Claim OwnershipThe Call by the Global Intelligence Desk
Subscribed: 3Played: 3
Subscribe
© 2025 The Call by the Global Intelligence Desk
Description
Hosted by Jay Sapsford, The Call delivers timely and incisive analysis to help businesses navigate risks and opportunities.
45 Episodes
Reverse
With markets bracing for the Fed’s rate decision today, former Cleveland Fed President & CEO Loretta Mester joins Jay Sapsford on this week’s episode to weigh the risks: insurance cuts vs. the danger of reigniting inflation. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a benefit to the Chamber’s members; however, we are pleased to provide recordings of the calls for wider listening ...
Jeffrey Currie, Chief Strategy Officer of Carlyle’s Energy Pathways, joins the Call to unpack copper’s price whiplash, the coming U.S. tariffs, and why this ancient metal’s resurgence has become a heated subject matter in corporate boardrooms. Currie, widely known for calling copper the “new oil”, will explain its surging demand, driven by its growing role in semiconductors and EVs, in AI plans and data centers, electrical grids, and arms manufacturing. Meeting that demand won’t be easy. New ...
John Neuffer, President & CEO of the Semiconductor Industry Association, joins host Jay Sapsford to provide the broad context of the cross-border tensions for perhaps the world’s most innovative sector, a $600 billion chips industry that supplies the brains embedded in everything from computers and cars to cell phones and refrigerators. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is a...
The Fed is facing growing discontent among some – including the President – over Fed Chair Jay Powell’s failure to ease interest rates, as well as criticism from Congress over cost escalations in a Fed office renovation. Former CEO and President of the St. Louis Federal Reserve, James Bullard, and one of the earliest voices to warn of inflation risks joins the Call to discuss this tension. Currently the Dean of the Mitch Daniels School of Business at Purdue University, Bullard took over the r...
President Trump’s threat to impose a 25% tariff on Japanese auto imports has jolted the U.S.–Japan alliance days ahead of Japan’s July 20 upper-house elections. Despite repeated rounds of negotiations, a deal remains elusive, raising questions about the future of one of the world’s most important bilateral security relationships between Tokyo and Washington. This week’s guest, Dr. William Chou, a seasoned Japan analyst, unpacks how trade tensions are shaping political dynamics in Tokyo,...
The U.S. will assume the presidency of the G20 in December, presenting a unique moment next year for Washington to demonstrate global leadership by hosting perhaps the most important multilateral forum, the G20’s annual summit. It is also a moment of consequence for the U.S. Chamber, as it convenes the B20 ahead of the G20 summit, providing the business community an opportunity to help shape the G20 agenda. Our guest, Dr. Leslie Vinjamuri, argues the summit is an opportunity for the U....
The U.S. dollar reigns supreme, but its role as the default global currency is increasingly under scrutiny. In his new book, Our Dollar, Your Problem, today's guest Ken Rogoff argues the greenback’s primacy might erode faster than expected. The biggest challenge might not be the status of the dollar as a reserve currency, but as the preferred unit of global exchange. Some of the U.S.’ biggest rivals, Rogoff argues, are increasingly uncomfortable with the U.S. controlling the rails of global f...
After U.S. strikes on Iranian nuclear sites, many expected oil prices to soar. But they didn’t. Why? This week’s guest, Daniel Yergin, Pulitzer Prize-winning author of The Prize and Vice Chairman of S&P Global, joins Jay Sapsford to explain how U.S. shale reshaped the oil market, and why America still defends flows it no longer relies on. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intelligence Desk. Live access to The Call is...
The Pentagon is reviewing plans for the joint provision of nuclear submarines to Australia, a deal seen as the pillar of the trilateral security partnership between Australia, the U.K., and the U.S., or “AUKUS.” The review has sparked alarm in both Canberra and London and raises hard questions about U.S. shipbuilding capacity, defense readiness, and Washington’s long-term vision for deterrence in the Indo-Pacific. Former Deputy Secretary of State Dr. Kurt Campbell, a driving force behin...
Southeast Asia is stuck in the middle; caught between Washington’s push to address Chinese trade practices and Beijing’s growing economic clout. This week’s guest, John Goyer, VP for Southeast Asia & Oceania at the U.S. Chamber of Commerce,has recently returned from a tour across the region—and joined this week’s episode to unpack how governments are navigating the pressure. - The Call is a series of live video conversations featuring expert guests from the U.S. Chamber's Global Intellig...
