Mon Dec 12 2022

For three decades, "globalization" was the dominant economic paradigm. But in the wake of pandemic, war, and a new geopolitical reality, the tide of globalization is reversing. In this episode, Global Investment Strategist Kevin Hebner explains what that will mean in the near term for some key industries like energy and technology, and what other impacts we might see in the longer term. We also discuss the challenges for Chinese equities and U.S.-based multinational corporations, which have been the two biggest beneficiaries of globalization. (December 1, 2022)