

#288 — The End of Global Order
48 snips Jul 14, 2022
In this discussion, Peter Zeihan, a geopolitical strategist, and Ian Bremmer, president of Eurasia Group, dissect the implications of deglobalization and demographic decline. They explore how these factors create differing futures for global powers like China and the U.S. The conversation also touches on the war in Ukraine and its impacts, as well as the aging population's challenges. Listeners gain insight into how these trends reshape economic dynamics and geopolitics in an increasingly tumultuous world.
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End of Pax Americana
- Post-WWII, America offered naval protection for global commerce in exchange for Cold War support.
- This deal fostered globalization but is now ending as the U.S. withdraws and demographics shift.
Globalization's Uneven Impact
- Ian Bremmer believes globalization benefited advanced economies but hollowed out their middle and working classes.
- He sees deglobalization as nuanced and constrained, with differing impacts globally.
Factors Driving Deglobalization
- Peter Zeihan notes short-sighted policymaking in the U.S., Europe, and China, coupled with worsening demographic data.
- These factors, along with Germany's vulnerability due to Nord Stream's disruption, point towards deglobalization.