Keeping it Real Podcast with Dr. Kuehl

American Supply Association

A weekly podcast, “Keeping it Real with Dr. Kuehl,” debut in July 2020. In these podcasts, ASA Chief Economist, Dr. Chris Kuehl, provides a brief 5-10 minute economic update on areas of keen interest to ASA members, including industrial PVF commodities.

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  1. 第 1 集

    Four Issues to Consider Going Into 2025

    Season 5, Episode 1: Welcome back to a new season of Keeping it Real with Dr. Kuehl! Chris talks about the big question: What really changes with the new administration? ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 5, Episode 1 (6:14 in length), Dr. Kuehl talks to ASA members about the new administration and how much is “leftover campaign” and what is realistic?   Does almost any change in the economy impact ASA members?   What are the big four issues that determine strategy going into the new year?What is happening with the tariff policy?? Tariff ideas were negotiation tools… will we see the same thing?    Overall regulation… why has regulation exploded in the last decade?    Do regulations contradict each other?    Immigration comes down to an indirect effect… what does construction have to do with this? Will ASA members be affected by the construction sector in 2025?  Are we going to have any interruptions with the supply chain? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    6 分钟

  2. 第 2 集

    Half Optimistic, Half Pessimistic with the 2025 Business Economy

    Season 5, Episode 2: Welcome back to a new season of Keeping it Real with Dr. Kuehl! Chris talks about what exactly to expect from a new year and a new administration. ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 5, Episode 2 (10:02 in length), Dr. Kuehl talks to ASA members about what we can be optimistic about and what to be worried about going into the new year… specifically with the business side of things. Regulation… the cost of compliance is out of control. Are businesses really struggling?Compliance contradictory… why?     The notion of the growth of the market, what is driving it? Advancement with data centers and AI, is this good news? Is there progress with consumers?What will we question in the next six months?  What is concerning the business community?    What will happen with trades and tariffs?  Chip development, what does that mean?  Labor… immigration restrictions, will the economy go into crisis?    Are there shifts in shipping containers overseas?What is the bottom line? Do we actually know what will happen? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    10 分钟

  3. 第 3 集

    Tariffs, Should ASA Members be Concerned?

    Season 5, Episode 3: Keith Prather: Dr. Kuehl’s partner at Armada; talks to members about tariffs. ASA Chief Economist Dr. Chris Kuehl is out this week, but we are still back with a special economic update podcast hosted by Keith Prather: Managing Director at Armada. In Season 5, Episode 3 (6:43 in length), Keith talks to members about where things are with tariffs.     Tariffs on the EU & brick nations… where are they going?Tariff increase affecting automotives, industrial, manufacturing, and construction goods?  Blanket tariffs on these countries, what can we expect?   What have we seen in the past with tariffs? How many tariffs were approved?  Three different waves of exclusions on tariffs, why?      What exclusions would be focused on in this next wave? Will tariffs create harm on the competitive section of the supply chain?     What is the tariff process? Has this changed at all?When will we see the first tariff hit? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    7 分钟

  4. 第 4 集

    What to Watch: The Residential & Non-residential Sector

    Season 5, Episode 4: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with the housing & building sectors and what track we are on… what should ASA members keep in mind? ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 4 (9:29 in length), Dr. Kuehl talks to members about a basic update on the residential & nonresidential sector, considering the accuracy that things could change. Residential & non-residential construction sectors - how fast are the rates growing?What is driving this construction sector?Data centers & technological advances, how are those affecting the nonresidential sector?Residential sector booming in some parts of the country vs. others… why??Why are people moving? Where is there a decline of population? ASA members – where is the growth tracking?? Where will it be?What to follow when development is concerned… three main drivers: what are they? What are the challenges for these three drivers?Are we going into a successful period for business expansion? Will there be hits and misses? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    10 分钟

  5. 第 5 集

    New Presidential Administration: Navigating Economic Shifts Ahead

    Season 5, Episode 5: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with the new presidential administration. What is being discussed and what is being signaled? ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 5 (8:47 in length), Dr. Kuehl talks to members about the new presidential updates. What are the challenges with a new administration?What two things are a priority?? Are these fundamental?Compliance cost… how has that number changed from ten years ago to today?What can regulatory activity really do? Can we see it moving forward?What to do with USAID? What is it? Why is it spending so much money?What is the origin of USAID? What has changed since then?How do you reform something without destroying it? Focus on emphasis on the energy sector – why is it so important now?Data centers, high tech, how do we stay consistent with other goals and businesses? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    9 分钟

  6. 第 6 集

    Navigating Trump’s Appointments, Treasury Goals, and the Long-Term Bond Market

    Season 5, Episode 6: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about updates with all the changes that are happening so fast in the economy now. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 6 (8:16 in length), Dr. Kuehl talks to members about the latest changes in the economy. Trump is putting independent people in charge, what are everyone’s goals?Treasury department goals… what is happening? Will these govern the department no matter what?Getting control of the long-term bond market, why is this important to ASA members?Residential housing controlled by interest rates – why does this relate to the long-term bond market?High yields, high mortgages, what changes will we see?Why have the yields gone up so dramatically?How can we get the yields down in the U.S.?Are treasury bonds still in demand?Banking sector slowed down, what activity will we see from the treasury department?Doug Bergum – why should ASA members keep interest on him?Pay attention to who is in charge of what… will this be a good things? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    8 分钟

  7. 第 7 集

    Understanding the Impact of Tariffs: Economic Insights and Global Trade Negotiations

    Season 5, Episode 7: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about tariffs. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 7 (6:54 in length), Dr. Kuehl talks to members about the impact tariffs have and what is really going on. Have tariffs always been the go-to tool?What were they originally used for?Negotiation & trade – How does this play into tariffs as an incentive?Tariffs on Mexico & Canada, how long will this go on?Does this back and forth help businesses or hurt them?Immigration & the border – are we seeing this negotiation all around the world and not just the U.S.?Tariff %, what are we seeing?Trump being very communicative on decisions, does this help anything?Will we see a lot of reprieves this year?Tariffs are on again, off again… what advice does Chris have for ASA members? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    7 分钟

  8. 第 8 集

    Navigating Uncertainty Beyond Tariffs

    Season 5, Episode 8: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about uncertainty. ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 8 (6:23 in length), Dr. Kuehl talks to members about the general issues of uncertainty for businesses. Tariffs – are they still the number one thing that’s being talked about?What are businesses really concerned about?Can ASA members adjust to just about any kind of change?Change is not unusual, but do we have an opportunity to react to it?Are tariffs the number one thing to worry about? What really keeps ASA members awake at night? Workforce? Regulation? Taxation? Inflation?Will tariffs deteriorate? Will there be a policy in place?What is the playing field going to look like? Something will have to change…what will be negotiated?Looking ahead, will we still be dealing with this by summer and fall? Ask Dr. Kuehl a Question Have a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

    6 分钟
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A weekly podcast, “Keeping it Real with Dr. Kuehl,” debut in July 2020. In these podcasts, ASA Chief Economist, Dr. Chris Kuehl, provides a brief 5-10 minute economic update on areas of keen interest to ASA members, including industrial PVF commodities.

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