Podcasts about Industrial policy

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeConventional punditry loves the narrative that woolly-headed progressive standards over-burdened federal climate spending and slowed everything to a crawl. In this episode, I talk with Betony Jones about her time designing labor policies at the DOE and what she learned from interviewing dozens of companies that received federal funding. We explore the difference between bad rules and weak administrative capacity, how the DOE successfully streamlined century-old Davis-Bacon compliance, and why creating high-quality jobs is essential for global competitiveness.

Crypto's old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. ---

The CHIPS and Science Act was among the most ambitious pieces of industrial policy legislation in decades, allocating tens of billions of dollars towards building domestic capacity for semiconductor manufacturing and reducing reliance on foreign supply chains. While passing the bill was a monumental feat, implementing the policy is a whole separate challenge. In this episode, host Angela Cleri speaks with Mike Schmidt, the former Director of the CHIPS Program Office to talk about the challenges and successes of executing large-scale industrial policy within systems of government that are not designed to move fast. This podcast does not necessarily reflect the views of AAAS, its Council, Board of Directors, officers, or members. AAAS is not responsible for the accuracy of this material. AAAS has made this material available as a public service, but this does not constitute endorsement by the association.

Dans cet épisode de Connected Mate, PPC propose un format où il confronte le texte publié par OpenAI et signé Sam Altman, Industrial Policy for the Intelligence Age, avec la prise de recul et le mode de réflexion de deux intelligences artificielles.PPC explore avec elles les promesses et les zones d'ombre d'un texte qui annonce l'ère de la super intelligence : abondance économique, redistribution, revenu citoyen, semaine de quatre jours, mais aussi effondrement fiscal, surveillance généralisée, capture réglementaire, fuite des modèles et crise du sens.Si l'IA devient meilleure que nous pour produire, décider, protéger et même prendre soin, quelle place reste-t-il aux humains ?Pour suivre les actualités de ce podcast, abonnez-vous gratuitement à la newsletter écrite avec amour et garantie sans spam https://bonjourppc.substack.com Et pour découvrir l'ouvrage de PPC préfacé par Serge Papin, rdv ici Réinventez votre entreprise à l'ère de l'IAHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Comments/ideas: ACFpod@outlook.comOur guest is Nana Li, a stewardship expert who's just written a handbook on navigating sustainability across Asia Pacific. She walks us through why the money decisions happening in Asia actually shape global sustainability, not the other way around.We explore how China's state-led approach and Japan's demographic crisis are forcing real innovation in automation and energy transition. You'll get insights into why "guanxi" and energy security matter more than most Western playbooks suggest.If you're working, or are interested, in Asia's climate finance space, there's genuine value here. We clear up the confusion between ESG risk management and impact investing, and why that distinction actually matters when economic growth is the priority. It's a practical and grounded conversation.REF: Navigating Sustainability in Asia: A Practical Guide for Leaders and InvestorsABOUT NANA: Nana Li, CFA, is a sustainability and stewardship specialist focused on Asia-Pacific. She advises investors, companies and policymakers on governance, climate and transition strategies, and is an active contributor to global policy and standard-setting initiatives. Nana is a frequent speaker at international conferences and industry forums organised by financial institutions, multilateral organisations and market bodies, and she is regularly invited to contribute to discussions on corporate governance, stewardship and sustainability. In 2024, Nana co-authored Unlocking Corporate Success by the Power of Diversity, the first book to examine gender diversity in Japan from an investor perspective. She is also the author of Navigating Sustainability in Asia: A Practical Guide for Corporate Leaders and Investors, which provides an applied and region-specific perspective on sustainability, governance and stewardship across Asia-Pacific. In 2025, Nana was awarded the International Corporate Governance Network (ICGN) Excellence in Stewardship Award (the first Asian recipient), recognising her leadership and contributions to stewardship and policy advocacy in Asia.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli  |  MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.

Defence industrial policy is a key security tool as global alliances shift Learn more about your ad choices. Visit megaphone.fm/adchoices

China just released its Five Year Plan in March 2026. How should clean energy investors, founders, and policymakers in the US respond? On April 2, we sat down with Ali Zaidi, former White House National Climate Advisor, to discuss what China's clean energy priorities mean for the future of the sector globally and how we can adapt US industrial policy to gain an edge.

⚠️ Your competition already watched this. ⚠️Vaibhav Sisinty is back for Round 2 on Raw Talks With VK and this time he is armed with not just answers but newer questions.The previous episode with Vaibhav became one of the most watched AI podcasts in Telugu. Thousands of people said it shaped how they think about their career, money, and future. In this episode we cover:The difference between AI assistants, AI agents, and AI automationThe ADAPT Framework Vaibhav's Jerry: a personal AI agent that manages emails, calls, calendar, content, and brand deals Anthropic's Claude Mythos OpenAI's Industrial Policy for the Intelligence AgeUniversal Basic Income vs. Universal High Income and why Elon Musk thinks money may lose its valueAI hardware revolution Meta Orion glasses, OpenAI's Dime earpiece, Alter Ego brain-wave tech, and NeuralinkAI privacy, the ChatGPT message leak, running AI locally for free, and protecting your dataThe biggest AI money opportunities right now: consulting, content creation, vibe coding, and AI agents as a serviceWatch this with a pen and paper. Every minute has something worth writing down.

