04/07/2022
Globalism 2.0 – Episode 11. Reshaping Spheres of Influence
1. Spheres of Influence are Re-forming The anti-Russia efforts have been led by Europe and the US. Former colonies (Africa, SE Asia, India, etc.) are showing less enthusiasm for increasing sanctions. Old alliances are still holding together in some cases, but much of the world is in play. US decisio...
03/31/2022
Globalism 2.0 Ep 10: Is Globalism dead? Maybe for now.
Globalism 2.0 Ep 10: Is Globalism dead? For now. 1.No more normal. Negotiations in Ukraine are just a new front in the ongoing war. The international coalition supporting Ukraine isn’t quite as comprehensive as we once thought. India, LatAm, MENA, and Africa are all in play. 2.Dollar dominance und...
03/23/2022
Are China Sanctions Next?
1. The Chain of Disruption – the slow moving train wreck of sanctions & logistics breakdowns - that is eating your supply chain. The new scarcities: food, fuel, and materials. Case Study: Fertilizer and the coming famine 2. China is Next for Sanctions The Ukraine is just a distraction from the “...
03/17/2022
China Wins the Ukraine War! (as long as it doesn’t do ANYTHING)
1. China Wins the War -- by doing nothing. It's time to know aobut Wu Wei - the Art of Doing By Not Doing. The newest MAGA problem. We’re winning the war, losing the peace. 2. Guns, Sanctions, Alliances. In the old days, infantries grabbed territory, sanctions grabbed headlines. This round was dif...
03/10/2022
Episode 7: The Post Ukraine World
In this episode, we look out into the distant future (1 year) and test a few possible scenarios that may 1. Post Ukraine World. Potemkin Putin or Angry Wounded Bear? Russia may force a regime change in Kiev, but the fighting will continue . One possible scenario is that Russia will be broke, Ukraine...
03/03/2022
Globalism 2.0 Ep 6: Are China and Russia still an item? He Says, Xi Says
Globalism 2.0. Episode 6: When Did China Know? He Says, Xi Says. In this episode: Are China and Russia still an item? Yes, but it’s on the DL now. China will buy grain and energy – but no more public scenes. Cybersecurity and YOU. Congratulations. You (and your company’s network) and innocent ...
02/24/2022
Globalism 2.0 Episode 5: Puerto Vallarta Blues
In this weeks edition of Globalism 2.0 – News Rules and Tools front-line managers need to stay competitive in a shifting trade environment. 1. Mexico Notes. What the Great Avocado War can teach us about business, why Puerto Vallarta’s cartel presence is so disturbing, and how a new wave of labor...
02/18/2022
Globalism 2.0 - Episode 4. Argentina goes nuclear (with China’s help).
1.BRI in LatAm Watch: Argentina signs up for China’s BRI program, receives a Hualong 1 nuclear reactor. Probably an expensive one. 2.Statism Alert: The “New Nasa” is a private firm with strong business interests in China. Does anyone else see a problem here? 3.US-China Trade War: Are Trump-era...
02/09/2022
Globalism 2.0 Ep 2.3: Slow Grow in LatAm. China, Russia – and YOU.
In this week's edition of Globalism 2.0: Argentina goes full BRI for the Chinese infrastructure program. Slow-Grow LatAm has G2 implications for front line managers China and Russia and You. What does the Super Bromance mean for your competitive environment.
01/26/2022
Globalism2.0 – Ep 2. China and LAC (Latin America Caribbean)
We kick off Season 2 with a definitive answer to the big question on everyone’s mind – is China making inroads into Latin America, and will there be political or commercial push-back from the US? Spoiler alert – Yes China is, and there undoubtedly will be some kind of reaction. We also look at...
01/18/2022
Globalism 2.0 Season 2. Ep1. Welcome to Latin America. Bienvenidos
Globalism 2.0 The Podcast is back! This season we're coming to you from Mexico, where we've "near-shored". This season we'll look at how LAC - Latin America & Caribbean economies are interacting with China and the US. We continue to analyze the new global economy based on 5 Factors: 1. Fading of unc...
07/15/2021
Episode 27: Snatching Defeat from the Jaws of Victory
US trade policy used to be made in the background by fairly plugged in actors who understood the big picture. Now commercial policy is another political football in the broken Thunderdome of US partisan politics. Even when good decisions are accidently made, they are ad-hoc, temporary, and overshado...