| 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 Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528G/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: 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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