Decoder with Nilay Patel How Trump's tariff chaos is already changing global trade
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Mar 17, 2025 
Evan Smith, Co-founder and CEO of Altana, discusses his vision of a transforming global trade landscape. He explains how Trump's tariff policies are reshaping supply chains, pointing out the chaotic repercussions for businesses worldwide. The conversation highlights the complex U.S.-China relations and the evolution of manufacturing due to globalization. Smith emphasizes the necessity of advanced technologies, like AI, to navigate new trade dynamics and adapt to ongoing geopolitical tensions. It's a deep dive into the future of international commerce.
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Globalization's Demise
- Globalization's downsides were creating its own demise.
- Geopolitics, climate concerns, and a destabilized Western middle class contributed to this.
iPhone and Globalization
- Nilay Patel recalls Ross Perot's prediction about NAFTA and job losses to Mexico.
- He contrasts this with the iPhone's globalized production, suggesting it might prevent conflict.
Peace Fosters Trade
- Evan Smith argues that peace fosters free trade, not the other way around.
- He points to the current global disequilibrium as a cause of trade policy volatility.