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Trade Splaining Podcast @tradesplaining.bsky.social · 30/09/2026

Geopolitics and geoeconomics are here to stay, says Bank Syz CIO Charles-Henry Monchau. New Trade Splaining: what that means for investors, why he calls this the "most hated" bull market, and why the bond market is the ultimate judge. 🎧 www.tradesplaining.com

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Trade Splaining Podcast @tradesplaining.bsky.social · 02/07/2026

Episode 90 is out. 🎧 Listen: t.ly/MwFM8 Hormuz, oil markets, China’s energy leverage, port performance, pain au chocolat inflation and $8 ice cream cones. Featuring Jan Hoffmann of the World Bank on the Container Port Performance Index, shipping disruptions and why ports are now geopolitics.

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Trade Splaining Podcast @tradesplaining.bsky.social · 21/05/2026

New Episode 🚨 Oil shocks are no longer just market stories This week we speak with Marie Owens Thomsen, Chief Economist at IATA, about jet fuel, refining, sustainable aviation fuel and the new energy crisis facing aviation. Also: Swatch chaos and marauding peacocks. 🎧 pod.link/1525615736

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Trade Splaining Podcast @tradesplaining.bsky.social · 07/04/2026

🚨 New episode 🚨 🎧 Listen: t.ly/QLEgA We keep hearing the system is “breaking” But tariffs are up Geopolitics is messy And trade flows barely moved So what’s actually going on? Ft. Peter Foster @financialtimes.com

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Trade Splaining Podcast @tradesplaining.bsky.social · 18/03/2026

🚨 New episode 🎧 Listen: t.ly/x5_T2 1/3 of global fertilizer supply depends on the Persian Gulf. One disruption → price spikes → lower yields → higher food prices. We don’t talk about this side of trade nearly enough. New #TradeSplaining episode with @petersgoodman.bsky.social @nytimes.com

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Trade Splaining Podcast @tradesplaining.bsky.social · 12/02/2026

Are we still “turning the supertanker”… or Tokyo-drifting global trade? #TradeSplaining Episode 84 with Dmitry Grozoubinski @explaintrade.com dives into: – Tariff volatility – EU trade acceleration – MFN weakening – And what 2026 might bring 🎧 #ListenResponsibly: t.ly/K4Jnc

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Trade Splaining Podcast @tradesplaining.bsky.social · 29/01/2026

🎙️ New Trade Splaining Episode! Episode 83 asks the obvious 2026 question: Is everything just “national security” now? We unpack trade, tariffs, semiconductors, Greenland (!) and WTO rule-bending with Mona Paulsen & Greg Messenger. 🎧 Listen: t.ly/VJVuG

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Reposted by Trade Splaining Podcast

Shannon O'Neil @shannonkoneil.bsky.social · 28/01/2026

Even if AI succeeds in transforming industry after industry, costs and time matter for who gains. In my latest for @opinion.bloomberg.com, I argue that it may be the unanticipated drag of tariffs and fall in migrants that hold US AI champions back. bloom.bg/4rmSgZ9

bloom.bg

The AI Bubble Is Getting Closer to Popping

AI is driving the S&P 500 index and the broader US economy forward. The CEOs of a handful of few dominant firms have become celebrities, with groupies and markets alike hanging on their words and ...

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Trade Splaining Podcast @tradesplaining.bsky.social · 30/06/2025

🚨 New #TradeSplaining Ep. 🚨 🔗Listen now: cutt.ly/uYrtW1Z We talk the new-ish trade policy, #AI , #Switzerland's 1,000-page EU deal..and sausage espionage @patrickmcgee.bsky.social of the @financialtimes.com also joins us to talk about his eye-opening new book "Apple in China" #ListenResponsibly

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