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The ASCM Podcast: Tariffs, Inflation & Supply Chain Turbulence — Now on YouTube

July 10, 2025

Recently, the Association for Supply Chain Management (ASCM) released the YouTube edition of one of its highly watched episode of The Chain Podcast, featuring a deep-dive conversation between Abe Eshkenazi, President & CEO of ASCM, and David Steven Jacoby, President of Boston Strategies International.

The discussion unpacked the complex forces reshaping global supply chains—from tariffs and trade wars to ESG rollbacks, AI, and the shifting economics of critical materials. The video expands on topics that continue to dominate boardrooms and policy circles as companies confront unprecedented volatility.

Boston Strategies International’s President, David Steven Jacoby, brought insights from decades of advising governments, Fortune 500 manufacturers, and energy & infrastructure players across the U.S., Europe, Latin America, and Asia. Drawing on his recent advisory work, research, and book Trump, Trade, and the End of Globalization, David provided strategic context behind today’s policy decisions, negotiations, and industrial realignments.

The episode covers:

  • Why critical minerals, semiconductors, and EV batteries—not steel—anchor current U.S. trade discussions
  • How tariffs and inflation are driving a “free-for-all” pricing environment, and why companies claiming they’ll absorb costs are “lying”
  • The rise and fall of ESG—and why global supply chains are shifting from Decarbonizing” to “Recarbonizing”
  • Why AI-enabled tools will be essential for scalable Scope 3 reporting, especially for small and mid-sized suppliers
  • How agility and resilience now drive measurable shareholder value: as David notes, “Agility is like speaking multiple languages—hard to master, but essential to survive today’s volatility.”
  • The conversation also spotlights a Resilience Checklist that David previously developed for the National Association of Corporate Directors—available to any organization working on supply chain security and risk management.

The full video is now available on YouTube and provides a comprehensive, accessible breakdown of the economic, geopolitical, and technological forces shaping 2025–2030 global supply chains.

Watch the full episode here:
https://www.youtube.com/watch?v=wIS8O3AKD-I

Boston Strategies International is proud to collaborate with ASCM in delivering thought leadership aimed at strengthening global supply chain strategy, resilience, and competitiveness.

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