Industrial policy - government intervention in the economy - is on the rise around the world. Is this a new era for global trade, and what will be the impact on economies and international relations? Speakers: Erik Peterson, Partner and Managing Director, Global Business Policy Council, Kearney Lizhi Liu, Assistant Professor, McDonough School of Business, Georgetown University Links: Forum Stories: Governments are now economic super actors. What does this mean for business?: https://www.weforum.org/stories/2026/01/governments-economic-actors-the-challenge-for-business/ Four trends to watch as China's industrial policy evolves: https://www.weforum.org/stories/2026/02/china-industrial-policy-four-trends-to-watch/ Resources: New Industrial Policy Observatory (NIPO): https://globaltradealert.org/reports/new-industrial-policy-observatory-nipo Further reading: Kearney: From Globalization to Islandization: https://www.kearney.com/service/global-business-policy-council/article/-/insights/from-globalization-to-islandization OpenAI: Industrial Policy for the Intelligence Age: Ideas to Keep People First: https://cdn.openai.com/pdf/561e7512-253e-424b-9734-ef4098440601/Industrial%20Policy%20for%20the%20Intelligence%20Age.pdf Chokepoints, American Power in the Age of Economic Warfare, by Edward Fishman: https://www.penguinrandomhouse.com/books/726149/chokepoints-by-edward-fishman/ IMF: Industrial Policy Since the Great Financial Crisis: https://www.imf.org/en/publications/wp/issues/2025/10/31/industrial-policy-since-the-great-financial-crisis-570816 NBER: Decoding China's Industrial Policies: https://www.nber.org/papers/w33814 Exporting Automation, Not Just Goods: Evidence from China's Industrial Robot Exports by Zhengrui Cheng, Shiliang Cui, Lizhi Liu: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6399698 Related podcasts: Superpower rivalry and geopolitics in Trump 2.0: https://www.weforum.org/podcasts/radio-davos/episodes/geopolitics-lynn-kuok-the-national/ "New era, new mood, new challenges" - historian Adam Tooze on why things will never be the same again: https://www.weforum.org/podcasts/radio-davos/episodes/adam-tooze-cnbc-china-us-history/ Tariffs, globalization, and democracy, with Harvard economist Dani Rodrik: https://www.weforum.org/podcasts/radio-davos/episodes/dani-rodrik-economics-globalization-tariffs/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552  

Debora Revoltella é Economista-Chefe do Banco Europeu de Investimento (BEI). Lidera a área de análise económica do banco, com foco em temas como investimento, produtividade, inovação e competitividade na Europa. Antes de integrar o BEI, trabalhou no Banco Central Europeu e na Comissão Europeia. _______________ Índice: EIB Investment Report RRF (PRR) Priority #1: deepen the Single Market IMF study FT article single market Goldplating regulations EU trade agreements with India and Mercosur (estimates of an increase of trade by 3%) The hidden developmental state in the US Lack of venture capital in the EU and the role of the EIB Bridge the late-stage funding gap: European Tech Champions Initiative (ETCI) Mobilizing private "dormant" savings Mobilizing investment from pension funds and insurance firms Venture debt. Industrial Policy — teaser 'Made in EU' proposals by the European Commission Differnet elements in the EIB toolkit: direct loans, risk sharing instruments (capital, guarantees) Role of EIB beyond loans / financing: spreading knowledge across industries Examples in Portugal. | Creating affordable housing and increasing efficiency in the construction sector See omnystudio.com/listener for privacy information.

Free trade has long been a cornerstone of economic thinking, but is it still fit for purpose in a more dangerous and uncertain world? Gene Tunny is joined by Dan Ryan and John Humphreys to debate tariffs, industrial policy, and economic resilience. They explore whether Australia has gone too far in opening its economy, the risks of fragile global supply chains, and the perceived trade-offs between efficiency and national security.  Dan Ryan is Executive Director of the National Conservative Institute of Australia, and John Humphreys is Chief Economist at the Australian Taxpayers' Alliance.  Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com.  Takeaways Free trade generally boosts living standards but may also introduce vulnerabilities in a geopolitically unstable world. Tariffs can protect domestic industries, but they also raise prices and risk economic inefficiency. Supply chain resilience is emerging as a key policy concern, alongside cost efficiency. Deindustrialisation is driven not just by trade, but also by automation and energy costs. There may be a middle ground: limited, targeted trade restrictions for national security rather than broad protectionism. Timestamps 00:00 – Introduction: Free trade under pressure 02:45 – Why Australia lost refining capacity 03:40 – Supply chains and geopolitical risk 05:40 – What does “cheapest” really mean? 07:30 – Do tariffs encourage local production? 10:35 – Automation vs trade in deindustrialisation 13:05 – Energy costs and competitiveness 15:15 – Is reindustrialisation realistic? 18:15 – What tariffs would actually look like 20:30 – Dan's case for a 10% tariff baseline 22:15 – Can tariffs replace income taxes? 25:10 – Historical tariffs in Australia 27:30 – Are tariffs just another tax? 28:25 – Would tariffs really bring jobs back? 30:50 – Technology vs trade: what matters more? 33:15 – Tariffs, revenue, and economic trade-offs 36:00 – Final reflections: trade vs national security Links relevant to the conversation Australian Taxpayers' Alliance livestream, Thursday 16 April: https://www.youtube.com/live/fyukScFysDs?si=FwDjygolodDUQVRz Lumo Coffee promotion 10% of Lumo Coffee's Seriously Healthy Organic Coffee. Website: https://www.lumocoffee.com/10EXPLORED Promo code: 10EXPLORED 

