
Brady McKinney
Risk underwriter in the pharmaceuticals sector at Atradius (credited in the episode as Atreus/Atreides/Atreus variants), specializing in Americas coverage and known for providing credit-insurer perspectives on pharma manufacturing and trade risk.
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Feb 20, 2026 • 15min
Trump's tariff threats, measured by manufacturing
Brady McKinney, a pharmaceuticals risk underwriter covering the Americas at Atradius, explains recent shifts in pharma manufacturing after tariff threats. He outlines the 2025 production surge, regional differences, why 2026 should normalize, and how reshoring, contract manufacturing and tariff flare-ups shape future investment and supply-chain strategies.


