

Which companies will suffer with globalization’s reversal?
31 snips Jan 17, 2025
Isaac Stone Fish, CEO of Strategy Risks and expert in geopolitical analysis, dives into the seismic shifts in global trade dynamics as Trump returns to power. He reveals Ford's deep ties with China and contrasts that with Tesla's success in the electric vehicle race. The discussion highlights how U.S. corporations must navigate tense U.S.-China relations while managing risks and reassessing partnerships in a volatile landscape. Fish also emphasizes the evolving role of chief risk officers amidst these challenges, particularly in industries like biotech.
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Shifting Political Priorities
- Both Democrats and Republicans prioritize domestic manufacturing and American jobs.
- This shift reflects a broader sentiment change beyond just the upcoming Trump administration.
The 'Pre-War' Period
- The shift towards domestic focus isn't a sudden change but a gradual trend.
- A more significant change is anticipated, potentially leading to escalating tensions with China.
Ford's China Entanglement
- Ford's high ranking on the SR250 demonstrates the deep entanglement of American capitalism with China.
- This entanglement happened quickly and became normalized, impacting even iconic American companies.