Globalization

“The great lie of globalization is that we can do the innovation over here and we're going to have the production go over there. Well, guess what? Innovation is a consequence of productivity. If you don't make the thing, you can't innovate on how you make the t…”

“The biggest lie that we bought from globalization is this concept of we will do the innovation and they will do the production. And what you have to recognize is that innovation is itself a consequence of productivity.”

“You can't do more globalization or more tax cuts here. That's not going to be the win.”

“If you're in one of the handful of export industries in America, and I'm talking about if you're in Hollywood or you're in big finance or you're in software, then globalization has been great for you because it has created huge global markets for our products.…”

“I think like the writing has been on the wall for a while that globalization didn't really work and that traditional strategic deterrence with nuclear weapons was not going to be the only thing that drove reduction in conflict globally.”

“Set in motion globalization, all of the trade deals we saw since then, the wave of essentially bringing three billion people into the global labor market that depressed wages and provided a bunch of cheap outsourced supply for things. So yes, you have Western …”

“The trend towards globalization has clearly Slow dramatically, if not backed up.”

“We have decided it's categorical that that level of globalization that we have had this unitary singular monocultural way of thinking about things is over.”

“It basically sounded the death of globalization, which was in my eyes, the main force for the global deflationary forces.”

“There's some tremendous opportunities going to come out of this, but it really is a problem for the world and a problem for this globalization, which was so prosperous for so many countries and so many people for so many years, I think is now unfortunately goi…”

“There's gonna be a lot of inequality the more global is the world, right? Because you're selling iPhones, you know, everywhere, not just to the, your local city. So that's a fact. It's not going away.”

“We have seen peak globalization. The export driven economic model that was used by very successfully by Japan, then Korea, Taiwan, and now China, that is not going to be as easy to replicate going forward.”

“I think this is the most important macro investing theme that I've seen in my lifetime, which is that globalization as we know it is over. And what Saxipoo just said is what I really believe, which is that you have to onshore and you have to move to a place wh…”

“I think that there is a real truth to the fact that capitalism, free trade, globalization unlocks, you know, massive increases in standard of living.”

“So when a range of nationalist leaders rose across the U.S. And Europe, we did a report on the ongoing tussle between sovereignty and nationalism, and who'll win in the short term, which was nationalism, but why we think there's still lots of reasons why globa…”

“I do think that we're going to swing the pendulum back towards nationalized economies and away from global economies, because I think this is a way that politicians all around the world, they'll characterize it in different political language.”