Boardroom vs. Beijing vs. D.C.: Navigating the New Trade Cold War
About this episode
Madelyn O’Farrell interviews Drew DeLong about navigating the complexities of the new trade cold war and the implications for global supply chains.
In this episode, Madelyn O’Farrell talks with Drew DeLong, Lead, Corporate Statecraft, Kearney Foresight, about how companies can navigate a new era of persistent geopolitical and economic volatility. Drew traces his path from engineering at Carnegie Mellon to policy roles in Congress, the White House, DOT, FAA, and State, and now advising global firms at Kearney Foresight. They discuss the shift from pure efficiency to resilience after COVID exposed supply chain vulnerabilities, the reality behind “reshoring” and what Kearney’s reshoring index actually shows, and how tariff volatility and sectoral tariffs are reshaping global manufacturing decisions. Drew explains how companies should think about capital planning, total landed cost, and automation in this environment, and explores China’s move up the value chain and the emerging race over semiconductors, critical minerals, and AI infrastructure. He closes by raising the open question of what a coherent, long-term American industrial policy should look like, and how the US government can realistically execute it.
More episodes of The Dynamo Show: a Dynamo Ventures Podcast
- The Operational Reality of a Generational Energy Surge
- Geothermal: The Unexpected Solution for Speed to Power
- Scaling Physical AI to Deliver a Sentient Supply Chain
- Solar + Hydrogen: The New Backbone of the AI Economy?
Explore listener stats, chart rankings, contacts and more on the The Dynamo Show: a Dynamo Ventures Podcast podcast page.