Geoeconomic Competition

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Geoeconomic Competition

Francesca Ghiretti

42 episodes

1 day ago

On 5 November, the Supreme Court of the United States heard oral argument on the use of the International Emergency Economic Powers Act (IEEPA) by Donald Trump to impose sweeping tariffs. The decision, which is expected in the next few months, will determine the future of both Fentanyl tariffs as well as Liberation Day tariffs. The decision, however, will have much wider and deeper implications for Trump's wider approach to trade as well as the functioning of check and balances in the United ...

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Social Sciences

All content for Geoeconomic Competition is the property of Francesca Ghiretti and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

On 5 November, the Supreme Court of the United States heard oral argument on the use of the International Emergency Economic Powers Act (IEEPA) by Donald Trump to impose sweeping tariffs. The decision, which is expected in the next few months, will determine the future of both Fentanyl tariffs as well as Liberation Day tariffs. The decision, however, will have much wider and deeper implications for Trump's wider approach to trade as well as the functioning of check and balances in the United ...

Show more...

Social Sciences

Episodes (20/42)

Geoeconomic Competition

The future of IEEPA tariffs with Geoffrey Gertz

On 5 November, the Supreme Court of the United States heard oral argument on the use of the International Emergency Economic Powers Act (IEEPA) by Donald Trump to impose sweeping tariffs. The decision, which is expected in the next few months, will determine the future of both Fentanyl tariffs as well as Liberation Day tariffs. The decision, however, will have much wider and deeper implications for Trump's wider approach to trade as well as the functioning of check and balances in the United ...

1 day ago

41 minutes

Geoeconomic Competition

What's going on with Nexperia with Judith Huismans

In October, the Dutch government took over Nexperia, a Dutch chip maker owned by the Chinese Wingtech. The initial and main reason for the takeover was bad management. In the meantime, tensions between The Netherlands and China have escalated, a Chinese delegation visited Brussels and Trump and Xi met. To understand why this is so important and what is happening with Nexperia, Francesca Ghiretti has a chat with Juidth Huismans, Research Leader at RAND Europe's The Hague office.

5 days ago

20 minutes

Geoeconomic Competition

Deep Dive: What to expect from China's 15th Five Year Plan with Gerard DiPippo

The 4th Plenum unveiled information about what to expect from China's 15th Five Year Plan (March 2026). Francesca Ghiretti chats with Gerard DiPippo, an Associate Director, RAND China Research Center and expert in China's economy to analyse what we can expect, clarify key point and untangle contradictions.

1 week ago

35 minutes

Geoeconomic Competition

Deep Dive: China's Export Controls with Rebecca Arcesati

This episode is a deep dive into the details of the development of China's export controls, from 2022 to the updates of October 2025. Rebecca Arcesati is Lead Analyst, in the Science, Technology and Innovation Programme at MERICS.

2 weeks ago

41 minutes

Geoeconomic Competition

The Key is Heavy Rare Earths with Jason Bedford

Francesca Ghiretti speaks with Jason Bedford, Visiting Senior Research Fellow at the East Asian Institute, National University of Singapore. In his paper RARE EARTHS AND INDUSTRY: WHY DEPENDENCE ON CHINA ENDURES, Jason explores the details of China's REE leverage. In this episode, we unpack why the difference between heavy and light REE matters and stands at heart of China's ability to impose painful export controls. Apologies for the audio quality, I had a cold.

3 weeks ago

19 minutes

Geoeconomic Competition

The importance of migration for European competitiveness with Alberto Rizzi

In this episode, Francesca Ghiretti hosts Alberto Rizzi, Policy Fellow at the European Council on Foreign Relations' Rome office. In his policy brief "Markets, migrants, microchips: European power in a world of demographic change", he tackles an issue at the heart of European ability to compete economically. demographics. What's Europe's demographic situation? What are some best practices that exist in the world and in Europe that we should support and adopt? How important is to think about a...

1 month ago

26 minutes

Geoeconomic Competition

The Hidden Risks of Connected Vehicles with Project Lion Cage

In this episode, Francesca Ghiretti hosts the leader of Project Lion Cage, Tor Indstoy and Arild Tjomsland. The project "explores how everyday connected technology—such as smart vehicles and IoT systems—could be exploited in future security crises". How do connected vehicles work? What type of data they collect and where are they stored? Can these vehicles be remotely hijacked? What are mitigating measures that can be adopted? A few highlights: - When it comes to Chinese made EVs, 90% of data...

2 months ago

29 minutes

Geoeconomic Competition

Is the EU stuck between a rock and hard place? with Iana Dreyer

In this episode, Francesca Ghiretti chats with Iana Dreyer, Founder and Editor ot Borderlex, a magazine specialised in trade. With Iana, we try to understand the implications of the EU-China summit as well as the tariff "deal" between the EU and the US. We touch upon EU resilience and strategic autonomy and what are the options for the EU ahead.

