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16 results for “government policy”
“In our business, you have to focus on the long term and the long term fundamentals. In the pensions business, the long term fundamentals are really about people needing and therefore saving money for retirement. Government policy doesn't change that.”
...policy doesn't change that because the dynamics,
21:51 / 22:13
Practical Framework21:51 – 22:13
...industrial policy. We don't have that here at all. And we try to do it. We do like the Chips Act, and it goes through commerce. We have government bureaucrats deciding how to spend $200,000,000,000 to modernize Intel, which needs to happen. I mean, I
55:26 / 56:35
from transcript55:26 – 56:35
“How UK's Startup Coalition lobbies government for better immigration and funding policies”
...want from government and from public policy, and then trying to convince people in government and the people who have the levers of power on public policy in The UK to do those things. So broadly spea
1:09 / 2:07
framework1:09 – 2:07
...industrial policy. They've also invested Subsidies, credit. Subsidies, credit, free energy. You know, they've also invested heavily in r and d, in in many sectors, the life sciences, obviously, AI among others, government subsidies and government inv
48:45 / 49:47
from transcript48:45 – 49:47
...policy. A sovereign wealth fund, I think, would be a stealthy way to create industrial policy in America. So rather than industrial policy in this context. So Example. In China, they wanna they wanna build chip fabs, and they wanna catch up to to, TS
54:45 / 55:49
from transcript54:45 – 55:49
...policy such that it realigns with the original intent and not feeling committed to a path where the policy is set in place, and that's the way we're gonna go regardless of what the intent was. So we think a lot more about the intent. And from a multi
11:47 / 13:09
from transcript11:47 – 13:09
...entirely out of the market, create a a trade incentive where the trade incentive basically will drive private markets, private capital to build that industry onshore here because there isn't one and there's demand for it because you've restricted acc
1:23:39 / 1:25:00
from transcript1:23:39 – 1:25:00
...trends is a government comes in and they campaign or they announce policy intent, and then they roll out policy. And that policy sometimes reflects the intent, sometimes gets Frankenstein ed away from what the original intent was, but businesses can
11:20 / 12:21
from transcript11:20 – 12:21
...government making money that the Congress then says, Hey, we've got more money. We've got more revenue. Let's spend more money. Because then they'll create a bunch of waste and nonsense that'll arise from having increased revenue. One side, and I wil
1:24:42 / 1:25:48
from transcript1:24:42 – 1:25:48
...policy shift in China today where the past six years, all the bank lending, everything has gone just to industry, and now all of a sudden, all you hear about is boosting consumption and boosting loans to local authorities and boosting loans to real e
11:15 / 12:22
from transcript11:15 – 12:22
...economic policy is fundamentally changing in DC? Because we're trying to sort of understand, you know, how much momentum and continuity there will be for just this general notion of what people call industrial policy. I do. I believe a lot of, minds
14:55 / 16:22
from transcript14:55 – 16:22
...policy and picking winners sort of following some maybe the approach that China and Japan have have taken to some degree. Do do you think that's the that's the right approach, or what would you comment on that? Yeah. Well, I think industrial policy c
48:37 / 49:45
from transcript48:37 – 49:45
...policy. That would be point one. Point two about establishing market discipline is very important. If You look at semiconductors. That market is incredibly distributed and ramified all across the world. We will see for any given semiconductor it it g
26:56 / 28:04
from transcript26:56 – 28:04
are that the government is gonna mandate that things have to cost at least x. So they increase the price of inputs and basically make it more difficult for China to undercut pricing, which increases the rationale for capital to invest in starting com
23:15 / 24:17
from transcript23:15 – 24:17
...government involvement. A great example would be in energy. So so, you know, as we talked about many episodes ago, you know, Korea and China are delivering fission nuclear at one fourth the price we are. And I think that Korea example, South Korea is
19:21 / 20:43
from transcript19:21 – 20:43
...government involvement to figure out why we can't build that better and faster. And to be fair, there's a lot of movement around the country, mostly at the state level, about removing red tape as a, as something governors celebrate, which which is he
20:12 / 21:18
from transcript20:12 – 21:18
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