In this episode of On the Surface, Seth sits down with Brad Marotti to unpack the real-world impact of geopolitics on businesses—from tariffs and trade policies to wars, supply chain disruptions, and volatile fuel prices.

What starts as a simple question—“What is geopolitics?”—quickly turns into a practical discussion about how global events ripple through industries, affecting everything from input costs and logistics to financing and long-term planning. Seth and Brad break down the concept in plain terms, framing geopolitics as not just distant policy decisions, but everyday forces that directly shape how businesses operate.

A major focus of the conversation is how rising input costs affect operations. Using relatable examples—from lumber price spikes during COVID to current increases in fuel, steel, and asphalt—they explain how even small shifts in global supply and demand can drastically change the cost structure of a business. Through their own experience in construction materials, they illustrate how a 50% increase in fuel can translate into millions of dollars in additional annual cost.

The discussion also explores how supply chain disruptions and trade restrictions force companies to adapt. Whether it’s navigating tariffs, rerouting logistics, or dealing with limited access to key materials like semiconductors, businesses must continuously adjust to an unpredictable global environment. Seth and Brad highlight how these challenges often require quick decision-making and creative problem solving just to maintain stability.

They also dive into the broader financial implications, including how uncertainty impacts lending, investment strategies, and access to capital. As global volatility increases, companies and investors alike tend to shift toward safer, more stable options—often at the expense of growth opportunities. This shift creates ripple effects that influence everything from expansion plans to hiring decisions.

Another key theme is the role of government policy and infrastructure funding. In industries tied closely to public investment, changes in things like fuel taxes or federal funding can significantly alter the amount of available work. Seth and Brad walk through how even well-intentioned policies—like temporarily reducing fuel taxes—can create unintended consequences for businesses that rely on those funds.

Throughout the episode, they emphasize the importance of communication, adaptability, and proactive planning. From using pricing indexes to manage volatility, to staying connected with industry associations and policymakers, they outline practical ways companies can navigate uncertainty while protecting both their business and their customers.

It’s a grounded, insightful conversation that connects global headlines to day-to-day business realities—showing how geopolitics isn’t just something happening “out there,” but a constant force shaping decisions, costs, and opportunities at every level.

Thanks for listening!

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