Greg Rehmke is a long-time friend of Ethos and lectures at most of our camps. He has just provided a 20-minute view into the awesomeness of the trade policy with Japan, China, South Korea, and/or Taiwan topic.
If you look at our recent post on starting the year researching right, from an interview like that you’ll take away a list like this:
Theme: Non-Trade Drivers of Trade Outcomes 1. Nationalism 2. Financial Over-Leveraging 3. Quantitative Easing 4. Tax Systems Theme: Economic Impacts of Trade with these Nations 1. Pharmaceuticals 2. Most computer equipment 3. Energy 4. WalMart 5. Fortune 500 companies 6. Supply Chains