Pathways

Is de-globalization real? New trade dynamics and US industrial policy

August 18, 2023 Season 3 Episode 10
Pathways
Is de-globalization real? New trade dynamics and US industrial policy
Show Notes Chapter Markers

Is de-globalization the right term for what is occurring in the world today? How should global investors define "globalization" and view the current dynamics and trends being seen in global trade?   

Join us for a group discussion that unpacks the data, offering historical context on trade patterns and international perspectives on trends like US "re-shoring" and "near-shoring."

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Globalization as measured by trade & investment
The age of hyper-globalization and long-run trends
Trade barriers and their effects
Are re-shoring trends real?
Analyzing spending on US tech manufacturing
Closer to home: Signs of "near-shoring"
Structural drivers beyond geopolitics
Is it a new macroeconomic era?
The 2021 US Infrastructure Investment and Jobs Act as bellwether