In this episode of the Great Tech Game podcast, the host Anirud Suri welcomes Professor Ian Goldin, an esteemed academic and thought leader, to discuss his views on the intersection of technology, geopolitics, business, and global affairs. Professor Goldin shares his evolution in macro thinking over the past few decades and reflects on his experiences spanning academia, major organizations, and advisory roles to world leaders like Nelson Mandela. The discussion delves into the impact of globalization, technological advancements, and the future of cities. It also explores the current and future trends in global migration and the lessons drawn from historical analogies such as the Renaissance to today's technological era. The episode touches on the importance of long-term thinking and the notion of 'coalitions of the working' to address global issues.

Is China's Growth Story Over? Ft. Michael Pettis of Peking University

In this episode of the Great Tech Game podcast, Anirudh Suri welcomes Professor Michael Pettis, a finance professor at Peking University and a senior fellow at the Carnegie Endowment. The discussion spans topics such as the structural issues in the Chinese economy, global economic imbalances, and the evolution of trade policies.

Pettis explains the historical context of economic development, the pitfalls of high savings and investment models, and the necessity of transitioning to a higher consumption model. He argues that China's current economic malaise stems from structural issues rather than political missteps by Xi Jinping.

They also delve into the implications of decoupling efforts, the emergence of a new international economic order, and the lessons developing countries like India and Vietnam can learn. Pettis emphasizes the need for balanced trade and cautions against unregulated capital flows, advocating for a restructured global trade system to address imbalances.

02:01 Introducing Professor Michael Pettis

02:21 Michael Pettis' Background and Achievements

03:41 Reflections on Two Decades in China

07:50 Economic Worldview and Key Theories

10:57 Impact of Global Imbalances

20:23 Case Study: U.S. and China Economic Dynamics

30:37 Historical Paths to Economic Development

36:02 Current State of the Chinese Economy

38:25 Challenges of Economic Transition

39:35 China's Investment Dilemma

40:24 Consumption vs. Investment

41:53 Global Trade and Economic Models

42:49 Debate on Xi Jinping's Policies

45:57 Impact of Decoupling on China

52:07 Future of Global Economic Order

57:30 Advice for Developing Countries

01:02:06 Industrial Policy and Global Trade

01:09:15 Conclusion and Recommendations

Book Links:

Anirudh Suri:

Michael Pettis:

TRADE WARS ARE CLASS WARS: https://amzn.in/d/0tktJII

Avoiding the Fall: China's Economic Restructuring: https://amzn.in/d/dNkY6aM

The Great Rebalancing: Trade, Conflict, and the Perilous Road Ahead for the World Economy : https://amzn.in/d/0jJEI06

Follow Anirudh here:

X (formerly Twitter): https://x.com/anirudhsuri

#Technology #economics #trade #globalization #tradepolicy #geoeconomics #geopolitics #chineseeconomy #nationalchampions #china #US #japan #india #Globalization, #EconomicGrowth, #ChinaEconomy #TradePolicy, #Productivity, #Macroeconomics, #Geopolitics, #USChinaRelations, #EmergingMarkets, #TechAdoption, #EconomicResilience #fiscaldeficit #tradedeficit #tradewars #techwars #industrialpolicy #michaelpettis #anirudhsuri #GreatTechGame #GreatTechGamePodcast #podcast

In this episode of the Great Tech Game podcast, host Anirudh Suri engages in a thought-provoking conversation with Adam Posen, president of the Peterson Institute for International Economics. They delve into the shifting global economic landscape, examining the impact of technology and geopolitics on economic growth. Posen offers deep insights into the 'corrosion of globalization,' national champions, and U.S.-China economic relations. The discussion also highlights the emerging resilience and autonomy of countries like India, Brazil, Indonesia, and Mexico, as they navigate macroeconomic policies amidst global challenges such as interest rate hikes and inflation. Additionally, the episode touches on the implications of U.S. economic nationalism for Mexico and potential initiatives like the BRICS Bank. To conclude, Posen shares his book recommendations and suggests guests for future episodes, promising further insights into economics and geopolitics.

In this episode of the Great Tech Game podcast, Anirudh Suri welcomes Rana Faroohar, the Global Business Columnist and Associate Editor at the Financial Times and CNN's Global Economic Analyst. Rana discusses the major themes of her three books, which cover the intersection of politics, economics, and technology over the last several decades. She shares her perspective on how the global economy has evolved and the shifts in political and economic power across continents. The conversation dives into the impact of globalization, the concentration of power in finance and tech sectors, and the future of industrial policies. A key focus is on the evolving U.S.-China economic dynamics and the need for nations to adapt their strategies amidst rapid technological changes, Rana's insights on practical advice for policymakers and book recommendations for further reading on these subjects.

In this thought-provoking episode of The Great Tech Game Podcast, host Anirudh Suri welcomes Nobel Laureate and renowned economist Angus Deaton. They dive deep into the challenges facing the American economy, focusing on inequality, the impacts of opioid epidemics, the decline of trade unions, and the role of globalization. Angus shares insights from his latest book "Economics in America," discusses the implications of current economic policies, and expresses concerns over the future of capitalism and global warming. This episode is a must-listen for those interested in the intersection of technology, economics, geopolitics, and the direction of international affairs.

