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Episode 889: Review of 2024's themes so far with Peter & Ralph...
Jun 23, 2024
Peter and Ralph revisit the themes from the beginning of the year, including populism, near-shoring, renewables/nuclear, AI profitability, and corporate migration to the Middle East/India. They discuss rising populism, voter turnout trends in European elections, implications of near-shoring and de-globalization, transitioning to renewable energies, evolving AI landscape, and companies entering the Middle East/India for business growth.
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Quick takeaways
- Global dissatisfaction reflected in rising populism trends
- Shift towards near-shoring to reduce reliance on Chinese supply chains
Deep dives
The Rise of Populism Worldwide
Populism is on the rise globally as seen through various elections such as the European elections. Voter turnout in European elections, traditionally used for protest votes, increased from 43% in 2014 to 51% in 2019, indicating a growing dissatisfaction with current policies.
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