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The Master Investor Podcast with Wilfred Frost

The Master Investor Podcast with Wilfred Frost

If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway

Sep 22, 2026 · 1h 3m

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About this episode

What happens if the invisible system feeding and fuelling our planet suddenly breaks down? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Ed Conway, Economics & Data Editor at Sky News and bestselling author of Material World and Trade World. Drawing on Ed’s latest book, Trade World, they explore the enormous importance - and growing fragility - of global trade, and why the hyper-efficient, just-in-time supply chains that have delivered decades of cheap goods are increasingly vulnerable to tariffs, geopolitical friction and war. Ed offers some stark warnings about what could happen if the global trading system begins to break down: “So if we were to have a kind…