01:32 Introducing Professor Angus Deaton

03:14 Challenging GDP Growth as the Sole Metric

04:39 Economics in America: A Broader Perspective

06:00 The Role of Economists in Today's Challenges

06:26 Historical Perspectives on Economics and Well-being

09:13 Deaths of Despair: The Human Cost of Economic Growth

09:56 The Efficiency Obsession and Its Origins

22:31 The Future of Capitalism and Inequality

30:27 Geopolitics and Domestic Politics: A New Dynamic

35:49 The Decline of Trade Unions and Worker Power

38:40 Introduction to Global Inequality

38:54 The Great Divergence and Its Impact

40:04 What Causes Nations to Succeed or Fail?

41:07 The Role of Technology in Economic Growth

49:29 Educational Inequality in America

50:20 Pockets of Optimism in the World

54:19 Reordering the International Economic Order

01:00:19 Migration and Its Complexities

01:08:23 Book Recommendations and Final Thoughts

In this episode of the Great Tech Game podcast, the host Anirudh Suri engages in an in-depth conversation with Professor Gary Gerstle, they discuss the formation and dissolution of political orders, focusing on the New Deal and neoliberal orders, and explore how current global dynamics, particularly the rise of China and India, impact the U.S. political landscape. They delve into the potential shift of the U.S. towards a more state-driven model, the challenges of authoritarianism, and what the future holds for globalization, migration, and class conflict. The discussion also covers the evolving relationship between states and corporations, the populist revolt against cosmopolitanism, Political Order, and the complexities of managing global tech giants. Professor Gerstle provides an analytical framework for understanding these transitions, drawing from his extensive work on political economy and history.

Gary:

The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era: https://amzn.in/d/euA2Tq5

The Rise and Fall of the New Deal Order, 1930-1980: The Rise and Fall of the New Deal Order, 1930-1980

In an insightful conversation, Bhaskar Chakravorti and Anirudh discuss the profound impact of artificial intelligence (AI) and the digital economy on global growth and India's future. Exploring the transformative capabilities of AI in various sectors such as healthcare, education, and agriculture, they highlight its potential in driving competitiveness, economic growth, and job creation at an unprecedented rate. Special attention is given to the challenges and opportunities India faces in leveraging AI for societal benefits, including the importance of public and private sector collaboration, digital competitiveness, and the strategic approach towards AI innovation for a broad-based, inclusive digital transformation. The conversation also emphasizes the necessity of understanding the digital economy through tools like the Digital Evolution Index and the success of India's digital public infrastructure as a foundation for future advancements.

**Slow Pace of Fast Change: Bringing Innovations to Market in a Connected World:** https://amzn.in/d/21vtMLb

Hosted by Anirudh with Anu Bradford, this episode of the Great Tech Game podcast delves into the intricate landscape of technology, geopolitics, and regulation. Bradford, a renowned scholar at Columbia Law School and author of crucial works like 'The Brussels Effect' and 'Digital Empires', explores the overwhelming power of tech companies and their consequential failure to govern responsibly. The conversation spans the divergent digital regulation models of the US, China, and the European Union, reflecting on their ideological, cultural, and political bases. Bradford and Anirudh discuss the dynamic evolution of tech regulation, the enduring geopolitical tensions in the US-China tech war, additionally, they assess India's unique digital public infrastructure approach, suggested as a distinct, hybrid model from the major 'digital empires'.

Anu H. Bradford, formerly known as Anu Piilola, was born in 1975 and is recognized as a Finnish-American author, law professor, and authority in international trade law. Her accolades include being appointed as the Henry L. Moses Distinguished Professor of Law and International Organization at Columbia Law School in 2014. Bradford is best known for her acclaimed work, "The Brussels Effect: How the European Union Rules the World.”

About Anu: https://www.law.columbia.edu/faculty/anu-bradford

Chapters

00:00 The Power and Responsibility of Tech Giants

Books by Anu

Digital Empires: The Global Battle to Regulate Technology : https://amzn.in/d/dKo9SIb

The Brussels Effect: How the European Union Rules the World :https://amzn.in/d/iIR3GIB

Follow Anirudh here:

X (formerly Twitter): https://x.com/anirudhsuri

Book Links:

Anirudh Suri:

#innovation, #economicgrowth, #opensource, #LLM, #competition, #industries, #globalcompetition, #economicoutput, #productivity

This episode of the 'Great Tech Game' podcast features a discussion with Professor Abe Newman, a prominent figure at Georgetown University and the co-head of the Mortara Center for International Studies. Professor Newman is also the author of 'The Underground Empire,' a book examining how the U.S. has harnessed the global economy as a tool for weaponized interdependence. The conversation delves into the evolving dynamics of geopolitics, technology, and the economy, addressing how countries, particularly the U.S., have leveraged economic networks and infrastructure as means of coercion and surveillance. Notable topics include the role of companies like SWIFT, TSMC, and Huawei as participants in global economic strategies, the historical precedents of using economic networks for geopolitical ends, and the challenges posed by the entanglement of rivalry and interdependence in current international relations. The discussion underscores the need for a more nuanced economic security state capable of managing the existing interplay between security and economics, while suggesting a trend towards a potentially multipolar world order.