SCHEDULE JOHN BATCHELOR SHOW, 4-14-2026.1874 MONET1. US Economic Resilience Amid Global Conflict. Elizabeth Peek and John Batchelor discuss the surprisingly strong US economy despite Middle East instability. Consumer spending remains robust, wages are rising, and the Trump agenda of deregulation and tariffs is encouraging domestic investment.2. Russia and China's Strategic Calculations. Gregory Copley explains how Russia benefits from rising oil prices and expanded influence in Central Asia. Conversely, China fears regime collapse in Iran and seeks to diminish US global prestige during the conflict.3. The Risks of Puppet Government Models. John Batchelor and Gregory Copley critique the Trump administration's attempt to use Delcy Rodriguez as a model for Iran. They discuss how hardline leaders in Venezuela and Iran prioritize personal survival over national interests.4. King Charles III's Diplomatic Mission to Washington. Gregory Copley discusses King Charles III's upcoming visit to address Congress. The King aims to heal diplomatic rifts between Donald Trump and Keir Starmer, particularly regarding the Chagos Archipelago and Diego Garcia strategic nodes.5. Naval Challenges and Maritime Chokepoints. Grant Newsham asserts that the US Navy can successfully blockade the Strait of Hormuz and manage the Bab-el-Mandeb. He notes China and Russia are encouraging Iran to test American resolve through maritime provocations.6. The Resurgence and Failure of Industrial Policy. Veronique de Rugy criticizes the resurgence of industrial policy, noting past failures in Japan and China. She warns that World Bank recommendations for government-led industry protection often result in economic distortions and higher costs.7. Purges and Divisions within the Chinese Military. Piero Tozzi and Gordon Chang analyze Xi Jinping's recent military purges, including Zhang Youxia. These internal divisions and the removal of operational commanders may hinder China's ability to coordinate a successful invasion of Taiwan.8. Nuclear Deterrence and Battlefield Realities. Peter Huessy warns about the lack of nuclear education among modern policymakers. He discusses Russia's potential use of battlefield nuclear weapons in Ukraine to reverse military losses and Iran's acquisition of Russian missile technology.9. The California Gubernatorial Jungle Primary. Elizabeth Peek details the collapse of Eric Swalwell's campaign following misconduct allegations. The jungle primary system in California creates a risk for Democrats that two Republicans, like Steve Hilton, could face off in November.10. The Electoral Defeat of Viktor Orbán. Judy Dempsey explains how Peter Magyar defeated Viktor Orbán in Hungary by uniting a divided opposition. Hungarian voters rejected corruption and Russian interference, signaling a desire for rule of law and European integration.11. Populism and Energy Subsidies in Germany. Judy Dempsey observes the rise of the AfD party in Saxony, fueled by nationalist fervor among young voters. Chancellor Friedrich Merz faces pressure to address high energy costs and immigration while maintaining transatlantic relations.12. The Strategy of Economic Siege against Iran. Jonathan Schanzer describes the US naval blockade of the Strait of Hormuz as part of a wider economic war. This strategy aims to deplete regime revenue by hundreds of millions daily through heightened sanctions.13. Escalation and Unprecedented Diplomacy in Lebanon. Jonathan Schanzer discusses the IDF's efforts to establish a security zone in southern Lebanon against Hezbollah. Simultaneously, unprecedented direct talks between the Lebanese and Israeli governments are occurring at the US State Department.14. Dismantling Information Warfare in Hungary. Ivana Stradner celebrates Peter Magyar's victory over Viktor Orbán, emphasizing the need to dismantle the state-controlled media apparatus. She warns that Russia continues to use influence operations to support authoritarian leaders in Eastern Europe.15. Iran's Nuclear Ambitions and Fissile Material Extraction. Andrea Stricker outlines the challenge of extracting Iran's 60% enriched uranium from deeply buried sites like Fordo. She emphasizes that permanent peace requires the complete removal of fissile material and centrifuges to prevent breakout.16. Geopolitics of the Strait of Hormuz Blockade. Gregory Copley analyzes the US blockade of the Strait of Hormuz and its impact on global oil markets. He argues the US must ensure the Red Sea remains viable while managing pressure from Saudi Arabia.

The Recurring Failures of Industrial Policy Guest: Veronique de Rugy Veronique de Rugy critiques the World Bank for endorsing industrial policies that failed in Japan and China. She warns that government-led protection creates economic distortions and raises costs for domestic consumers.1935 Shanghai

We do a deep dive into OpenAI's new report “Industrial Policy for the Intelligence Age: Ideas to Keep People First” and pick apart their extensive set of proposals for building an “Open Economy” and "Resilient Society” all against the backdrop of surviving the “transition toward superintelligence”. There are some moments of insidiously clever thinking, which stand out against a laundry list of boring ideas that repackage existing things as exciting innovations. ••• OpenAI | Industrial Policy for the Intelligence Age: Ideas to Keep People First https://cdn.openai.com/pdf/561e7512-253e-424b-9734-ef4098440601/Industrial%20Policy%20for%20the%20Intelligence%20Age.pdf Standing Plugs: ••• Order Jathan's book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed's substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

Mythos, AI Security, and the Token Economy: Risks, Incentives, and Critical Thinking Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt The hosts of Hashtag Trending Project Synapse review major AI news, focusing on Anthropic's leaked "Mythos" security model and its alleged ability to find and chain zero-day exploits across major operating systems, browsers, and widely used libraries, prompting stock drops and raising fears about public release to bad actors; Mythos Preview is reportedly shared with select companies via Project Glass Wing, with discussion of long patch timelines, liability incentives, and an internal test where Mythos escaped a sandbox, gained internet access, emailed a researcher, and posted exploit details publicly. They also discuss OpenAI's "Industrial Policy for the Intelligence Age," rumored OpenAI and Meta model releases, Google model rumors, AI errors like Google's summaries being wrong 1 in 10 times, ChatGPT's inability to reliably time events, Claude usage throttling, high token costs, "token maxing" behavior, automation job fears, and the need to preserve critical thinking, including "AI-free Fridays" and local small models like Gemma 4 on phones. 00:00 Mythos Security Fears 00:43 Show Kickoff and Sponsor 01:26 Mythos Market Shock 02:51 Altman Timekeeping Flub 04:21 Can LLMs Tell Time 07:32 OpenAI Policy Paper 08:47 Model Rumors Roundup 14:00 Agentic Tools and Sandboxes 16:40 Claude Throttling Backlash 19:10 Token Maxing Madness 24:29 Perverse Incentives Explained 29:38 AI Hides Its Thoughts 32:33 Google Summaries Error Rate 34:14 Deepfakes and Education Worries 36:35 AI Free Fridays Idea 37:25 Sneaky Renewal Fees 38:14 Reclaim Critical Thinking 39:13 Attention Overload Reality 40:47 AI Cheating Meets Exams 44:00 Culture of AI Adoption 46:38 Mythos Leak Fallout 48:03 Zero Days Everywhere 51:04 Preview Access Dilemma 56:20 Bad Guys Move Faster 59:33 Sandbox Escape Scare 01:02:13 State Actors and Deterrence 01:04:43 Ethics and Bliss Attractor 01:08:35 Gemma on a Phone Demo 01:09:35 Personal AI Takeaways 01:11:53 Closing Thanks to Meter

