Justin Hayden Miller

Global Trade Deciphered

Global Trade Deciphered explores global trade and the economy concerning geopolitics and topical news events, featuring expert analysis from leading world-class guests. Hosted by Justin Hayden Miller, a global trade advisor and strategist, former international trade and tax partner at a top-tier European law firm and former senior leader at the Big-4. Essential listening for business leaders, policymakers, and anyone curious about international business and trade policy.

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14 April 2026

Digital Tariffs Are Back – WTO Moratorium Dies as Global Chokepoints (Hormuz, Suez, Panama) Go Critical | Fireside Chat

Send us Fan MailThe WTO just dropped a quiet bombshell that could reshape digital trade overnight.In this relaxed Fireside Chat episode of Global Trade Deciphered, Justin Hayden Miller sits back in the armchair and breaks down why the 28-year-old WTO e-commerce moratorium has officially lapsed — and what that means for streaming services, SaaS subscriptions, cloud data flows, and cross-border...

31 March 2026

Tintin’s Black Gold Warning: Hormuz, Kharg Island, Red Sea Houthi & $150 Shock

Send us Fan MailTintin warned us in the 1950s. In 2026 the Red Sea and Strait of Hormuz are exploding just like the comic – and $150 oil is no longer science fiction.In this episode I crack open Hergé’s Tintin: Land of Black Gold and show how its 1950s story of sabotaged tankers, exploding fuel and Middle East intrigue is playing out in real time in the 2026 Red Sea Houthi crisis and Hormuz oil...

16 March 2026

Strait of Hormuz Crisis 2026: Customs Compliance Survival Guide with Maersk's William Petty [TOP EXPERT INTERVIEW]

Send us Fan MailIn this episode we discuss how businesses might handle the compliance chaos of the Strait of Hormuz blockade—ships stalled, oil prices soaring, supply chains crumbling etc.. How are businesses dodging compliance pitfalls amid this geopolitical storm? Maersk's innovation Lead and expert, William Petty, reveals insider strategies.Strait of Hormuz disruptions: Seafarers at risk,...

02 March 2026

Iran War: Oil Crisis - First reactions

Send us Fan MailIran Hormuz Crisis escalates and is now closed: US-Israel strikes trigger Iranian retaliation, IRGC warnings halt tanker traffic through the Strait of Hormuz (20% of global oil supply at risk). Brent crude prices surging, with analysts warning $100-150+ if disruptions persist. Major carriers (Maersk, MSC, Hapag-Lloyd) suspend transits—shipping chaos compounds delays and fuel...

20 February 2026

Supreme Court Strikes Down Trump's IEEPA Tariffs, with US Trade Lawyer, Jeremy Page [TOP EXPERT INTERVIEW]

Send us Fan MailSupreme Court Strikes Down Trump's IEEPA Tariffs – Historic 6-3 Ruling BreakdownFebruary 20, 2026: The U.S. Supreme Court rules President Trump's use of the International Emergency Economic Powers Act (IEEPA) for tariffs is illegal. No presidential authority for tariffs under IEEPA—Congress holds taxing power. Invalidates 10% baseline global tariffs, higher targeted duties on...

17 February 2026

Gold Surging Past $5,000 in 2026: De-Dollarization & Risks of War

Send us Fan MailGold has surged past $5,000 per ounce in 2026, hitting highs above $5,600 in January. What is driving this dramatic rally—and what does it signal for global trade and financial global order?Justin Hayden Miller breaks down the key forces behind gold's explosive move, including surging safe-haven demand, central bank purchases, and growing discussions around de-dollarization. The...

02 February 2026

Mark Carney’s Davos Rupture: Why Global Trade Rules Are Dead (And What Comes Next)

Send us Fan MailJustin Hayden Miller breaks down Canadian Prime Minister Mark Carney's explosive Davos speech at the World Economic Forum. From tariffs weaponized as leverage to supply chains exposed as vulnerabilities, explore how great powers are accelerating chaos in international commerce. Is this a rupture or a salvageable transition? Miller unpacks the geopolitics with sharp insights,...

20 January 2026

EU-Mercosur Trade Deal Signed: 2026 Farmer Protests, Anti-Trump Pivot & 26-Year Saga

Send us Fan MailIn this episode of Global Trade Deciphered, host Justin Hayden Miller discusses and analyses the newly signed EU-Mercosur trade agreement between the European Union and Mercosur countries (Argentina, Brazil, Paraguay, Uruguay). Signed on January 17, 2026, after 26 years of negotiations, this landmark deal eliminates tariffs on over 90% of goods, boosts access to critical minerals...

05 January 2026

2026 Trade Predictions: Maduro's Capture, Supreme Court Tariff Ruling, Trump Policies & Global Shifts

Send us Fan MailMaduro in U.S. custody. Venezuela's oil under American influence. A pending Supreme Court decision that could ignite a new trade war. Welcome to 2026—it's already explosive.Just days into the new year, host Justin Hayden Miller unpacks the geopolitical shockwaves ripping through global trade. From U.S. control of Venezuelan energy to the tariffs showdown at the Supreme Court, this...

23 December 2025

Santa battling Trump's Tariffs & Melting Arctic Geopolitics: 2025 Global Trade Christmas Special

Send us Fan MailIn this special Christmas episode, host Justin Hayden Miller examines 2025's record-breaking global trade—surpassing $35 trillion—through the lens of Father Christmas and the challenges posed by Trump's tariffs, Arctic geopolitics, and climate change.Key TopicsTrump's tariffs and their impact on holiday imports, toys, and global supply chainsMelting Arctic ice opening new shipping...