China vs. the World, Chips Tariffs, and Global Minimum Tax

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.

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 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.

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.

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.

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.

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.

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.

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.

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.