14. The Failures of Industrial PolicyGuest: Veronique de Rugy. Veronique de Rugy critiques the World Bank's recent endorsement of industrial policy despite its historical failure in Japan and China. She argues these interventions distort economies and benefit industries over average consumers. (14)887 FRANCE IRONCLAD MARCEAU 2

Jason Howell and Jeff Jarvis break down Anthropic's locked-down Mythos cybersecurity AI, OpenAI's New Deal-style economic policy vision, OpenAI's controversial podcast acquisition, the dueling takes on Google AI Overviews accuracy, a vibe-coded startup hitting $401 million in year one, and a speed round covering Broadcom's compute deal, Amazon's AI-era S3 update, Android XR spatial features, and Netflix's VOID video model. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:01:00 - Anthropic Claims Its New A.I. Model, Mythos, Is a Cybersecurity ‘Reckoning' 0:18:34 - OpenAI's Industrial Policy for the Intelligence Age 0:19:03 - What to Know About OpenAI's Ideas for a World With ‘Superintelligence' 0:27:49 - OpenAI isn't just buying a podcast — it's buying influence 0:30:44 - Why OpenAI's Purchase of a Big Tech Podcast Is So Sleazy 0:40:39 - Google's AI Overviews are correct nine out of ten times, study finds 0:41:46 - Testing suggests Google's AI Overviews tell millions of lies per hour 0:45:34 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company 0:52:15 - Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute 0:52:25 - Broadcom agrees to expanded chip deals with Google, Anthropic 0:53:20 - Amazon revamps S3 cloud storage for the AI era, removing a key barrier for apps and agents 0:54:18 - 5 new features for Android XR 0:57:14 - Netflix - yes Netflix - jumps on the AI bandwagon with video editor Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https/www.patreon.com/aiinsideshow You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Andrew Dabalen, Chief Economist for the World Bank Africa Region, is back on People First Podcast to answer the big question left hanging from his previous appearance: what kind of policies can actually drive job creation across the continent?The focus this time turns to industrial policy, the strategies, tools, and trade-offs that African governments are using to transform their economies and create jobs at scale. From tariffs to special economic zones, from natural resources to the promise of the African Continental Free Trade Area, the discussion gets into what works, what doesn't, and why discipline matters as much as ambition.The People First podcast is available online, on Spotify, and on Apple Podcast. For more updates, follow us by subscribing, and don't forget to rate and comment on this episode.Sequences00:00 Introduction00:34 Global revival of industrial policy02:42 Go-to tools and invisible ingredients05:50 Conditions to leverage Africa's natural resources07:08 Governments and the African Continental Free Trade Area09:26 Building an ecosystem for productivity and jobs11:12 ConclusionAbout People First PodcastPeople First Podcast provides a human angle to concrete development topics as they affect people in Western and Central Africa. It also features World Bank project and initiatives. Join us for a sustainable and inclusive development!About World Bank GroupThe World Bank Group is one of the world's largest sources of funding and knowledge for low-income countries. Its five institutions share a commitment to reducing poverty, increasing shared prosperity, and promoting sustainable development.

WarRoom Battleground EP 982: Industrial Policy For The Intelligence Age; Stopping The H1NB Takeover

CNBC's Kate Rooney reports on OpenAI CEO Sam Altman's ambitious plan for the future of AI as laid out in a recent policy memo and the latest news around the company's IPO timeline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode, Dan Richards talks with Andrew Schrank, a professor of sociology and international and public affairs at the Watson School, about the legacy of President Biden's industrial policy — what it achieved, what it failed to achieve, and its continued effect on America's economy and society. They also explore how President Trump's efforts to shape American industry compare to President Biden's, and how both administrations have challenged long-standing notions about the role that government should play in our economy.Watch the video of this conversation on YouTube.Read Andrew Schrank's article “Can Industrial Policy Still Do Big Things?” in Issues in Science and TechnologyTranscript coming soon to our website

During President Trump's second term, the administration has taken unprecedented action in the US private sector. The federal government's investments in critical mineral mining and chip manufacturing are two examples. The Trump administration has also embraced tariffs, framing them as tools for economic security and a domestic industrial revival. This shift toward state intervention into private markets, done in the name of national security and economic security, has some bipartisan support. It also has major implications for energy security and the clean energy transition. So how can this new form of American state capitalism be conceptualized? Is the Trump administration's use of these tools different from prior US government programs to support critical industries, like the Biden-era investments under the CHIPS Act? And what are the best strategies for aligning industrial policy with goals around energy security, supply chain resilience, and innovation? Today on the show, Jason Bordoff speaks with Daleep Singh about how the US deploys economic statecraft and the need for a framework to guide its use. Daleep Singh is vice chair and chief global economist at asset management firm PGIM and a thought leader on global policy and macroeconomic trends. He first joined PGIM in 2022, before serving the Biden administration as deputy national security advisor for international economics and deputy director of the National Economic Council. Earlier in his career, he held roles at the New York Federal Reserve and the US Treasury Department. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

This week's topic: Should the federal government adopt an explicit industrial policy? Arguing in the affirmative is Julius Krein, editor of American Affairs magazine, and arguing against it is Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute. Henry Olsen hosts.

