globalization
5 statements across 5 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 19, 2020 by Chamath Palihapitiya · across every show →
Everything said about globalization, oldest first
Mar 19, 2020 bullish
Palihapitiya: Pandemic will shift world from globalization to nationalized economies
“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.”
May 31, 2021 bullish
Chamath: Globalization is over; supply chain resiliency will unlock trillions
“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…”
Jan 20, 2023 neutral
Jun 7, 2024 neutral
Sacks: Globalization benefits tech and finance but harms competing domestic industries
“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.…”