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End of an Era: Jacob Shapiro on Why Globalization Was a 30-Year Aberration

Mauldin Economics COO Ed D’Agostino interviews the master of nuance Jacob Shapiro, a partner at Cognitive Investments and co-founder of Geopolitical Futures with the legendary George Friedman. Jacob breaks down why the last 30 years of globalization were an aberration, how it started to unwind with Obama’s tire/poultry trade war, and which country will become “the next China.”

You can learn more about Jacob Shapiro here:
https://www.cognitive.investments/Jacob-Shapiro

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https://www.mauldineconomics.com/go/JM528G/YTB

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https://twitter.com/EdDAgostino


Time stamps:

00:00 – Get used to higher prices

00:25 – Intro to Jacob Shapiro

02:29 – The nuances of “reshoring” away from China

07:17 – Mexico’s new trade leverage over the US

10:58 – What you can’t have without globalization

15:51 – China’s real estate problem

22:01 – What China’s tech is capable of

23:58 – Taiwan’s future

30:44 – Saudi Arabia’s push to modernize
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John Mauldin
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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