What if one of the most critical components in modern technology — from fighter jets to smartphones — is also one of the most overlooked? In this episode of The China Desk Podcast, host Steve Yates sits down with David Schild, Executive Director of the Printed Circuit Board Association of America (PCBAA), to break down the strategic importance of printed circuit boards (PCBs) and why they have become a major vulnerability in the U.S.–China competition. Schild explains that while policymakers have focused heavily on semiconductors and rare earths, the United States has largely ignored the “middle layer” of the electronics stack — printed circuit boards — which connect and enable every advanced system in modern life. From defense systems and AI data centers to power grids and consumer electronics, virtually everything relies on PCBs. The conversation details how China came to dominate global PCB production through long-term industrial policy, subsidies, and strategic investment, while U.S. production collapsed from roughly 30% of global supply to just 4% today. This shift has created serious national security concerns, including supply chain dependence, risks to trusted and secure systems, and the loss of domestic research and development. The discussion also explores: • Why PCB dependency poses risks to defense systems and critical infrastructure • How “dual-use” and commercial off-the-shelf components create loopholes in defense procurement • What happens to U.S. supply chains in a Taiwan crisis or major disruption in Asia • The lack of surge manufacturing capacity in the United States • Policy solutions including the PCBS Act, tax incentives, and Buy America requirements • The role of tariffs, industrial policy, and strategic investment in rebuilding domestic production • Why industrial policy and national security are now inseparable Schild argues that rebuilding U.S. PCB manufacturing is not just an economic issue — it is essential to maintaining technological leadership, securing supply chains, and ensuring that the United States can compete in an era of great power competition. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

The World Bank has spent three decades saying industrial policy is a bad way to go -- stunting growth, creating bad signals, and facilitating suboptimal outcomes. But now, lo and behold, they claim that government management of an economy can be a very good idea, as long as it is done the way they suggest. The internal contradictions in this statist mess are easy to see, and we're not having it. You shouldn't either. Show notes: WSJ on World Bank reversal on industrial policy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key  topics Supply chain resilience and innovation The role of cities in manufacturing and smart city development The importance of emotional intelligence in leadership and industrial policy   Chapters 00:00 The Passion for Soccer 04:14 Manufacturing and Advanced Technologies 10:07 Smart Cities and Emotional Intelligence 15:51 Supply Chains and Community Resilience 21:14 Urban Design and Food Systems 24:14 Craftsmanship and the Art of Making 27:16 Navigating the Journey to New York City 29:49 The Role of Community in Manufacturing 30:40 Joining the World Economic Forum 35:08 Building Ecosystems in Advanced Manufacturing 37:01 The American Manufacturing Futures Institute 40:47 Redefining Success in Manufacturing 45:53 The Power of Collaboration and Community   Resources CoreSight Research - https://coresight.com American Manufacturing Futures Institute - https://manufacturingfuturesinstitute.org Richard Sennett, The Craftsman - https://www.amazon.com/dp/046502711X World Economic Forum - Center for the Fourth Industrial Revolution - https://www.weforum.org/center-for-the-fourth-industrial-revolution City College of New York - https://www.cuny.edu    

01:00 Iran's Grand Strategy: A Political History (2025), https://lukeford.net/blog/?p=174561 11:20 Vali Nasr Exclusive: 'War is being waged ': Vali Nasr on Israel-US campaign against Iran 25:00 The First Gulf War, https://lukeford.net/blog/?p=174605 28:00 Understanding The Elite Frame On The Iran War, https://lukeford.net/blog/?p=174625 35:00 Mark Halperin: Trump's Iran Strategy Explained, https://www.youtube.com/watch?v=fPUwk2I7hO8 40:00 Why Different Groups View The Iran War Differently, https://lukeford.net/blog/?p=174619 47:00 You Don't Win Wars Through Logic & Rhetoric, https://lukeford.net/blog/?p=174615 50:00 When American Presidents Tell You To Rise Up, https://lukeford.net/blog/?p=174612 53:00 Why do elites love the word ‘dialogue'?, https://lukeford.net/blog/?p=174610 55:00 Does Iran need to unconditionally surrender 1:39:00 Richard Haass: ‘America chose this war — and must now choose how to end it', https://lukeford.net/blog/?p=174601 1:46:00 Why do elites argue that Iran's war plans are super rational and coolly calculating while Trump's plans are impulsive and crazy? https://lukeford.net/blog/?p=174592 1:59:00 Why Do Elites Love The Word ‘Fraught'?, https://lukeford.net/blog/?p=174599 2:02:00 Why Do Elites Love The Word ‘Metastasized'?, https://lukeford.net/blog/?p=174597 2:06:30 NYT: In War's First Week, a Punishing Military Campaign With No Coherent Endgame, https://lukeford.net/blog/?p=174581 2:28:00 Why Has Trump Gone To War With Iran? | Christiane Amanpour Presents, https://www.youtube.com/watch?v=-CFVlQ8ftVo 2:30:00 Journos Take Public Pronouncements Too Seriously, https://lukeford.net/blog/?p=174460 2:31:00 When The Search For Meaning Leads To War, https://lukeford.net/blog/?p=174445 2:37:45 Decoding CNN's Christiane Amanpour, https://lukeford.net/blog/?p=174479 2:38:30 Richard Haass says Iran is not losing, https://politicalitems.substack.com/p/is-iran-not-losing 2:40:00 ‘The last thing the Middle East needed was another war', https://lukeford.net/blog/?p=174458 2:43:00 Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries (2024), https://lukeford.net/blog/?p=174500 2:47:00 Is It Truth Or BS?, https://lukeford.net/blog/?p=174491 2:49:30 Decoding My Life, https://lukeford.net/blog/?p=169794 2:53:00 Everything shocking and big requires fuel, https://lukeford.net/blog/?p=174472 2:56:00 Decoding Washington Post Columnist David Ignatius, https://lukeford.net/blog/?p=174429 3:11:00 Where Is The Expert Herd Going On The Iran War?, https://lukeford.net/blog/?p=174447 3:13:00 Why Do Elites Love Dubai?, https://lukeford.net/blog/?p=174467 3:15:00 Where Will It Stop?, https://lukeford.net/blog/?p=174464 3:18:00 Can Iran Kill Americans At Scale?, https://lukeford.net/blog/?p=174505 3:22:00 Why do elites and journos love the word ‘predicate'?, https://lukeford.net/blog/?p=174396 3:26:00 War With Iran: Why Now and What Comes Next, https://www.youtube.com/watch?v=8ORmcvFYU68 3:27:00 Decoding Iran Expert Suzanne Maloney, https://lukeford.net/blog/?p=174388 3:36:00 Why does the MSM fetishize “seriousness” and dismiss Trump's team for lack thereof?, https://lukeford.net/blog/?p=174363

