Peter Zeihan

He's compressing it, and that's going to cause a lot of pain in a lot of places in the United States, just for one.

But to think it wasn't ever going to happen, I think, is deluding ourselves.

We were always going to get to some version of where we are now and where we're about to be.

Yeah, well, I mean, economically, I've been telling them for several years now that if you're dependent on China, you just should assume that that all goes to zero and you get none of it back.

And I've actually let go a couple of clients recently who just refused because it's a waste of my time at this point.

The question now is whether or not you can build out manufacturing plant in an environment of extreme regulatory uncertainty in the United States.

This is by far the most hostile administration in my life to the business community because of all the constant ambient chaos changes.

But this is what we have to deal with.

So you have to find a way to expand your production lines to take in the steps that are not in the Western Hemisphere.

And you have to do it now.

And yes, that's going to be expensive.

And yes, capital is more expensive than it was.

And yes, labor is more expensive than it was even before you consider the immigration crackdown.

But this is just the environment that you have.

And there is no going back.

to the East Asian rim.

And maybe by the end of this year, there's no going back to Europe either.

So you have to deal with what you have and what you have is here.

And that involves Trump for better or for worse.

But we're now at the moment where we've run out of prep time and the day has arrived.