcast with economist and &quot;Father of Quantitative Easing&quot; Richard Werner for a deep-dive conversation into the future of global finance. They discuss the rise of de-dollarization, central bank digital currencies (CBDCs), ... Show More
1h 8m
Sep 29
From "How We Survive": The climate crisis is an economic crisis
Hey Smarties! Today we’re sharing a special bonus episode from “How We Survive.” It’s a conversation between host Amy Scott, “Marketplace” host Kai Ryssdal and Pulitzer Prize winning science writer Elizabeth Kolbert. Together, they dig into how the climate crisis is triggering ec ... Show More
51m 13s
Feb 2025
Commercial real estate crawls back
<p>US president Donald Trump’s tariffs on Mexico and Canada are paused for now, commercial property investment is starting to recover from a two-year slump, and Eurozone inflation unexpectedly ticked up in January. Plus, the French AI company Mistral was supposed to be Europe’s a ... Show More
10m 42s
Mar 2025
Tariffs remain top of mind
<p>Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ... Show More
12m 27s
May 2025
A sigh of relief on US-China tariffs
Global stocks surged after the US and China slashed tariffs for 90 days, and Brussels is preparing to use capital controls and tariffs against Russia. Plus, OpenAI and Microsoft are rewriting the terms of their multibillion-dollar partnership in a high-stakes negotiation. Mention ... Show More
10m 20s
Feb 2025
How to trade the trade war
<p>Amazon shares fell after a weaker than expected outlook for the first quarter, and investors are figuring out how to trade in the trade war. Plus, The Bank of England cut interest rates by a quarter-point, and a long simmering conflict between the Democratic Republic of Congo ... Show More
12m 8s
Sep 19
As painfully contrarian as ever here on triple witching day.
<p>Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some nam ... Show More
25m 40s