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America, Canada, Europe as deglobalization winners
The guest argued that the U.S., Canada, and Europe will be big winners from the deglobalization and re-shoring of energy and commodity processing.
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The story so far
CONTESTED · 103 MENTIONS · 73 EPISODES · 31 SHOWS
24 JUL 2025 — 21 AUG 2026 · YESTERDAY
44 SUPPORT · 5 CHALLENGE · 2 REPEAT · 52 MENTIONED
- THE ACQUIRERS PODCAST
53 EPISODES BETWEEN · 70 MENTIONS · 13 NOT KEPT
- 13 EPISODES NOT SHOWN
- MACROVOICES · 4 MENTIONS
- THE DERIVATIVE
- VALUE INVESTING WITH LEGENDS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW
- THE GRANT WILLIAMS PODCAST · 2 MENTIONS
- THE TIM FERRISS SHOW · 3 MENTIONS
- SMARTERMARKETS · 2 MENTIONS
- FORWARD GUIDANCE
- WHAT BITCOIN DID
- SMARTERMARKETS · 2 MENTIONS
- SMARTERMARKETS
- THE BUSINESS BREW
- SMARTERMARKETS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 3 MENTIONS
- THE GRANT WILLIAMS PODCAST
- THE MEB FABER SHOW
- THE GRANT WILLIAMS PODCAST
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
- WHAT BITCOIN DID
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE BUSINESS BREW · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MONETARY MATTERS WITH JACK FARLEY
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- SMARTERMARKETS
- FORWARD GUIDANCE
- THE GRANT WILLIAMS PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- FORWARD GUIDANCE · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- ODD LOTS
- PALISADES GOLD RADIO
- THE TWENTY MINUTE VC
- ODD LOTS
- THE ACQUIRERS PODCAST
- ODD LOTS
- PLANET MICROCAP PODCAST
- PROF G MARKETS
- ODD LOTS
- A16Z PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- COMMODITY CULTURE · 2 MENTIONS
- MACROVOICES
- WEALTHION - BE FINANCIALLY RESILIENT
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE TWENTY MINUTE VC
- TOP TRADERS UNPLUGGED
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
- COMMODITY CULTURE
- THOUGHTFUL MONEY · 3 MENTIONS
- Deglobalization reshapes energy and commodity trade
- America, Canada, Europe as deglobalization winners · THIS IDEA
- Government industrial policy as investment catalyst
- ANIMAL SPIRITS
- BIGGERPOCKETS REAL ESTATE PODCAST
- COMMODITY CULTURE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD