Inside CVC by u-path
In this Inside CVC Encore episode, Deborah Elms joins Steve and Philipp for a timely conversation on the Supreme Court’s ruling against the Trump administration’s use of IEEPA tariffs—and why the ruling did not end tariff uncertainty. Deborah explains what happened in the first 72 hours after the decision, why companies faced immediate confusion over tariff rates, exemptions, and refunds, and how the administration’s pivot to other trade tools could create a more durable, more complex tariff environment. The conversation is newly relevant as businesses begin seeking refunds tied to the ruling, with refund processing now underway but expected to remain administratively complex. It also lands amid continued Middle East instability, where infrastructure, energy, and desalination have become part of the broader risk landscape. For boards, CEOs, strategy leaders, and corporate venture teams, this episode is about more than tariffs. It is about volatility, executive power, supply chains, regional trade blocs, and what it means to operate when the assumptions of the last 80 years no longer feel stable. Support the show [https://www.buzzsprout.com/2466712/support] Catch up on all episodes of Inside CVC at www.u-path.com/podcast.
41 episodios
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