The Realignment

Noah Smith's Substack: https://noahpinion.substack.com/

Vibe Shift Piece: https://www.thecut.com/2022/02/a-vibe-shift-is-coming.html

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Noah Smith, author of the Noahpinion Substack, joins The Realignment's end-of-the-year daily series to discuss why 2022 *actually* feels like the end of the long 2010s that began with the response to the 2008 financial crisis and the election of President Barack Obama, how 2010s upheavals reshaped American politics, and why the remainder of the 2020s will be defined by "exhaustion." 

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Saagar and Marshall kick off The Realignment's End-of-Year coverage with a discussion of the issues that defined 2022: the rising backlash against China's Zero COVID policy, how liberal democracy fared against its authoritarian rivals, where the culture war stands post-midterms, and how political exhaustion could define the rest of the decade.

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William D. Cohan, founding partner of Puck, writer at large for Airmail, former investment banker, and author of Power Failure: The Rise and Fall of an American Icon, joins The Realignment to discuss his autopsy of General Electric, from its founding by Thomas Edison to its fall in the 2010s, the keys to impactful business journalism in an age of scandals from SBF/FTX to Elizabeth Holmes, and where responsibility for the GE's fall lies.

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David Sax (not the All-In Podcast host/VC), author of The Future Is Analog: How to Create a More Human World and The Revenge of Analog: Real Things and Why They Matter, joins The Realignment to discuss why early-COVID promises of digital transformation were over-hyped in work, commerce, health/fitness, and our personal lives and what a proper balance of analog and digital experiences looks like. 

Saagar and Marshall discuss former President Trump's 2024 announcement, the Republican Party's outperformance in the 2022 midterms, and take several audience questions. 

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William Inboden, author of The Peacemaker: Ronald Reagan, the Cold War, and the World on the Brink, Executive Director of the Clements Center for National Security, and Associate Professor at the University of Texas at Austin, joins The Realignment to discuss how President Reagan's grand strategy led to the Soviet Union's "negotiated surrender," America's long-term strengths in the face of short-term challenges, and how these lessons apply to what many describe as our second Cold War with China and Russia.

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Christopher Marquis, Sinyi Professor of Chinese Management at Cambridge Judge Business School and author of Mao and Markets: The Communist Roots of Chinese Enterprise, joins The Realignment to discuss the degree to which China's economic success is rooted in communism, the throughline between the leadership of Mao Zedong and Xi Jinping, and what the West's traditional understanding of Deng Xiaoping's economic and political opening in the 1970s gets wrong.

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Lars Doucet, author of Land is a Big Deal: Why rent is too High, Wages too Low, and What We Can do About It, joins The Realignment to argue that Georgism, the economic/political philosophy of Henry George, an often forgotten 19th-century thinker, is the best lens to analyze America's housing affordability and wage stagnation challenges.  

Email us at: [email protected] to submit your responses/comments to next week's free Q&A episode.

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As we wait for the full results of the 2022 midterms, check out the audio version of Saagar Enjeti, Marshall Kosloff, Kyle Kulinski, and Krystal Ball's analysis of the 2022 midterms. Next week we'll be back with a full-episode and un-paywalled Q&A around the results.

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REALIGNMENT NEWSLETTER: https://therealignment.substack.com/

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Michael Gibson, Co-Founder of the venture capital firm 1517 and author of the upcoming Paper Belt on Fire: How Renegade Investors Sparked a Revolt Against the University, joins The Realignment to discuss his journey challenging the higher education status quo leading the Thiel Fellowship, why the "Paper Belt" running from D.C. to Cambridge struggles to innovate, and which significant scientific and technological problems dropouts and college grads alike should tackle.