Ambassador Demetrios Marantis, former Deputy U.S. Trade Representative, breaks down Canada’s retaliation playbook and reveals urgent survival tactics for companies with exposure to Canada, Mexico, and China.
Will automotive, agriculture, or tech be hit hardest? What hidden tax shifts—like a backdoor Value Added Tax—should U.S. businesses be worried about? And how does China’s quiet strategic response fit into this global economic standoff?
In this episode:
🇨🇦 Canada Retaliation Playbook: See which U.S. industries face new tariffs—and what Canadian officials are planning next.
🏭 Supply Chain Crisis: Why companies dependent on Canada and Mexico must act now to avoid disaster.
🇨🇳 China’s Trade Strategy: How Beijing is rewiring supply chains to outmaneuver U.S. policy.
💰 VAT via Trade Policy?: Discover if the administration is using tariffs to introduce a Value Added Tax.
🌏 TSMC & Panama Canal Shifts: BlackRock’s major investment moves and what they signal about the future of global trade.
• Follow Ambassador Marantis: https://www.linkedin.com/in/demetrios-marantis-2705aa6/details/experience/
📈 Subscribe for weekly insights!
• Follow Good Revenue:
- Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ
- Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473
- Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au
- Web: https://goodrevenue.io/goodrevenue
• Follow Neeta: https://www.linkedin.com/in/neetabidwai/
_
Highlights:
00:00 Introduction and Guest Welcome
00:19 Current State of Trade Wars
01:39 Tariffs and Trade Policy Strategy
05:19 Impact on Businesses and Consumers
08:18 Geopolitical Implications
18:39 China's Strategic Response
23:53 US-Russia Relations and Global Security
29:09 Future of Global Trade and Policy
32:15 Investment and Digital Trade Memos
38:15 Business Strategy and Risk Management
42:18 Opportunities Amidst Trade Challenges
44:42 Conclusion and Farewell
_
Referenced:
• Canada takes threats very seriously: https://www.bbc.com/news/articles/cvg198xxy1xo
• USTR 2025 trade agenda memo: https://ustr.gov/sites/default/files/files/reports/2025/President%20Trump's%202025%20Trade%20Policy%20Agenda.pdf
• Canada announces response to tariffs: https://www.canada.ca/en/department-finance/news/2025/03/canada-announces-robust-tariff-package-in-response-to-unjustified-us-tariffs.html
• Swift retaliation from Canada, Mexico, China: https://apnews.com/article/trump-tariffs-canada-mexico-china-643086a6dc7ff716d876b3c83e3255b0
• Blackrock buys stake in Panama Canal port: https://www.reuters.com/markets/asia/ck-hutchison-shares-jump-22-after-panama-canal-stake-sale-blackrock-2025-03-05/
• TSMC $100B investment in the U.S.: https://www.cfr.org/blog/unpacking-tsmcs-100-billion-investment-united-states
• U.S. lifting Russian sanctions: https://cepa.org/article/putin-prepares-sanctions-lifting-wish-list/
• Is the administration trying to implement a Value Added Tax (VAT) through trade policy? https://taxpolicycenter.org/briefing-book/value-added-tax-vat
• World Trade Organization (WTO): https://www.wto.org/
• WTO overview: https://www.congress.gov/crs-product/R45417?q=%7B%22search%22%3A%22wto%22%7D&s=1&r=1
","author_name":"Neeta Bidwai"}