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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:
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Why Europe’s energy transition is starting to hit household wallets
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China’s overcapacity problem — from electric vehicles to tomato paste
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Why tariffs are proving inflationary (again) and failing to cut trade deficits
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How supply chains keep finding workarounds, no matter the policy
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Rising debt and capital outflows facing developing economies
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What “fragmentation” looks like in practice — and whether there’s a third way
No guest this time — just a wide-ranging news roundup, listener feedback, and a reminder that when pizza orders start shrinking, something bigger is going on.
🎧 Available on Apple Podcasts, Spotify, and wherever you get your podcasts.
📩 Get in touch: tradesplaining@gmail.com
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Listen responsibly.