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Ian Fletcher and Marc Fasteau, Co-Authors of “Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries." In this conversation, Marc and Ian emphasize the need for a strategic approach to support key industries, highlighting the importance of government-sponsored research, trade protection, and a competitively valued currency. The conversation also covers the role of tariffs, workforce development, and the necessity of a unified economic strategy. The group advocates for intentional policies to foster economic growth, innovation, competitiveness in the global market, and more.  Highlights from their conversation include: Introducing Marc and Ian and the New Book (0:41) Defining Modern Industrial Policy (4:33) Industry-Based Economic View (5:35) Importance of Industry Selection (7:23) Global Perspectives on Industrial Policy (11:25) Three Pillars of Industrial Policy (17:26) List of Industrial Policy Tools (19:16) Granularity of Industrial Policy (25:27) Role of Tariffs in Industrial Policy (26:49) Workforce Development and Automation (29:00) Future of U.S. Industrial Policy (30:58) Challenges of Policy Silos (31:36) Hope for Unified Discipline in Industrial Policy (32:24) Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups. Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For our latest episode, guest hosts Scott DeGroot and Lance Saunders spoke with Kevin O'Marah, co-founder of Zero100 and GSCI Distinguished Fellow, about structural shifts in global trade policy, the acceleration of agentic AI in supply chain workflows, and the widening performance gap between early movers and holdouts.The conversation explored how industrial policy and tariff normalization are driving regionalized supply networks, why AI must be embedded in end-to-end workflows rather than siloed tasks, and how process discipline—not data alone—determines technology success. O'Marah, who previously held leadership roles at Amazon, Gartner, and SCM World, argued that supply chains are entering a K-shaped era, where organizations that differentiate talent, rethink planning, and adopt AI with intent will accelerate sharply, while others risk stagnation. The discussion also touched on capital investment trends, trust-based supplier ecosystems, planning reform beyond traditional S&OP, and the continued importance of circularity and resource stewardship in a shifting geopolitical landscape. The episode was recorded during the GSCI Advisory Board meeting at the Haslam College of Business on February 26, 2026.Related links:Download free white papers from UT expertsSave the date for the Spring Supply Chain Forum, April 21–23  Join the Advanced Supply Chain Collaborative to explore advanced concepts in SCM with top industry experts and scholars  Become a GSCI partner  Follow GSCI on LinkedIn  Subscribe to GSCI's monthly newsletter   Read the latest news and insights from GSCI Text the Tennessee on Supply Chain Management team!

Today my guest is Pranay Kotasthane who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme.  Pranay co-writes Anticipating the Unintended, a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, When the Chips are Down, and the graphic nonfiction narrative We, the Citizens.   We spoke about rare earths and critical minerals, China's dominance, the gap between India's ambitions and opportunities, the potential for recycling, and much and more. Recorded February 2nd, 2026. Read a full transcript enhanced with helpful links. Learn more about The 1991 Fellowship. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Pranay on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - 1991 Fellowship (00:01:11) - Intro (00:02:59) - Rare Earths versus Critical Minerals (00:10:15) - Why Are Rare Earths and Critical Minerals So Important Now? (00:29:29) - Geopolitical Uncertainty (00:33:14) - China's Process Advantage (00:44:10) - Industrial Policy (00:48:10) - India's Critical Elements Mission (00:53:00) - Auctions (00:56:53) - India's Position in the Value Chain (01:04:36) - Recycling (01:34:04) - Law of One Price (01:41:28) - Pakistan and Rare Earth Reserves (01:46:26) - Outro

Three years into the conflict, the Ukraine war has evolved into a brutal war of attrition—with implications far beyond the battlefield.    The Conference Board CEO Steve Odland and Dr. Lori Esposito Murray, a global affairs consultant most recently with the Council on Foreign Relations and the Committee for Economic Development, discuss the history underpinning the conflict, the realities on the ground, and the economic and political pressures facing both Kyiv and Moscow.     From sanctions and shifting alliances to the possibility of a frozen conflict or negotiated settlement, they explore how the war is reshaping geopolitics—and what may come next.    For more from The Conference Board:   The US Critical Minerals Ministerial and Industrial Policy  Three Years of War in Ukraine – And an Extraordinary Week  US–Ukraine Negotiations and Possible Ceasefire  Global Grey Swans Tool 

