#192: Election Impacts on Nearshoring, Competition, Resilience, and the Global Economy with Peter Goodman of The New York Times
Hosted by Santosh Sankar on November 6, 2024
Summary
During this episode, Santosh is joined by Peter Goodman, Global Economic Correspondent for The New York Times. They explore the intricate relationship between supply chain dynamics, global economic trends, and geopolitical tensions, especially post-COVID-19. The two also discuss the impact of the U.S. elections on the global economy. Peter discusses his book, "How the World Ran Out of Everything," highlighting supply chain vulnerabilities and the backlash against globalization. Key themes include the shift towards nearshoring, the balance between efficiency and resilience, and the potential roles of India and Mexico in future manufacturing. The episode underscores the importance of technological innovation and inclusive economic growth.
Show Notes
Highlights from their conversation include:
- Peter’s Background and Journey to the New York Times (1:15)
- Global Political Landscape (2:16)
- Personal Experiences During the Pandemic (5:17)
- Surprising Research Findings (7:27)
- Balancing Efficiency and Resilience (10:17)
- Opportunities in Supply Chain Technology (12:19)
- India's Economic Growth Potential (13:58)
- Nearshoring and Supply Chain Realities (19:03)
- Future of Manufacturing in Mexico (20:38)
- The Impact of Nearshoring (23:04)
- Government Subsidies in Manufacturing (25:38)
- U.S. Elections and Trade Policy (28:09)
- Automation and Labor Concerns (29:08)
- Final Thoughts and Takeaways (29:43)
Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.
Find out more at: https://www.dynamo.vc/