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What's Your View on Deglobalization?
I think global trade will a be continue to grow and be stronger through time, but there is going to be a high fixed cost to doing business. You know, i use the phrasejusted case stocking. All good ideas get taken to too much of an extreme o they become a bad idea. And so that, as suc has heightened productivity, but it varies significantly across sectors. Those who can benefit from working from home have done so; those who can't are really struggling.