In this episode of The Korea Pro Podcast, Jeongmin, John and Joon Ha dissect a week dominated by U.S. volatility and South Korea’s response. They start with Washington’s first government shutdown since 2019, examining its implications for trade negotiations, U.S. Forces Korea operations and the Bank of Korea’s policy outlook.



The team then unpacks the Trump administration’s proposed semiconductor-content tariffs, a measure that could upend Seoul’s $350 billion investment-for-tariff deal and strike at the heart of South Korea’s export economy. They also discuss the U.S. decision to clear Seoul of currency manipulation, and why it offers only fleeting relief.



Turning to domestic policy, the hosts analyze President Lee Jae-myung’s new “self-reliant defense” doctrine and the ruling party’s abolition of the breach of trust crime, a landmark shift in corporate law. They close with the government data hub fire that has paralyzed ministries weeks before the APEC summit, exposing vulnerabilities in South Korea’s digital infrastructure.



About the podcast: The Korea Pro Podcast is a weekly conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday.



This episode was recorded on Thursday, Oct. 2, 2025.



Audio edited by Gaby Magnuson