As global supply chains fracture, AI reshapes productivity, and technology becomes a core instrument of national power, India is making an ambitious push to redefine its role in the world economy from IT services provider to deep tech superpower.In the season 2 premiere of  TechSurge, host Sriram Viswanathan brings together three defining perspectives to examine how India is positioned to become a global leader in frontier technologies, and what must go right for that vision to succeed.The episode begins with S. Krishnan, Secretary at India's Ministry of Electronics and Information Technology, who outlines how India is treating deep tech as national infrastructure. From the India Semiconductor Mission and AI compute investments to the new RDI (Research, Development & Innovation) framework, Krishnan explains how long-horizon industrial policy is being used to derisk private capital, strengthen domestic design and manufacturing, and accelerate commercialization.Next, former G20 Sherpa Amitabh Kant places India's technology ambitions in a global context. As post-WWII institutions weaken and supply chains are redrawn, Amitabh argues that India's decade of structural reforms, digital public infrastructure, and global partnerships has created a historic opening, if India can sustain free enterprise, execution discipline, and state-level reform.Finally, T.K. Kurien, CEO and Managing Partner of Premji Inves, brings the investor and operator lens. Kurien explores why India has excelled at services and business-model innovation but lagged in core technology creation and what it will take to build globally dominant deep tech companies. From patient capital and university-led innovation to focused national bets in AI applications, biotech, and semiconductors, he outlines the path from ambition to execution.Across policy, geopolitics, and capital, one message is clear: India's deep tech future will not be decided by vision alone but by alignment between government direction, private risk-taking, and long-term discipline.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode LinksIndia Semiconductor Mission (MeitY): https://www.meity.gov.in/India AI Mission & AI Kosh: https://indiaai.gov.in/National Research Foundation & RDI Scheme: https://anrf.gov.in/Premji Invest: https://www.premjiinvest.com/Timestamps00:00 India's Deep Tech Inflection Point02:05 Industrial Policy as National Infrastructure06:52 Why Government Must Catalyze Product Innovation Beyond IT Services09:13 Building the Ecosystem: Talent, Research, Diaspora Return & Startup Scale13:10 India Semiconductor Mission (ISM): What's Different This Time24:56 ISM 2.0 Plans: Fixing Design Incentives & Unlocking Risk Capital27:15 IndiaAI Mission Explained: Compute, Data (AI Kosh) & Model Development33:09 Global Order Shifts: Supply Chains, Tech Power & Introducing Amitabh Kant41:19 Alliances That Matter: China, Europe/Japan Partnerships & Why the US Is Key54:11 How Government Can Take Risk: Fund-of-Funds, R&D Incentives, and Grand Challenges57:07 Dismantle Red Tape, Build World-Class Infrastructure, 01:00:57 Why Premji Invest Focused on Growth Stage (and What Changed for Early Stage)01:03:16 India vs US Investing: Where Returns Come From and Avoiding Valuation Hype01:05:28 Building India's Startup Ecosystem: Capital, Patience, and Core Tech vs Business Models01:13:41 Three Sectors to Bet On: AI Software/Agents, Biotech Breakthroughs, and Pragmatic Semiconductors

2/9/26: Megan Zinn w/ Broadside's Roz Kreshak-Hayden: books to read & indies to support. Writers Block w/John Sayles's on “Crucible,” Henry Ford, industrial policy & his antisemitism. Holyoke Mayor Joshua Garcia: Bad Bunny, schools, MTA negotiations, icy roads, state aid, & financial modernization. John Bonifaz, Pres & Founder of Free Speech for People: prosecuting ICE agents, the AG, DAs, & the police.

Chuck Eesley, a professor of management science and engineering, studies entrepreneurship across diverse contexts – from refugee entrepreneurs in Uganda to semiconductor startups navigating U.S.-China economic policy. His research on recent export controls revealed a counterintuitive outcome: Rather than solely strengthening U.S. semiconductor innovation, these policies accelerated Chinese investment in its own domestic chip industry, boosting startups there as much as – or more than – here. This finding underscores how global technology markets are deeply interconnected: Barriers can produce unintended consequences that accelerate innovation abroad rather than protecting it at home. Open technology trade and investment create larger markets for American innovations, strengthen collaborative partnerships, and demonstrate that interconnected markets drive progress for all participants. “Entrepreneurial talent exists everywhere,” Eesley tells host Russ Altman on this episode of Stanford Engineering's The Future of Everything podcast.Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your question. You can send questions to thefutureofeverything@stanford.edu.Episode Reference Links:Stanford Profile: Charles (Chuck) EesleyConnect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / FacebookChapters:(00:00:00) IntroductionRuss Altman introduces guest Chuck Eesley, a professor of management and engineering at Stanford University.(00:03:04) Why Study Entrepreneurship?Chuck explains why entrepreneurs are drivers of modern economic growth.(00:03:30) Defining EntrepreneurshipBroad vs. narrow entrepreneurship, from startups to large organizations.(00:04:33) Institutional EnvironmentsHow policies and culture both shape entrepreneurial outcomes.(00:05:44) Studying Institutions & EntrepreneurshipMeasuring ​institutional shifts to isolate entrepreneurial outcomes.(00:08:12) Founder & Talent IncentivesWhat's needed for high-opportunity-cost talent to start companies.(00:09:36) AI EntrepreneurshipThe impact of data and compute concentration on startup dynamism.(00:11:28) Designing AI RegulationHistorical examples of regulation enabling startups to compete fairly.(00:13:43) Incentives Inside Big TechWhy some incumbents support startups while others tilt the playing field.(00:15:28) Ad Placement & Misinformation FundingHow digital advertising can unintentionally fund low-credibility content.(00:21:24) Misinformation Market SolutionThe disclosure mechanisms that may reduce misinformation incentives.(00:25:23) Semiconductors & EntrepreneurshipThe importance of startups in a field often dominated by large incumbents.(00:29:30) Unintended Policy EffectsHow U.S. policy may be accelerating Chinese semiconductor investments.(00:31:09) Competing Industrial PoliciesWhy evaluation and iteration are essential for effective policy design.(00:32:31) Global EntrepreneurshipEmerging entrepreneurship models spreading across regions and contexts.(00:36:26) The Universal Entrepreneurial MindsetShared entrepreneurial traits across cultures, contexts, and countries.(00:37:14) Future In a MinuteRapid-fire Q&A: democratizing entrepreneurship, context, and equitable inclusivity.(00:41:02) Conclusion Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An evidence-based analysis of Philippine state and development.

SEGMENT 4: MAGA EMBRACES BIG GOVERNMENT LIKE NEW DEALERS Guest: Veronique de Rugy De Rugy argues MAGA policies mirror New Deal-era big government activism through state industrial policy and massive spending programs. Traditional Republican principles of limited government appear obsolete or abandoned, with the RINO label now applied to anyone advocating fiscal restraint or free market economics.1846 BRUSSELS

Is the era of manufacturing-led growth officially over? For decades, the path to a stable middle class was paved through industrialization, but today, even manufacturing giants like China are losing millions of factory jobs to automation.In this episode, Bethany McLean and Luigi Zingales sit down with Dani Rodrik, Ford Foundation Professor of International Political Economy at Harvard and author of Shared Prosperity in a Fractured World. Rodrik argues that we have "no other choice" but to look toward the service sector to anchor our future economy.But there's a problem: we still treat these essential roles as "bottom rung" jobs in terms of pay and respect. Is it possible to elevate a job's status and pay simply because society needs it to be better? As Rodrik argues, it's a future we must learn to navigate if we want to preserve a stable society. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 507 We're in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

A conversation with Stephen T. CuUnjieng, Dr. Lisandro Claudio, and Professor Jesus Felipe.

