Evan Smith

speaker

503 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Evan Smith’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Decoder with Nilay Patel · Tariffs didn’t bring manufacturing jobs back to the US · 27 Jul 2026 podcast

And we're going to be doing this in a pilot context in Europe and I think the UK in the coming months.

Yes, although probably not exactly in line with the policy objectives of the administration.

So without getting into like political commentary, which I'll mostly skip, I'll just kind of I'll tell you, you know, as a as a reader of the news and of the data and then as an observer of the supply chain network itself through our own platform, I give you some points of view.

So one question is, is the United States reducing its dependency on China as a source of manufacturing?

And I think the answer, probably controversially, is no.

So what's happened?

And we see this in our data.

We see this in the macro statistics as well.

Since these trade barriers, in particular the Liberation Day tariffs and everything since, you've seen a proportionate decrease in Chinese exports to the United States with a proportionate increase in US imports from third-party countries.

I think Vietnam, Mexico, Canada, Malaysia.

And we can see through our own platform where those input flows of goods are coming from.

And the answer is China.

So basically, we've just sort of rerouted Chinese goods through third party countries where they're undergoing some amount of transformation or not on their way to the same end market destination at a higher cost.

And we can say that numerically, right?

Now,

That's part of the dynamic between or behind the renegotiation of the USMCA, for example.

So I'm sure we'll talk about that.

But this notion of supply chain traceability as becoming the kind of buzzword in all of these industrial policy initiatives and trade policy initiatives, that's at the core of it.

What's the actual provenance of the goods?

What's that multi-tier value chain network of the goods?

Showing 241–260 of 503 · page 13 of 26