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High Velocity Lessons on Lobbying and Trade W/ Samir Kapadia

Art of Supply

Release Date: 06/12/2025

Target Steps Back from ‘Stores as Hubs’ Digital Fulfillment show art Target Steps Back from ‘Stores as Hubs’ Digital Fulfillment

Art of Supply

“It's also important to note that while our stores are fulfilling more digital orders it's not coming at the cost of in-store sales…our stores as hubs strategy isn't putting our core business at risk. It's simply helping us grow faster.” - Brian Cornell, Target CEO, in 2019 In August, Target announced that they would be backing away from their ‘stores as hubs’ program. The program started in 2017 and used dedicated spaces in the backrooms of regular Target stores to fulfill the company’s digital orders. The ‘stores as hubs’ program was rolled out with huge fanfare… and a...

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Honk If You’re Qualified: Understanding CDL Safety show art Honk If You’re Qualified: Understanding CDL Safety

Art of Supply

If you want to operate a truck over 26,000 pounds, earn money for doing it, and cross state lines… then you need to have a Commercial Driver’s License (CDL). Truck drivers are essential to the economy, and so having a CDL is a real asset. It offers job security and flexibility, as well as solid earnings and great benefits. In fact, CDLs are so valuable that even people who haven’t earned one are willing to break the rules to get one. But having unqualified commercial drivers on the road is a danger to everyone. In this episode of the Art of Supply podcast, Kelly Barner covers the right...

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Can Apple Reshore the iPhone? show art Can Apple Reshore the iPhone?

Art of Supply

“We’re committed to supporting U.S. suppliers involved in every key stage of the chip-making process — from the earliest stages of research and development, to final fabrication and packaging.” - Sabih Khan, COO at Apple In April, President Trump said that he wants the Apple iPhone to be manufactured in the United States.  The iPhone’s 2,700 components currently come from 187 suppliers in 28 countries, according to an article from the Financial Times, and less than 5 percent of the total components are manufactured domestically.  Apple ships 438 iPhones every minute, and 85...

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Shipments Under Siege: The Growing Problem of Cargo Theft show art Shipments Under Siege: The Growing Problem of Cargo Theft

Art of Supply

The supply chain faces a lot of challenges right now: geopolitical unpredictability, tariff uncertainty, the end of de minimis exemptions, and constantly changing regulations worldwide. It doesn’t need one more problem - but it has one anyway. And that’s cargo theft. According to Senator Deb Fischer (R-Neb), since 2021, there has been a 1,500% increase in cargo theft incidents in the U.S., costing $35 Billion annually. The Transportation Intermediaries Association (TIA) has reported that cargo theft grew by over 600% between November 2022 and March 2023 alone, less than 6 months. ...

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Lost at Sea: Can the U.S. regain maritime dominance? show art Lost at Sea: Can the U.S. regain maritime dominance?

Art of Supply

“Today, the U.S. ranks 19th in the world in commercial shipbuilding, and we build less than 5 ships each year, while the PRC is building more than 1,700 ships. In 1975, the United States ranked number one, and we were building more than 70 ships a year.” - Katherine Tai, U.S. Trade Representative (2021-2025) The Trump Administration is on a mission to make shipbuilding great again… a bipartisan effort that started during the Biden Administration. In the spring of 2024, the U.S. Trade Representative released the findings and recommendations of a Section 301 investigation into whether or...

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From Billable Hours to Measurable Impact: The GSA’s Push for Outcome-Based Contracts show art From Billable Hours to Measurable Impact: The GSA’s Push for Outcome-Based Contracts

Art of Supply

“If you’re as good as you say you are, you should be able to keep your cost structure down, deliver the mission and the outcome, and still make a margin.” - Josh Gruenbaum, Commissioner of the Federal Acquisition Service at the GSA The General Services Administration (GSA), responsible for Federal contracting, has been making DOGE-style headlines of their own this year. In late June, they sent a letter to a number of large consulting firms under contract, looking for opportunities to reduce spending and better understand the work that is underway. Josh Gruenbaum, who is overseeing the...

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Coming Unchained to Embrace Global Supply Networks W/ Tim Richardson show art Coming Unchained to Embrace Global Supply Networks W/ Tim Richardson

Art of Supply

“We've had this whole period of trying to manage supply chains for lowest cost, whereas I think now we're managing for resilience at a managed cost and at an acceptable cost.” - Tim Richardson, Founder and CEO, Iter Consulting Supply chains aren't really chains anymore. They're complex, interconnected networks.  Supply networks are anything but predictable. What used to be straightforward relationships between suppliers and customers have become webs of interconnected partnerships, each with its own risks and opportunities. The leaders and teams who succeed in this environment...

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What Restaurants Can Teach Us About Procurement & Supply Chain show art What Restaurants Can Teach Us About Procurement & Supply Chain

Art of Supply

“The way you do one thing is the way you do everything, and we found, over and over, that precision in the smallest of details translated to precision in the bigger ones.” - Will Guidara, Unreasonable Hospitality There are a lot of opportunities for crossover learning between running a restaurant and working in procurement or supply chain. Both fields are highly operational and process driven, not to mention measured by known, benchmarkable performance metrics.  In the book “Unreasonable Hospitality: The Remarkable Power of Giving People More than They Expect” by Will Guidara, we...

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Making the Pivot to AI-enabled Global Sourcing W/ Anthony Sardain show art Making the Pivot to AI-enabled Global Sourcing W/ Anthony Sardain

Art of Supply

“There is a world where we can have a much more dynamic supply chain. Certainly, the current set of brands that are experiencing the squeeze from the tariffs would definitely benefit from being able to pivot their supply chain pretty quickly.” - Anthony Sardain, Founder and CEO of Cavela For all of the enthusiasm about AI, global sourcing is one of the processes that has remained predominantly human. Between the complexity of specifications and the relationship-based exchanges of information, it has been too ‘messy’ for straight automation - until now. Anthony Sardain is the founder...

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Remembering Fred Smith: FedEx Founder & Supply Chain Visionary show art Remembering Fred Smith: FedEx Founder & Supply Chain Visionary

Art of Supply

“Life is short and it ends, the clock is ticking. Don’t get all wrapped up in your personal self, that’s a very unhealthy thing to do.” - Fred Smith, Founder of FedEx (1944 - 2025) On June 21, 2025, the business world - more specifically the supply chain world - lost a giant. FedEx Founder Fred Smith passed away at the age of 80. Frederick Wallace Smith was born in Marks, Mississippi in 1944. According to common anecdotes, he first imagined a company that could provide overnight delivery for an economics paper he wrote while studying at Yale in 1965 - and he got a C because the...

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“In this climate of being a trade professional in Washington, expect to be in an Uber for about half of the day and then the other half of it sitting in rooms making cases of why people either should be not paying tariffs or how other people should be paying tariffs.” - Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index

Supply chain professionals have always had to keep a close eye on trade–both the policies and the geopolitical happenings that affect it. But with tariffs launching trade-related topics to the top of the news cycle repeatedly since January, all of us - supply chain professionals and otherwise - have learned something new. 

One person who spends a majority of his time right in the thick of it all is Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index. 

Samir and Kelly Barner have discussed global sourcing and tariffs in the past, but in this interview they take a broader approach, exploring how trade policies and lobbying intersect and what they really mean in today's volatile geopolitical environment.

In this episode of the Art of Supply podcast, Samir shares his expertise about the:

  • Nuances of trade relationships between companies and governments
  • Factors that influence trade agreements and tariffs
  • Types of lobbying methods that influence and shape trade practices

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