The Front Row Podcast #71- Why We Are Entering an Era of Global Disorder- Shaun Rein
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Jan 16, 2026 Shaun Rein, founder of the China Market Research Group, discusses the shifting landscape of global politics and economics. He explores how China's superior manufacturing ecosystem has reshaped global trade. Rein highlights the tension between elite-serving US policies and China’s more inclusive governance. He delves into the implications of US sanctions and the drive for self-reliance in industries like semiconductors. Rein provides insights on the potential for a US-China rapprochement and offers career advice for the next generation.
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Why Manufacturing Left The U.S.
- Shaun Rein argues China outcompeted the U.S. in manufacturing by building a superior ecosystem, not by stealing jobs.
- He says blame lies more with corporate choices and financial incentives than with China itself.
North Carolina Factory That Thrived In China
- Rein recounts helping a North Carolina metal fastener company move to China in 2003.
- After relocating their factory the company boomed under China's manufacturing ecosystem.
Different Political Priorities
- Rein contrasts governance goals: China focuses on helping the 90% while the U.S. prioritizes the wealthy minority.
- He sees Chinese policy as delivering broad social services at the expense of elite gains.
