The Hinrich Foundation Trade Podcast

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Hinrich Foundation is a unique Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. We believe sustainable global trade strengthens relationships between nations and improves people’s lives. We support original research and education programs that build understanding and leadership in global trade. Our approach is independent, fact-based and objective.

  1. 28. Juli

    Special Ep. - Why China's industrial strategy is reshaping global competition

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Robert D. Atkinson, Senior Fellow at the Information Technology and Innovation Foundation (ITIF), to discuss China’s growing technological and industrial strength, the areas in which the West still holds an advantage, and what it must do to remain competitive. China’s rise as a technological and industrial power has challenged long-held Western assumptions about how innovation, markets, and state intervention shape competitiveness, Robert D. Atkinson, Senior Fellow at the Information Technology and Innovation Foundation (ITIF), said. Its advantage rests not only on the size of its economy, but also on extensive, highly integrated supply chains, large-scale subsidies, and a state-directed model that aligns firms with national priorities. China already leads in electric vehicles, nuclear power, and telecommunications equipment, while advancing rapidly in robotics and investing aggressively in aerospace, biotechnology, and quantum technologies, he said. By contrast, the West’s remaining advantages lie in powerful multinational companies, a strong entrepreneurial culture, and greater freedom to innovate. But they count for little if innovation cannot be turned into competitive production at scale. Efforts to translate technological strengths into industrial capacity are plagued by short-term financial incentives, fragmented policymaking, inadequate US research funding, and weak coordination among allies, Atkinson said. The central challenge is whether the West can marshal its strengths behind a serious, coordinated industrial strategy before China’s advantages become more deeply entrenched. Tune in to this podcast organized by the Association of Foreign Press Correspondents-USA and supported by the Hinrich Foundation to unpack how China’s state-directed model has proven so effective and why pressure is mounting on the West to respond. The podcast is based on Atkinson’s recent paper for the Hinrich Foundation, “Is the West better than China?” Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - Why China's industrial strategy is reshaping global competition

  2. 14. Juli

    Special Ep. - Trump 2.0 and the future of dollar dominance

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Stewart Paterson, Senior Research Fellow at the Hinrich Foundation, to examine whether the world is moving toward a more fragmented, multi-currency system as US inflation, alternative payment systems, and China’s renminbi ambitions test the dollar’s dominance.  The US dollar has anchored global trade and finance for decades, giving the United States extraordinary leverage over payment infrastructure, sanctions enforcement, and global financial stability. But the foundations of dollar dominance are coming under pressure. Persistent inflation, America’s deteriorating net international investment position, and China’s growing role as the world’s dominant manufacturing power are weakening some of the economic conditions that have long supported the dollar’s centrality.  But dollar dominance is no longer being tested by economics alone. The weaponization of dollar-based financial infrastructure has encouraged China and other economies to explore alternatives, while central bank digital currencies, instant payment networks, and platforms such as mBridge could make non-dollar settlement faster, cheaper, and more commercially viable. China’s renminbi remains constrained by capital controls and a fragile banking system, but its push to build alternative financial infrastructure points to the possibility of a more fragmented monetary order.  Tune in to this podcast as Stewart Paterson, Senior Research Fellow at the Hinrich Foundation, joins the Association of Foreign Press Correspondents-USA to break down the economic, geopolitical, and technological pressures reshaping the dollar’s role in global trade and finance. The podcast follows up on Paterson’s recent paper for the Hinrich Foundation, “Trump 2.0 and dollar dominance: Make or break?” Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - Trump 2.0 and the future of dollar dominance

  3. 7. Juli

    Empires of Trade: The Ruthless Battle for Global Wealth

    The Hinrich Foundation Trade Book Talk hosted a discussion with Jonathan Saunders, author of Empires of Trade: The Ruthless Battle for Globe. In conversation with moderator and Trade Education Program Director Alex Boome, Saunders examines trade not as a neutral exchange of goods, but as a persistent arena of strategic global competition. Saunders contrasts simple international trade with the complex web of modern globalization, arguing that a decades-long, relentless pursuit of corporate efficiency stripped supply chains of crucial redundancies. When recent macro-shocks hit, such as the COVID-19 pandemic, the war in Ukraine, and semiconductor shortages, this fragile, hyper-interconnected system fractured. Drawing deep historical parallels, Saunders compares historical mercantilist battles over commodities like nutmeg to today's aggressive struggles for dominance over advanced technologies and supply routes. To navigate this volatility, Saunders advises businesses to prioritize situational awareness and resilience by building contractual redundancies and cultivating backup supply networks. Looking forward, he outlines four potential trajectories for global commerce: a fractured "New Cold War," a volatile but sustained period of "Managed Competition," a devastating "Collapse of Globalization," or an optimistic, decentralized, and technology-driven "Globalization 2.0".  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Empires of Trade: The Ruthless Battle for Global Wealth

  4. 7. Juli

    Special Ep. - Can the US and China rebuild trust?

