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Global Trade Deciphered

Justin Hayden Miller
Global Trade Deciphered
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28 épisodes

  • Global Trade Deciphered

    Tintin’s Land of Black Gold: Kharg Island, Red Sea Houthi Chaos & $150 Hormuz Oil Shock

    31/03/2026 | 21 min
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    Tintin warned us in the 1950s. In 2026 the Red Sea and Strait of Hormuz are exploding just like the comic – and $150 oil is no longer science fiction.
    In this episode I crack open Hergé’s Tintin: Land of Black Gold and show how its 1950s story of sabotaged tankers, exploding fuel and Middle East intrigue is playing out in real time in the 2026 Red Sea Houthi crisis and Hormuz oil shock.
    Here’s what you’ll hear:
    • The eerie parallels between the comic’s desert kingdom of Khemed and today’s Red Sea Houthi attacks, Iran tensions, tanker routes and underground facilities
    • Why a prolonged Strait of Hormuz closure or fresh Red Sea shipping disruption isn’t just a shipping headache – it’s a global supply chain shock that could slam trade balances, ignite inflation and hand the next recession its starter’s pistol
    • How the 1970s oil crises (the ones that forced Europe to invent summer time) are already repeating in the 2026 Middle East oil crisis
    • The demand-side playbook smart governments and businesses can use tomorrow – no lectures, just pick-and-choose moves that actually work while everyone else waits for calm seas
    Hergé never wrote a sequel to Land of Black Gold.
    But the sequel to today’s Red Sea and Hormuz events is unfolding every morning in the news.
    If you’re a business leader, policymaker or anyone tracking energy security, oil prices and global trade disruption in 2026, hit play now.
    IEA Press Conference Link: https://www.iea.org/events/video-statement-by-iea-executive-director-on-iea-oil-stock-release
    Global Trade Deciphered – decoding what matters before it hits balance sheets.

    If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.
    *Follow Justin on X: @JustinHaydenM  
    or contact us by email at [email protected]  
    Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions
    *Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.
  • Global Trade Deciphered

    Strait of Hormuz Crisis 2026: Customs Compliance Survival Guide with Maersk's William Petty [TOP EXPERT INTERVIEW]

    16/03/2026 | 23 min
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    In this episode we discuss how businesses might handle the compliance chaos of the Strait of Hormuz blockade—ships stalled, oil prices soaring, supply chains crumbling etc.. How are businesses dodging compliance pitfalls amid this geopolitical storm? Maersk's innovation Lead and expert, William Petty, reveals insider strategies.
    Strait of Hormuz disruptions: Seafarers at risk, vessels rerouted—what's the real knock-on for your global trade ops?
    COVID parallels: Bottlenecks, piracy, Suez flashbacks—are we in for another black swan era?
    Compliance wake-up call: Why your supply chain, logistics, and customs teams must sync now to slash delays and costs.
    Non-traditional regs exploding: CBAM carbon taxes, EU deforestation rules, US forced labor bans—ready to track geolocated trees or cotton spinners?
    Tariffs
    Trade fragmentation frenzy: Bilateral deals, sectoral carve-outs—navigating the spider's web of evolving tariffs and borders.
    AI and tech lifelines: Shrinking the haystack with data analytics—spot misclassifications, prioritize 80/20 risks, unlock duty savings.
    Digital product passports revolution: Real-time data sharing for friction-free borders—could this transform your imports forever?
    2026 trends alert: UK CBAM incoming, forced labor regs spreading—opportunities in digital corridors or more compliance headaches?
    William Petty, Maersk's Trade and Customs Consulting innovation Lead with 20+ years from World Economic Forum to global alliances, joins host Justin Hayden Miller to decipher it all.
    Global trade pros: Is your business resilient enough? Tune in for actionable hooks on supply chain disruptions, customs compliance strategies, and logistics innovation. #StraitOfHormuzCrisis #CustomsCompliance #SupplyChainDisruptions #MaerskInsights #CBAM #DigitalTrade #GlobalTradePodcast
    Subscribe on Apple Podcasts for more on geopolitics reshaping trade. Share if this hits your supply chain nerve!
    If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.
    *Follow Justin on X: @JustinHaydenM  
    or contact us by email at [email protected]  
    Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions
    *Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.
  • Global Trade Deciphered

    Iran War: Oil Crisis + Trump Tariffs Survival Playbook

    02/03/2026 | 12 min
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    Iran Hormuz Crisis escalates and is now closed: US-Israel strikes trigger Iranian retaliation, IRGC warnings halt tanker traffic through the Strait of Hormuz (20% of global oil supply at risk). Brent crude prices surging, with analysts warning $100-150+ if disruptions persist. Major carriers (Maersk, MSC, Hapag-Lloyd) suspend transits—shipping chaos compounds delays and fuel costs.
    At the same time, Trump's defiant response to February Supreme Court ruling striking down IEEPA tariffs: 10% global import duty under Section 122 (effective Feb 24, 150 days max), with indications to hike to 15%. Shadow trade wars emerge via licensing schemes, potential fees, and workarounds bypassing oversight—adding volatility to already strained supply chains.
    Host Justin Hayden Miller (global trade strategist, ex-Big 4/ top law firm) unpacks the paradox: independent crises amplifying each other. Hear his prescient Nov 2025 warning (Episode 15 clip) on fuel spikes + tariffs—now playing out.
    Key takeaways & survival guide:
    Oil hedging, supply chain delays, tariff inflation, rethink strategy, vertical integration, renewables self-sufficiency, onshoring, hyperlocal model, navigate uncertainty, pre-clearance, licensing shifts, multipolar trade realignment
    Essential for business leaders, importers, CFOs facing compounded risks. We're in a gale—prepare for the hurricane.
    Disclaimer: Not legal/tax/financial/business advice—consult qualified professionals concerning your specific circumstances.
    If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.
    *Follow Justin on X: @JustinHaydenM  
    or contact us by email at [email protected]  
    Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions
    *Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.
  • Global Trade Deciphered

