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Trade Splaining

A fun and entertaining look at global affairs, trade and the United Nations, brought to you from the perspective of two American expats living in Switzerland. They try to keep a straight face while recapping the latest in current events and the local scene in Geneva, Switzerland as well as interviews with fellow expats on the international scene and leaders in their respective fields.

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Tariff Bingo: Trump vs the EU, China's Economic Fortress, and Europe's Rare Earth Problem

Everyone weaponized trade policy at once this month, and the targets weren't always the obvious ones. Trump's latest tariff threats landed on the EU in retaliation for European fines on tech firms, which makes this a regulatory fight dressed up as a trade fight - and means every EU competition decision is now a potential tariff-triggering event. Add a threatened 100% tariff on generic drugs, and…

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Hormuz Fallout, China as the New Swing Energy Importer and Ports

In Episode 90 of Trade Splaining, Ardian Mollabeqiri and Robert Skidmore are back to unpack how geopolitics, energy markets and global shipping disruptions are finding their way into the everyday economy — from oil prices and port congestion to pain au chocolat, ice cream cones and Aperol Spritzes. We start with the Strait of Hormuz, where fears of an oil price shock ran into a more complicated…

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Trade Finds a Way, But Your Parcel Might Not: Global Express Association's Carlos Grau on Customs, De Minimis & Global Delivery

Episode 89 - Trade Finds a Way, But Your Parcel Might Not: Global Express Association's Carlos Grau on Customs, De Minimis & Global Delivery Trade has a funny way of showing up in your life. Sometimes it is tariffs, oil prices and semiconductor supply chains. Other times, it is your package sitting at the border while someone tries to decide whether “gift” and “zero value” is a legally persuasive…

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Hormuz Oil Shock, Airfares and the Future of Flying - IATA’s Chief Economist on the New Energy Crisis

Episode 88: Hormuz Oil Shock, Airfares and the Future of Flying - IATA’s Chief Economist on the New Energy Crisis Oil shocks used to feel like something that happened in markets, headlines and awkward economist panels. Not anymore. In this episode of Trade Splaining, we look at how the latest energy shock is moving from oil markets into the parts of the economy people actually feel - airfares,…

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USMCA on the Brink? Trade Fragmentation, Supply Chain Chaos & the Rise of “Just in Case”

Episode 87 - USMCA Uncertainty, Trade Fragmentation & the Future of Supply Chains Global trade is shifting - and not everyone agrees on where it’s heading. In this episode, we break down the growing uncertainty around USMCA, the rise of trade fragmentation, and what it means when the system moves away from efficiency toward resilience. We also sit down with Will Petty, Global Head of Product…

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Is the WTO Still Relevant? MC14, Trade Chaos & a Surprisingly Resilient System | Peter Foster (FT)

Episode 86 – Is the WTO Still Relevant? MC14, Trade Chaos & a Surprisingly Resilient System | Peter Foster (FT) 🎧 Listen: t.ly/K4Jnc Has the global trading system fundamentally broken — or is it proving more resilient than expected? In Episode 86 of Trade Splaining, we sit down with Peter Foster, World Trade Editor at the Financial Times, to unpack the real outcomes of WTO Ministerial Conference…

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Tariffs Struck Down… Then Came Back + A Middle East Conflict That Threatens Food Prices ft. Peter S Goodman (NYT)

Episode 85 – Tariffs Struck Down… Then Came Back + Middle East Conflict Threatens Food Prices Have tariffs really been rolled back — or just repackaged under a different legal label? In Episode 85 of Trade Splaining, we unpack the fallout from the US Supreme Court ruling on tariffs — and why, despite the headlines, not much may have actually changed. We then turn to a fast-moving and underreported…

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Tariffs, Trade Policy, and Looking Ahead: Is the Rules-Based Trading System Breaking Down?

Episode 84 is here — and yes, 84 is the atomic number of polonium, 1984 is Orwellian, and Van Halen absolutely peaked. You’re welcome. We’re joined again by friend of the pod Dmitry Grozoubinski, Executive Director of the Geneva Trade Platform and author of Why Politicians Lie About Trade. And we ask the big question: 👉 Has the global trading system fundamentally changed — or are we just living…

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Trade, National Security and 2026 Walk Into a Bar

Is everything national security now? In Episode 83 of Trade Splaining, Ardi & Rob kick off 2026 by diving head-first into the growing chaos at the intersection of trade policy, geopolitics, and national security exceptions — the legal loophole that ate the global trading system. We break down why trade is no longer just about efficiency or tariffs, but increasingly about power, leverage, and…

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Tariffs, Tomato Paste, and the 2025 End-of-Year Recap

In Episode 82 of Trade Splaining, Ardian Mollabeqiri and Robert Skidmore close out the year with an end-of-year global trade reality check. This episode covers: Why Europe’s energy transition is starting to hit household wallets China’s overcapacity problem — from electric vehicles to tomato paste Why tariffs are proving inflationary (again) and failing to cut trade deficits How supply chains keep…

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