New Episode Drop – I Like to Move It: Tariffs, Trade & Turbulence

We’re back with a powerful new episode of I Like to Move It, your go-to podcast for decoding the shocks and signals of global trade and markets.

This week, Alice and Mr R sit down once again with the brilliant Tim Clark, Head of Mining Research at SBG Securities (Standard Bank Group), to unpack one of the most pressing topics in international business today: tariffs.

From President Trump’s sweeping April tariff announcements to the ripple effects on trade dynamics, manufacturing strategies, and commodity pricing—Tim shares sharp, clear-eyed insights from nearly 20 years in the mining and commodities space.

Highlights include:

• The impact of tariffs on inflation and commodity flows
• How “fair trade” is defined (and disputed) in global negotiations
• What businesses should watch over the next 3–6 months
• Why globalization may be evolving—not unraveling
• Whether you’re in supply chain, finance, or strategic planning, this episode offers essential perspective on a fast-moving landscape.