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15 results for “international markets”
they'll go up and down. I don't think that's dramatically different. But one thing you do see in the long run of history, you talk about a thousand years of history, long run of history, you talk about a thousand years of history, really since the Mo
28:31 / 29:30
from transcript28:31 – 29:30
It's a challenge for sure. At the same time, we take we I look at two things. One is you can look at the long run, the truly long run. We've had 4% annual growth of global trade since the Mongol invasions. And 4% annual growth over eight hundred year
9:44 / 10:45
from transcript9:44 – 10:45
...find markets and talent anywhere in the world and exploit them. That's just the way that we've been constructed. I think there are opportunities in that deglobalization, but you kinda have to squint to see them a little bit. Yeah. If you have, like,
11:14 / 12:16
from transcript11:14 – 12:16
...to other markets. And these other countries knew that they couldn't get Japan to open on their own. But if The US was pushing Japan to open, they would benefit from it. So you had countries like Peru or Chile who already had free trade agreements wit
17:59 / 19:02
from transcript17:59 – 19:02
...international domain, you had those sprawling global value chains. So coming to your trade topic, essentially, we we baked trade and global value chains into the operating system, and it became an assumption that it works that way, and it works in on
18:50 / 19:55
from transcript18:50 – 19:55
The delicate balancing act though, is that after twenty years of globalism and a perverted version of free trade, because it's not what it is today, it's been perverted, it is incredibly difficult to do that without these whack a mole problems emergi
31:27 / 32:30
from transcript31:27 – 32:30
we underestimate how much impact trade has on the geopolitical military stability of any system. I've explored really two thousand years of history, but in the last two books, both on the question of trade and conflict, I found that at least 75% of t
5:59 / 7:07
from transcript5:59 – 7:07
no trade wars, all these deals getting done, works for The US economy. And I will tell you that the Atlanta now Fed tracker, which tracks real time GDP, has now ticked up back to 3%. So after going down a lot in April, it's bounced way back up. So ec
55:28 / 56:33
from transcript55:28 – 56:33
was that the world had become dependent upon exporting to The United States. So that the total trade deficit to The United States of goods and services was about 915,000,000,000 last year, a $1,200,000,000,000 goods deficit. And that basically meant
50:13 / 51:21
from transcript50:13 – 51:21
I mean, so it's just a really hard environment to actually operate in. And all this time, you know, people have been moving manufacturing out of China into Southeast Asia, India, Mexico, and then they find out, oh, the duties are coming for all those
8:57 / 10:01
from transcript8:57 – 10:01
view on that? Do you believe there could be a new I mean, one thing we've heard, we were talking to, we recently interviewed Robert Kaplan, vice chairman over at Goldman Sachs. His view was globalization is alive and well. It's just that The US isn't
32:09 / 33:16
from transcript32:09 – 33:16
...markets. We need to open up other markets through trade policy, something I'm also an advocate of and will continue to argue for. In part, and this is a rarely mentioned dimension of trade policy, but one of the reasons we wanna trade with the rest o
27:45 / 28:52
from transcript27:45 – 28:52
And so I'm just gonna keep asking you, what barrier that previously existed Okay. I'll I'll name them. I'll I'll name them. I'll name them. Go ahead, Jamati. Let me get you on this. Prior to the WTO, China imposed a bunch of export duties and taxes o
27:42 / 28:50
from transcript27:42 – 28:50
...in the international domain, you had those sprawling global value chains. So coming to your trade topic, essentially, we we baked trade and global value chains into the operating system, and it became an assumption that it works that way, and it work
18:02 / 19:17
from transcript18:02 – 19:17
It which is actually very, illustrative that you could have written it both ways. And it does illustrate yeah. You know, the trade is a positive sum scenario. Both parties do trade because they're both made better off by doing it, and this idea that
21:46 / 22:50
from transcript21:46 – 22:50
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