Deglobalization
topic on 4 shows · 5 statements across 5 episodes
BG2 Pod 
the Knowledge Project 
Capital Allocators 
20VC
5 statements about Deglobalization, every show
Gurley: Deglobalization is highly inflationary and harms corporate competitiveness
“You know, de-globalization, highly inflationary, and we'll make our companies less competitive, not more.”
Gave: Deglobalization will drive higher inflation, lower margins, and lower valuations
“There's no doubt we are deglobalizing. The obvious impact is higher inflation. It's higher inflation, it's lower margins, higher structural interest rates, which makes for lower valuations.”
Barth: Deglobalization makes global portfolio diversification more valuable
“A deglobalization in the world being less flat means capital flows are going to be less connected. Therefore, being globally diversified is a better thing.”
Marks: Economic growth will slow down due to deglobalization
“Well, I think, number one, that economic growth slows down.”
Balaji: COVID-19 forces physical de-globalization and massive digital scale
“This is in a weird way, like a forced de-globalization, radical forced de-globalization, because all the things that were benefits, like economies of scale, large groups of people, big crowds, and so on, are now big demerits, at least in real life.
And so it …”