China's electric vehicle industry, it's now well understood, is churning out cars that rival or exceed the best products coming out of the West. Chinese EVs are cheaper, cooler, more innovative, and have better range. And now they're surging into car markets around the world — markets where consumers are hungry for clean, affordable transportation. On this week's episode of Shift Key, Rob talks to Ilaria Mazzocco about her new report on how six countries around the world are dealing with the rise of Chinese EVs. Why do countries welcome Chinese-made EVs, and why do countries resist them? How do domestic carmakers act when Chinese EVs come to town? And are climate concerns still driving uptake? Mazzocco is the deputy director and senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned:Ilaria's new report: The Global EV Shift: The Role of China and Industrial Policy in Emerging EconomiesPreviously on Shift Key: How China's EV Industry Got So Big--This episode of Shift Key is sponsored by …Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Veronique De Rugy discusses US industrial policy, noting the trade deficit has increased despite tariffs, and the administration's decision to remove tariffs on food items—goods not produced domestically—is seen as an implicit admission that tariffs contribute to the "affordability crisis" because tariffs are a tax primarily borne by American consumers. The goals behind tariffs have shifted from fighting China to raising revenue, and the largest tariff exemption is for computer parts, indicating an understanding that tariffs could contradict other goals like energy abundance. De Rugyargues that US economic power stems from innovation and a willingness to invest, making industrial policy involving tariffs and seeking foreign investment largely unnecessary and potentially harmful. 1947

In the final episode of our Trade series, Nick and Goldy talk with Thea Lee, former Deputy Undersecretary for International Affairs at the U.S. Department of Labor, to challenge the core assumption behind decades of U.S. trade policy: That trade is about efficiency, not power. Lee explains how past trade deals were written to protect capital while ignoring worker exploitation abroad—a model that suppressed wages overseas and undercut American workers at home. She also makes the case that worker-centered trade isn't hypothetical anymore by pointing to the US–Mexico–Canada Agreement (USMCA), where labor rights were finally enforced with the same seriousness as intellectual property, resulting in real wage gains and democratic union elections in Mexico. This conversation lays out the choice clearly: Trade can strengthen middle classes, democracy, and supply chain resilience, or it can deepen inequality and instability. This episode makes the argument for choosing the first option on purpose, not by accident. Thea Lee is an economist and longtime advocate of pro-worker trade policy who most recently served as Deputy Undersecretary for International Affairs at the U.S. Department of Labor,  where she focused on global labor protections, including enforcing labor rights under trade agreements and combating forced and child labor worldwide. Todd Tucker is a political scientist, author, and the Director of Industrial Policy and Trade at the Roosevelt Institute and Roosevelt Forward, where he leads work on how national and global institutions shape economic transformation. He's the author of Judge Knot: Politics and Development in International Investment Law. Social Media: @theameilee.bsky.social @TheaMeiLee @toddntucker.com @toddntucker Further reading:  The New US Trade Agenda: Institutionalizing Middle-Out Economics in Foreign Commercial Policy Judge Knot: Politics and Development in International Investment Law Website: http://pitchforkeconomics.com Instagram: @pitchforkeconomics Threads: pitchforkeconomics Bluesky: @pitchforkeconomics.bsky.social Twitter: @PitchforkEcon, @NickHanauer, @civicaction YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Substack: ⁠The Pitch⁠

Paul Mueller critiques industrial policy's resurgence, noting proponents conflate it with pro-market growth. He argues government direction leads to overproduction and resource misallocation, referencing China's EV troubles. 1910 FRESNO

Paul Mueller critiques industrial policy's resurgence, noting proponents conflate it with pro-market growth. He argues government direction leads to overproduction and resource misallocation, referencing China's EV troubles 1870 MANHATTAN

   Veronique de Rugy defines industrial policy as central planning using subsidies and tariffs to shape the economy. She argues the US already succeeds best through limited government and free trade principles. 1887

Paul Mueller critiques industrial policy's resurgence, noting proponents conflate it with pro-market growth. He argues government direction leads to overproduction and resource misallocation, referencing China's EV troubles. 1964 MD

Paul Mueller of Civitas Outlook magazine discusses how industrial policy is conflated with successful pro-growth, pro-market agendas. This mistake obscures tensions regarding market allocation and firm discipline. 1908 BRADDOCK PA.

Veronique de Rugy of the Mercatus Center questions the need for US industrial policy, arguing that the existing system of limited government and free trade, which produces unparalleled tech and wealth, is already superior. 1790 ADAM SMITH

HEADLINE: US Industrial Policy Criticized as Ad-Hoc State Capitalism GUEST NAME: Veronique de Rugy SUMMARY: Veronique de Rugy analyzes government support for Intel and Nvidia's investment as state capitalism, distinct from cronyism. She criticizes government intervention, predicting poor outcomes when businesses operate under political pressure. The Trump administration's industrial policy lacks clear philosophy, creating uncertainty that could "kill investments" through unpredictable, reversible decisions. 1941

PREVIEW: GUEST NAME: Veronique de Rugy SUMMARY: John Batchelor speaks with Veronique de Rugy about the Trump administration's inconsistent industrial policy. De Rugy explains it's transactional, based on "deal-by-deal" decisions, not a clear philosophy. She notes the logic is hard to follow, as it's not consistently about fighting China or semiconductors, citing Nvidia's sales to China. 1907 NYSE