Trade War Scorecard: What's Changing, Who's Winning, What's Next — With Ryan Petersen

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 9 July 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ryan Petersen is the CEO of Flexport. Petersen joins Big Technology to discuss how the latest round of tariffs and trade-war maneuvers are rewiring supply chains worldwide. Tune in to hear him unpack everything from 145 % “Liberation Day” duties and $5 K containers to the death of the de minimis loophole and what it means for Amazon, Temu, and Shein. We also cover the Panama Canal drought, AI that robocalls 400 K truckers, warehouse-robot reality checks, and why customs fraud just became the DOJ’s No. 2 white-collar priority. Hit play for a rapid-fire scorecard on what’s changing, who’s winning, and what’s next in global trade. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Has Trump's wave of tariffs or the threat of them changed the global supply chain at all?
0:05.6	And are big tech companies like Amazon and Apple in any different position today than they were before the inauguration?
0:12.4	We're joined today to talk about it all by Ryan Peterson.
0:15.4	He's the CEO of Flexport and he's here with us in studio to cover this all.
0:20.2	Once again, it's great to have you
0:21.4	on the show, right? My pleasure. So talk a little bit about what's happened. We're months past
0:26.9	Liberation Day. It's kind of funny to even be talking about it because it's one of those news
0:31.4	events that started with this big promise of massive tariffs and then subsequent pauses. You have an unbelievable view as the CEO
0:42.1	of Flexport because you can see how cargo and shipping is moving around the globe. Is anything
0:49.1	fundamentally different today than it was before Liberation Day. Yeah.
0:54.5	Well, if you're a brand that's importing goods, especially from China, your tariffs are
0:58.1	higher.
0:59.7	We've had a 30 percent.
1:01.8	Tariffs are currently 30 percent plus whatever was preexisting.
1:04.5	So that's a pretty big deal.
1:06.7	I mean, it costs one of 30 percent.
1:08.0	But it's way better than immediately after Liberation Day.
1:11.0	Remember, they ratcheted it up to 145%. And it stayed at 145. This is on Chinese made goods coming to the U.S.
1:17.7	It was at 145 for five weeks. And so during that five week period, the volume of cargo from China, the U.S.
1:26.5	dropped by 60%.
1:27.7	Just a massive decline. And that's a big part of, likely a big part of why they ratcheted
1:34.0	back to 30 was it sort of, this was a decoupling rate. That was a rate at which these
	...

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