Can U.S. industrial trade policy stay on course?
About this episode
The episode discusses the challenges and strategies of U.S. industrial trade policy in the context of globalization and political volatility.
For decades, the United States bet on globalization: open markets, cheaper goods, and far-flung supply chains. But that model is breaking down. After pandemic disruptions and rising tensions with China, a new bipartisan consensus is emerging that America needs to rebuild its industrial base. The real question now isn’t whether to reshore critical industries, it’s whether the U.S. can do it consistently. In this episode, we sit down with Sarah Bianchi, former Deputy U.S. Trade Representative and current senior managing director at Evercore, to unpack the forces reshaping global trade, industrial policy, and investment. Drawing on decades inside Washington and firsthand experience negotiating trade deals, Sarah explains how we got here and why political volatility may be the biggest risk to America’s economic strategy. Critical Capital is a co-production of Crux and Latitude Studios. Learn more about how Crux is financing the future of energy.
People in this episode
Guest: Sarah Bianchi
Topics covered
- industrial trade policy
- globalization
- U.S. economy
- bipartisan consensus
- supply chains
- political volatility
Keywords
- industrial trade policy
- globalization
- U.S. economy
- bipartisan consensus
- supply chains
- China
- political volatility
Mentioned in this episode
Organizations: Evercore, Crux, Latitude Studios
Places: United States, China
More episodes of Critical Capital
- What it takes to build in America again
- AI is disrupting services. What does that mean for power demand?
- Senator Thom Tillis on energy, China, and leaving Congress
- The unprecedented opportunity for infrastructure investors
- Navigating the new world disorder
- The trillion-dollar collision between AI and the grid
Explore listener stats, chart rankings, contacts and more on the Critical Capital podcast page.