What Trump’s Global Order Could Look Like
“Change is definitely in the air. Like all investors, my job is to make sure we understand these changes so that we can prepare for them. One of the biggest shifts I’m tracking is the move to a new system for how economies and commerce will be managed. The previous global consensus around free trade and limited government intervention is hanging by a thread, and a different system—something I call modern mercantilism—is increasingly ascendent, with the election of Donald Trump representing another dramatic step in this direction.” — Greg Jensen