    In this special edition of the Association of Foreign Press Correspondents-USA podcast on global trade, Ana Swanson, trade and international economics reporter for The New York Times, sits with Merle A. Hinrich, chairman of the Hinrich Foundation, to discuss the role trade has played in the long arc of US-China ties, his perspectives on the superpower summit in Beijing, and what likely comes next for the world’s most important bilateral relationship. In late May 2026, days after President Donald Trump visited his Chinese counterpart Xi Jinping in Beijing in a pivotal summit for the world’s most important bilateral relationship, Hinrich Foundation Chairman Merle Hinrich wrote an opinion editorial for the foundation’s Thought Leadership weekly. His essay, The US-China Trust Deficit, critiques the failures on both sides to move beyond domestic messaging to the more crucial task of mending longer-term trust between their nations. Trade has long underpinned the US-China relationship. That foundation is now under unprecedented strain. In this podcast with The New York Times’ award-winning veteran journalist Ana Swanson, Hinrich explores how decades of globalization shaped and warped the bilateral relationship, why Washington and Beijing now both view trade through geopolitics, and what rising protectionism, industrial policy, trade weaponization, and declining trust mean for the future of the global economy. A new multilateral trade framework might emerge “that is really very focused upon the balancing of the economic issues.” “Because if you don't have the domestic support for cross-border trade, you have a problem,” he said. Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - Can the US and China rebuild trust?

  5. 30. Juni

    Special Ep. - What Hormuz means for Asia’s energy security

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with William George, Director of Research at ImportGenius, to unpack how the Strait of Hormuz blockade has exposed Asia’s dependence on maritime chokepoints, Gulf energy supplies, and petrochemical inputs, with uneven consequences for China, Japan, and Vietnam.  The Strait of Hormuz blockade has exposed how a single maritime chokepoint can unsettle energy security, petrochemical supply chains, and manufacturing resilience across Asia. The disruption has not affected countries evenly. China entered the crisis with large crude stockpiles, some access to crude outside seaborne routes, and a coal-to-chemicals industry that has helped cushion the loss of Gulf-linked petrochemical inputs. Japan has avoided sudden shortages so far, but only by drawing down strategic reserves, turning to more expensive stopgap crude supplies, and absorbing rising prices for petrochemicals, plastics, aluminum, and construction materials.  Vietnam faces a different challenge. Its dependence on Kuwaiti crude and Gulf-linked petrochemical feedstocks leaves it exposed not only through energy imports but also through export sectors such as plastics, electronics, apparel, and machinery. Together, the three cases show how the Hormuz disruption is testing national buffers, supply chain flexibility, and the trade-offs countries face as they seek greater energy and industrial resilience.  Tune in to this podcast as William George, Director of Research at ImportGenius, joins the Association of Foreign Press Correspondents-USA to examine how the Hormuz blockade is reshaping Asia’s energy security, petrochemical supply chains, and economic resilience across China, Japan, and Vietnam. The podcast draws on George’s recent white paper, co-authored with Lynn Hughes and published with support from the Hinrich Foundation, “How the Hormuz blockade hits Asia: Evaluating the chokepoint effect on China, Japan, and Vietnam.”  Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - What Hormuz means for Asia’s energy security