3 months ago

29 minutes

Geoeconomic Competition

The Defence Spending-Growth Conundrum with Stuart Dee

In this episode, Francesca Ghiretti chats with Stuart Dee, Research Leader and co-Director of the Centre for Defence Economics and Acquisitions at RAND Europe. Stuart joined RAND after spending over a decade in industry, most recently at Rolls-Royce plc where he was involved in a number of large defence programmes including Eurofighter Typhoon, the Future Combat Air System and AUKUS. In light of the recent NATO Summit in The Hague and the push across Europe for defence spending, the episode u...

4 months ago

40 minutes

Geoeconomic Competition

The US-China "deal" with Reva Goujon

This is the third episode of the Geoeconomic Competition series on new "trade" deals. In this episode, Francesca Ghiretti chats with Reva Goujon, Director at Rhodium Group. What are the tariffs China and the US imposed on each other? How has the Geneva "deal" changed those tariffs? What has happened since then and what can we expect from the coming month - after the pause ends? Are some of the questions analysed in this episode

5 months ago

30 minutes

Geoeconomic Competition

The EU-UK deal with Georgina Wright

This is the second episode of the Geoeconomic Competition series on new "trade" deals. In this episode, Francesca Ghiretti chats with Georgina Wright, special adviser to the president and senior fellow at GMF. How did we get to the EU-UK summit, what does the deal (memorandum of understanding) contain? What are its shortcomings and successes? But most importantly, what can we expect next?

5 months ago

23 minutes

Geoeconomic Competition

The UK-US prosperity deal with Sam Lowe

This is the first episode of series on new "trade" deals and they are and will shape the global system. The UK has been the first country to strike a deal with the US after Washington imposed widespread tariffs. In this episode, Francesca Ghiretti unpack the UK-US "Prosperity Deal" its implication for the UK and what it tells about future similar deals with Sam Lowe, Partner at Flint Global and heads of trade and market access practice.

5 months ago

29 minutes

Geoeconomic Competition

China's response to Trump tariffs with Henry Gao

In this episode, Francesca is joined by Henry Gao, Professor of Law at the Singapore Management University. The episode unpacks US tariffs against China, China's response and potential future responses and the impact on global trade.

6 months ago

25 minutes

Geoeconomic Competition

Tariffs and the EU's response with Tobias Gehrke

In this episode, Francesca Ghiretti chats with Tobias Gehrke, Senior Policy Fellow at the European Council on Foreign Relations (ECFR) and an expert in European economic security. The episode unpacks US tariffs agains the EU, EU response and potential future response and what may be in the EU's playbook.

7 months ago

28 minutes

Geoeconomic Competition

The EU Green Industrial Plan with Simone Tagliapietra

The episode unpacks the EU Green Industrial Plan, Francesca is joined by Simone Tagliapietra, Senior fellow at Bruegel and Professor of Energy, Climate and Environmental Policy at the Catholic University of Milan and at The Johns Hopkins University - School of Advanced International Studies (SAIS) Europe. We talk about the six pillars of the plan, path to implementation, challenges and the relationship with defence industrial policy.

7 months ago

31 minutes

Geoeconomic Competition

Trump's Economic Statecraft with Philip Luck

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Philip Luck, Director of the CSIS Economics Program and Scholl Chair in International Business. He served in the Biden-Harris administration as the deputy chief economist at the U.S. Department of State. As the Trump administration keeps adopting new tariffs, we investigate what the are the main drivers of the US economic statecraft toolbox, and what may be future developments for tariffs and beyond.

8 months ago

34 minutes

Geoeconomic Competition

The role of the super rich with Guido Alfani

In this special episode of Geoeconomic Competition, Francesca Ghiretti talks with Guido Alfani, Professor Economic History at Bocconi University in Milan and author of "As Gods among Men. A History of the Rich in the West". As 2025 brings new challenges, this unusual episode delves in some of the key questions of our time explored in the book such as how the rich historically helped their societies in times of crisis, why they no longer do, and what that may mean for social stability.

8 months ago

38 minutes

Geoeconomic Competition

Implications for partners of the AI diffusion framework with Emily Kilcrease

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Emily Kilcrease senior fellow and director of the Energy, Economics, and Security Program at the Center for a New American Security (CNAS), and co-host of CNAS' podcast De-risky Business. The episode dives into the details of the AI Diffusions Framework with an eye to the implication for US' partners. It unpacks the innovative elements of the framework, how they impact US partners and whether it may become a blueprint f...

9 months ago

28 minutes

Geoeconomic Competition

Nippon Steel almost acquisition of US Steel with Deborah Elms

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation. The episode analyses the case and long adventure of Nippon Steel's acquisition of US Steel. Despite the lack of clear national security threats, the deal has been (temporarily) blocked by US President, Joe Biden. The episode analyses the importance of this case in the broader picture of how investment screening may be changing, the growing tension between...

10 months ago

28 minutes

Geoeconomic Competition

Let's talk about Northvolt with Cecilia Trasi

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Cecilia Trasi, Research Analyst at Bruegel. The episode analyses the case of Swedish battery manufacturing Northvolt. Why it was/is the big European hope in battery manufacturing? What led it to file for bankruptcy? What can Europe learn from this?

11 months ago

38 minutes