Tariffs don’t just change the cost of goods—they change where, how, and even if goods move at all. Recent trade talks threaten to upend these logistics for U.S. businesses and consumers. Uncertainties over the scope of the tariff regime, meanwhile, are growing after the U.S. Court of International Trade ruled against the administration’s key justification for the levies. All of which raises questions for the business community: * Can supply chains adapt to a ne...
Lawrence H. Summers, Charles W. Eliot University Professor and President Emeritus at Harvard University, joins Jay to discuss the evolving role of the dollar in the global economy. As a former U.S. Treasury Secretary and Director of the National Economic Council, Summers brings decades of insight into the forces shaping global markets. He is now raising pointed concerns about how the new tariff regime could threaten confidence in the U.S. dollar and America’s role as the world’s financial saf...
In today’s episode of The Call, Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, lays out why the U.S. Federal Reserve is cornered by rising tariffs, sticky inflation, and mounting political pressure. As businesses brace for slower growth and the Fed takes a wait-and-see stance, Kaplan joins Jay Sapsford to explain why this moment calls on business leaders to be risk managers, not forecasters—and what’s at stake if confidence in U.S. markets c...
With U.S. tariffs back in play, Canadian businesses are bracing for a long, politically charged road ahead. Candace Laing, President and CEO of the Canadian Chamber of Commerce, joins Jay Sapsford to unpack rising trade tensions between two of the world’s closest allies—and what they mean for the $3.6 billion in business that happens across the U.S.–Canada border every day. Can one of the world’s most integrated trading relationships withstand this pressure? - The Call is a series of live vi...
The U.S.-China relationship is at its most strained point in decades, with tariffs surging, trade collapsing, and trust evaporating. Jeremie Waterman, President of the China Center at the U.S. Chamber of Commerce, warns that this moment didn’t begin with Trump or Biden—but with long-running structural forces on both sides. He joins Jay Sapsford on The Call to break down China’s push for self-reliance, what’s really driving decoupling, and, in a race against the clock, what both sides need to ...
India is the world’s most populous country, its economy is growing at 7%—but is that enough? India could grow old before it grows rich, warns Raghuram Rajan, former Governor of the Reserve Bank of India and Professor at Chicago Booth School of Business. He joins Jay Sapsford on The Call to unpack the demographic boom, the myth of manufacturing, and why India’s real opportunity may lie in services, not supply chains. - The Call is a series of live video conversations featuring expert guests f...
“Each side has essentially put trade embargoes on the other,” warns Wall Street Journal Chief China Correspondent Lingling Wei. With Xi Jinping doubling down on strategic industries and bloc-building abroad, Wei argues today’s rift goes beyond tariffs—it’s about ideology and long-term power. She joins Jay Sapsford on The Call to break down the risks of escalation, China’s limited pain tolerance, and why the neither side should assume it holds all the leverage. - The Call is a series of live ...
Global markets have entered a period of intense volatility after the U.S. announced a new round of tariffs last week, putting a floor of 10% on most goods entering the country and targeting specific nations for double digit duties. Some economists now say the chances of a recession – both at home and abroad – are growing. Mark Zandi, Chief Economist at Moody's Analytics, joins us to assess these rapidly moving developments. We’ll explore the possible macroeconomic scenarios, and the pol...
The USTR is proposing steep docking fees on Chinese-built ships to counter China’s rapid rise in shipbuilding; a sector the U.S. says benefits from unfair trade practices. The proposed fees—up to $1.5 million per port call—aim to curb reliance on Chinese shipbuilding and reignite domestic capacity. But opponents say the policy could backfire, harming U.S. competitiveness across agriculture, energy, and logistics while doing little to revitalize shipyards. Given the U.S. reliance on Chin...
AI is everywhere. It is the most mentioned term in corporate earnings reports, a driving force behind market shifts, and, most importantly, the technology most shaping the future of warfare and global security. The U.S. now faces challenges to its AI dominance as rivals – notably China – scramble to develop advanced AI-driven military capabilities. Paul Scharre, a former Pentagon official and the author of Four Battlegrounds: Power in the Age of Artificial Intelligence, sees both risks...
Comments
Download from Google Play
Download from App Store
United States