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Jess Frampton

How Trump fails, nuclearization, geopolitics on AI, and more: Your questions, answered

This is the third and last mailbag of the spring season. Check out the previous two here and here. I will resume the newsletter’s regularly scheduled programming next week, but I hope you’ve found this detour from long-form columns valuable and that I’ve covered some of the things that might have been on your mind.

Here we go (as always, questions lightly edited for clarity).

Gun to your head, what Democrat stands the best chance of becoming president in 2028?

Given how much the country – and the world – will change in the next couple of years, I suspect it'll be someone that nobody has on their shortlist right now. Or did you put money on “The Apprentice” host changing the course of history back in 2013?

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- YouTube

Can the US win by undoing globalization?

Ian Bremmer's Quick Take: A Quick Take to kick off your week, and what an extraordinary geopolitical environment we all find ourselves in right now.

The big macro lens is that the United States, my country, has become the principal driver of geopolitical uncertainty on the global stage. The most powerful country in the world, the biggest economy in the world, the home of the global reserve currency. And yet, at the same time, by far the most dysfunctional and kleptocratic and unfree political system of the advanced industrial democracies, so the G7 plus, compared to Japan or Germany or France or the UK or Canada, Australia, New Zealand, South Korea. That's what we're looking at right now. And of course, that's a really challenging thing for pretty much everybody to navigate.

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- YouTube

Who benefits from Trump's tariff wall?

Ian Bremmer's Quick Take: A Quick Take to kick off your week and what a week it is going to be. An extraordinary downturn in US and global markets. The reaction to 'Liberation Day' where American citizens will be liberated from the highest performing economy in the world. Now, globalization, of course, is what is being undone here by the United States. The US benefited massively from globalization, from cheaper goods and services and capital and people moving more easily across borders all over the world. But the fact that the United States economy as a whole benefited did not mean that the average American benefited. They did not. And indeed, while the top 10% did much, much better in the US over the last 40 years, the top 1% even better, the top 0.001%, not only extraordinarily well, world leading well, but also had the money to capture the US political system and ensure that the policies were exactly what they wanted.

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Ari Winkleman

The tariffs strike back: Is this the end of globalization?

My political compass has been spinning lately, and not just because Robert F. Kennedy Jr. admitted to ditching a bear corpse in Central Park before finally endorsing Donald J. Trump (that one caused a bit of political vertigo). My deeper confusion stems from the political debate about protecting our jobs.

It used to be, reliably, that the conservative right supported free trade and globalization, while the progressive left wanted protectionism for local industries.

Elections were fought on this, libraries were filled with studies on it.

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Ian Bremmer addresses the audience at the 2024 US-Canada Summit in Toronto.

David Pike

American and Canadian voters yearn for something they might never get

Is there a deep, secret yearning from American and Canadian voters for a radically open border? Do people really want Canada and the US to be more like the EU? OR, is border politics all about isolationism, security fears, and building walls? The results of an exclusive new poll from GZERO and Data Science will surprise you – and ought to be shaping the election campaigns in both countries.

We revealed part of the poll at the US-Canada Summit that I had the pleasure of co-hosting in Toronto, put on by the teams at Eurasia Group and BMO. Led off by our own Ian Bremmer and BMO’s CEO Darryl White, it included a remarkable collection of over 500 people, including political leaders from across the spectrum in both countries who debated, speechified, conversed, and argued.

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Climate change is "wreaking havoc" on supply chains | GZERO Media

Climate change is "wreaking havoc" on supply chains

Climate change is disrupting industries around the world, and that has a major impact on global trade. On GZERO World with Ian Bremmer, WTO Director-General Ngozi Okonjo-Iweala lays out the case for diversifying and decentralizing production around the world to build resiliency and reduce risk in global supply chains.

“Climate change is wreaking havoc in so many places,” Okonjo-Iweala says, “If you concentrate your production in any one place, you risk really disrupting things.

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Podcast: Calling for the "reglobalization" of trade: WTO chief Ngozi Okonjo-Iweala

Transcript

Listen: Ian Bremmer sits down with World Trade Organization Director General Ngozi Okonjo-Iweala, the first woman and first person from Africa to lead the organization, for a conversation about the good, the bad, and the future of global trade on the GZERO World podcast.

In the last half century, globalization has dramatically increased economic output, created hundreds of millions of jobs, and lifted millions of people out of poverty. But development between countries has been uneven, and global inequality is on the rise. Covid-19 and the war in Ukraine disrupted exposed weaknesses in the supply chain. And rising tension between the US and China has led to a world economy that’s becoming increasingly fractured.

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Ian Explains: What is the World Trade Organization? | GZERO Media

Ian Explains: What is the World Trade Organization?

You probably don’t spend a ton of time thinking about the World Trade Organization (WTO), but it has a huge role in almost every aspect of your daily life—from your morning Brazil-roasted coffee to the Chinese-made smartphone you’re probably using to watch this video.

The WTO is an international organization that deals with the complicated business of moving goods and services across borders. It’s kind of like the referee for global trade, setting the rules and providing a forum for countries to negotiate agreements and resolve disputes. It’s why you can buy avocados from Mexico, clothes from Vietnam, or cars from Korea in the United States without a second thought.

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