  6. 23. Juni

    Special Ep. - How the US-China race shifted from tariffs to chokepoints

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Evan Medeiros, Director of Asian Studies and the Penner Family Chair in Asian Studies at Georgetown University’s School of Foreign Service, to examine how the 2025 US-China trade war shifted from tariffs to chokepoints, exposing asymmetric vulnerabilities and ushering in a race for leverage across rare earths, semiconductors, and advanced technology.  The 2025 US-China trade war marked a structural shift in the bilateral relationship, moving beyond tariff escalation into a broader contest over chokepoints, vulnerabilities, and leverage. What began as tit-for-tat tariff measures evolved into a supply chain conflict as Washington and Beijing targeted critical dependencies to impose costs and extract strategic advantage. China’s rare-earth export controls exposed US vulnerabilities in industrial supply chains, while US leverage in semiconductor design software and advanced chipmaking tools underscored China’s continued reliance on American capabilities. Evan Medeiros, Director of Asian Studies and the Penner Family Chair in Asian Studies at Georgetown University’s School of Foreign Service, argues that this new phase is best understood as a race: each side is trying to reduce its exposure to the other’s leverage while expanding its own. The result is a more fragile and disruptive form of competition, where interdependence itself can be weaponized as a source of power. Tune in to this podcast as Medeiros joins the Association of Foreign Press Correspondents-USA to examine how the US and China are adapting to a more contested era of economic interdependence. The podcast draws on Medeiros’s recent white paper for the National Bureau of Asian Research, published with support from the Hinrich Foundation, “A New Era of US-China Interaction: From Competing to Racing.” Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - How the US-China race shifted from tariffs to chokepoints

  7. 19. Mai

    Special Ep. - Can the G7 survive a fragmented world?

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Peter Draper to examine the G7’s evolution and whether it can remain relevant amid China’s rise, the growing influence of the G20, and internal divisions that are eroding the cohesion underpinning its role in global economic governance. The Group of Seven (G7) has been at the apex of global economic governance for more than 50 years, emerging in the aftermath of the breakdown of the Bretton Woods system and the oil shocks of the 1970s to manage the economic fallout through shared approaches. Over time, it broadened into a mechanism for crisis management and coordination among advanced economies. Behind the scenes, extensive preparatory work sets the stage for informal, leader-to-leader exchanges where sensitive trade-offs can be negotiated away from public scrutiny and framed in ways that remain politically viable at home.  Today, however, the conditions that sustained this approach are shifting. The rise of China, the emergence of BRICS, and the growing weight of the Group of 20 have diluted the group’s relative influence, while domestic populist pressures — particularly in the United States — are straining its cohesion. The result is a more uncertain role for the G7 in an increasingly fragmented global order. Tune in to this podcast as Peter Draper, Professor and Executive Director of the Institute for International Trade at the University of Adelaide, joins the Association of Foreign Press Correspondents-USA to unpack the G7’s evolution and its future in a more contested global landscape. The podcast draws on insights from The Elgar Companion to the G7, which he co-edited with Andreas Freytag and recently discussed at a Hinrich Foundation book talk. Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - Can the G7 survive a fragmented world?

  8. 5. Mai

    Special Ep. - The US balance-of-payments gamble: All about Section 122

    In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Dawn Shackleford, President of Looking Glass Trade, LLC, to analyze the Trump administration’s pivot to Section 122 tariffs as a rapid, temporary workaround after legal setbacks, examining the credibility of its balance-of-payments justification and the roles of the IMF and WTO in assessing its implications for US trade policy.  The Trump administration’s turn to Section 122 tariffs reflects a search for speed and legal durability in advancing its trade agenda after the Supreme Court blocked the use of emergency powers under the International Emergency Economic Powers Act.    Designed as a temporary measure, Section 122 allows tariffs of up to 15% for 150 days, positioning the policy as a stopgap while more permanent tools — such as Section 232 and Section 301 — are pursued. Yet its reliance on a balance-of-payments justification raises questions about credibility, as such crises typically involve acute external imbalances and are subject to scrutiny by the International Monetary Fund (IMF) within World Trade Organization (WTO) processes.   Shackleford explains how the United States may be leveraging timing, procedural complexity, and partial product coverage to sustain the tariffs while remaining formally engaged in multilateral rules, arguing that the move underscores both the constraints of existing trade commitments and the continued relevance — and tension — of the WTO system.  Tune in to this podcast as Dawn Shackleford, President of Looking Glass Trade, LLC, and Consultant at the Hinrich Foundation, joins the Association of Foreign Press Correspondents-USA to discuss the Trump administration’s Section 122 tariffs, what they reveal about US trade policy, and the roles of the IMF and WTO. The podcast follows up on Shackleford’s recent article for the Hinrich Foundation, “Trump asserts trade payments problems. The IMF may want to sharpen its pencils.”  Download Transcript  Tune into the Hinrich Foundation’s podcast series for insights on international trade.

    Special Ep. - The US balance-of-payments gamble: All about Section 122
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Hinrich Foundation is a unique Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. We believe sustainable global trade strengthens relationships between nations and improves people’s lives. We support original research and education programs that build understanding and leadership in global trade. Our approach is independent, fact-based and objective.

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