This podcast episode dives into the shifting landscape of global supply chains, exploring the transition from a globalized unipolar structure towards a multipolar world. It highlights the potential outcomes for global supply chains, including gradual de-risking or full decoupling, driven by policy measures like trade restrictions and reshoring incentives. The discussion emphasizes the need for de-risking and increased spending on security and critical infrastructure, with a focus on sectors such as industrial and tech, which will require significant capital allocation. The episode also identifies potential investment opportunities in companies involved in critical infrastructure build-out, as well as sectors like space infrastructure, artificial intelligence, and batteries, which could potentially benefit from the new security framework.
