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Episode Description

The UK just delivered its Autumn Budget 2025 – and it’s sending louder signals to global trade and geopolitics than most people realise.

In this unscripted, coffee-accompanied episode, Justin Hayden Miller zooms out to explore the global trade and strategic implications of Chancellor Rachel Reeves’ announcements – why the UK is rapidly becoming the world’s real-time economic laboratory, and what the rest of us should be watching for.

Key global trade and policy signals discussed:

• “If you build here, Britain will back you” – the UK’s carrot version of Trump’s industrial-policy stick
• The end of the £135 de minimis threshold: full customs duties and VAT on every imported parcel from March 2029 (yes, the same policy Trump is pushing in the US)
• Pay-per-mile road pricing for EVs from 2028 – and why it risks sending exactly the wrong green signal
• Defence spending heading to 2.6% of GDP by 2027 and Europe’s quiet pivot to a war economy
• Phasing out hotels for asylum seekers + the surprising question: will humanoid robots soon face immigration quotas?
• Why simultaneous reindustrialisation + export-led growth for every major economy is mathematically impossible

This is not a budget line-item recap. It’s a strategic conversation about protectionism dressed in new clothes, the return of industrial policy, and the fast-changing intersection of trade, technology, and geopolitics.

Essential listening for anyone involved in international supply chains, customs planning, EV strategy, geopolitical risk, or industrial policy – in any country.

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*Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.