PODCAST - EPISODE 4
Deglobalisation: the American advantage
Anthony and Jon discuss the factors that have forced a pivot toward de-globalisation, and why we think American companies are well positioned: energy independence, government incentives and a diversified economy.
Introduction
How the global economy has changed in the last 60 years
How is America positioned in the context of a more deglobalised world?
Types of companies we think stand to benefit from these new opportunities
Looking forward to the next decade
Closing remarks
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