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 finding workarounds, no matter the policy
Rising debt and capital outflows facing developing economies
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.
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