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cover of episode This CEO Says Global Trade Is Broken. What Comes Next?

This CEO Says Global Trade Is Broken. What Comes Next?

2025/5/23
logo of podcast WSJ’s The Future of Everything

WSJ’s The Future of Everything

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Christopher Mims:尽管关税有所暂停,但全球贸易形势依然混乱,根本性的改变已经发生,我们可能还没有完全意识到。当前全球供应链已经非常脆弱,任何风吹草动都会引起轩然大波。 Evan Smith:我认为全球化已经崩溃,而我们公司的使命就是帮助修复它。过去几十年建立的自由贸易秩序正在瓦解,地缘政治因素日益凸显。中国崛起成为一个强大的竞争对手,并通过控制关键矿产来影响全球供应链。气候变化、债务积累和技术变革也在重塑全球经济格局。我认为我们正处于一场新的冷战之中,美国和中国将在经济、网络和军事领域展开竞争。为了应对这一挑战,美国需要重塑其贸易政策,并与盟友建立可信赖的供应链网络。我认为未来的关键在于人工智能、机器人技术以及支持这些技术的供应链。

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Evan Smith is the co-founder and CEO of Altana, one of a few companies that have a global view and insight into the world’s supply chains). Think LinkedIn, but with the ability to track every step of a product’s movement from raw materials to store shelves). That lets him see firsthand how President Trump’s tariffs have thrown global trade networks into chaos) as companies rush to rework every step of the manufacturing process. And Smith says this is just the beginning. Is the era of global free trade over? And if so, what comes next? Smith speaks to WSJ’s Christopher Mims) and Tim Higgins) on the latest episode of the Bold Names podcast.

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Read Christopher Mims’s Keywords column).

Read Tim Higgins’s column).

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