    Supreme Court Strikes Down Trump's IEEPA Tariffs, with US Trade Lawyer, Jeremy Page [TOP EXPERT INTERVIEW]

    20/02/2026 | 21 min
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    Supreme Court Strikes Down Trump's IEEPA Tariffs – Historic 6-3 Ruling Breakdown
    February 20, 2026: The U.S. Supreme Court rules President Trump's use of the International Emergency Economic Powers Act (IEEPA) for tariffs is illegal. No presidential authority for tariffs under IEEPA—Congress holds taxing power. Invalidates 10% baseline global tariffs, higher targeted duties on China, Mexico, Canada, EU, Japan, South Korea, and "Liberation Day" reciprocal tariffs.
    International rade lawyer Jeremy Page (Page-Fura PC, Chicago) gives expert analysis: Why the Court rejected IEEPA as a tariff/emergency tool, refund possibilities via Court of International Trade: alternatives (Section 232, 301, etc.).
    The episode discusses the consolidated US Supreme Court cases Learning Resources, Inc. v. Trump and Trump v. V.O.S. Selections, Inc.
    Why this Supreme Court tariff case is historic
    IEEPA basics: No tariffs mentioned, revenue power stays with Congress
    Trump's IEEPA uses: Fentanyl, immigration, deficits, Liberation Day
    Court: IEEPA Tariffs aren't authorized
    Unwinding tariffs & country responses
    Importer refunds? CIT role & injunction questions
    6-3 vote details (Roberts' leading opinion)
    Plan B: Other tariff statutes explored
    Essential for importers, businesses, lawyers tracking U.S. trade policy. Subscribe for more global trade insights!
    Thumbnail Photo: Supreme Court. Author: Quercusvirginiana.  Photograph made available under the Creative Commons Attribution CC01.0 Universal Public Domain Dedication.
    If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.
    *Follow Justin on X: @JustinHaydenM  
    or contact us by email at [email protected]  
    Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions
    *Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.
  • Global Trade Deciphered

    Gold Surging Past $5,000 in 2026: De-Dollarization & Risks of War

    17/02/2026 | 21 min
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    Gold has surged past $5,000 per ounce in 2026, hitting highs above $5,600 in January. What is driving this dramatic rally—and what does it signal for global trade and financial global order?
    Justin Hayden Miller breaks down the key forces behind gold's explosive move, including surging safe-haven demand, central bank purchases, and growing discussions around de-dollarization. The episode examines renewed calls in Germany, Poland, and Italy to repatriate gold reserves from US vaults—prompted by geopolitical strains in transatlantic relations under the second Trump administration and concerns over asset risks.
    Drawing on historical patterns of gold accumulation and movements ahead of major conflicts, the discussion explores whether these developments indicate eroding trust in the dollar as the dominant reserve currency and potential fractures in global alliances.
    Key subjects covered:
    Germany's push to bring home gold held in the US
    Broader European repatriation debates and trust issues
    Historical precedents of gold hoarding before military conflicts
    The paradox of gold's heightened role in today's free-floating market versus the classical gold standard era
    BRICS nations' hedging against sanctions/trade pressures
    Implications for dollar dominance, global trade finance, supply chains, and multipolar alliances.
    Essential listening for business leaders, policymakers, investors, and analysts monitoring geopolitics, reserve currencies, and international trade dynamics.
    Keywords : gold price 2026, $XAUUSD, gold $5000, de-dollarization, gold repatriation Germany, dollar reserve currency, geopolitics gold, central bank gold, US Europe relations Trump, global trade risks, gold surge 2026.
    Micro-clip of Marco Rubio leaving for Munich Security Summit: C-Span

    If you like the podcast, please subscribe so you don't miss any episodes and leave a rating. Also tell friends and colleagues about it so the podcast can grow.
    *Follow Justin on X: @JustinHaydenM  
    or contact us by email at [email protected]  
    Sign up to our newsletter. (We won't spam you and will remove your email on your request.) https://bit.ly/PrivilegedDiscussions
    *Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.

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À propos de Global Trade Deciphered

Global Trade Deciphered explores global trade and the economy concerning geopolitics and topical news events, featuring expert analysis from leading world-class guests. Hosted by Justin Hayden Miller, a global trade advisor and strategist, former international trade and tax partner at a top-tier European law firm and former senior leader at the Big-4. Essential listening for business leaders, policymakers, and anyone curious about international business and trade policy.
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