globalization

5 statements across 5 episodes · 1 bullish · 4 bearish · 5 people on the record · first statement Jul 20, 2020 by Taimur Hyat · across every show →

Everything said about globalization, oldest first

Jul 20, 2020 bullish

Prediction Not checkable as stated

Globalization will ultimately prevail over the short-term rise of nationalism

“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…”

Taimur Hyat Jul 20, 2020 ▶ 22:01 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)

Sep 30, 2021 bearish

Opinion

Graña: Peak Globalization Makes Export-Driven Growth Harder for Developing Nations

“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.”

Daniel Graña Sep 30, 2021 ▶ 41:58 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Jul 11, 2022 bearish

Prediction Not checkable as stated

Reversing Globalization Will Trigger Lower Growth and Higher Inflation

“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…”

Rob Citrone Jul 11, 2022 ▶ 27:22 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Oct 10, 2022 bearish

Opinion

Gave: US tech bans on China marked the death of globalization

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

Louis-Vincent Gave Oct 10, 2022 ▶ 30:17 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

Oct 16, 2023 bearish

Opinion

Corre: The trend toward globalization has dramatically slowed or reversed

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

Isaac Corre Oct 16, 2023 ▶ 38:44 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

globalization

Everything said about globalization, oldest first

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