In this episode, cotton expert Tim North discusses global cotton production, trade dynamics, and government support programs in key countries like the U.S., India, China, and Pakistan. He highlights how subsidies distort markets, why some traditional exporters have become importers, and the challenges facing producers.

The conversation also covers the rise of regenerative and traceable cotton as scalable, sustainable alternatives to organic cotton. Looking ahead, North sees little short-term price movement unless supply issues, especially in Texas, disrupt the market.

Want more of Tim’s insights and expertise? Go knock on the door: https://www.timnorthcotton.com/

Andrew and Umer Farooq Qureshi pull back the denim curtain to reveal Levi’s jaw-dropping 62% margin is built on supplier suffering. From closed-door biddings to so-called partnerships, from collapsing currencies to cotton politics, this episode shows exactly how the kings (brands) are bleeding the commoners (factories) dry, and what happens when the commoners stop playing nice. This isn’t just a talk about jeans. It’s about fairness, futures, and who gets crushed when a spreadsheet wins.

👉 Want the backstory? This whole conversation was sparked by Umer’s LinkedIn post: The Things No One Tells You but You Should Know If You’re a Levi’s Supplier

In this solo episode, Andrew returns from a whirlwind week—first as a guest at the Kingpin Show in Amsterdam, his first time attending since selling the business, and then at a high-level diplomatic event in Washington, D.C.—to share unfiltered reflections on industry dynamics, global economic shifts, and the rising impact of U.S. tariffs. From the importance of venue vibes to why group negotiations could save the supply chain, this candid conversation covers it all. Plus, insights from an unexpected bright spot: Pakistan’s surprising economic turnaround.

Got thoughts on the episode or something you'd like Andrew to cover next? He’d love to hear from you: amolah@olah.com.