Industrial policy is back.
The Trump administration is betting on tariffs to reindustrialize America. China has achieved scale and cost leadership across advanced manufacturing, reshaping global supply chains in the process. Europe is racing to stay competitive and hopes for technologically sovereignty. Governments worldwide are deploying targeted economic interventions to reshape markets, secure supply chains, and drive technological transitions — with wildly uneven results.
Governments have always intervened in markets. What is new is the scale of ambition, the centrality of manufacturing and technology to geopolitical competition, and the speed at which the global division of labor is being renegotiated.
My research examines the politics and economics behind these shifts: why some policies succeed while others fail, how firms adapt their strategies, and what the new scramble for industrial advantage means for global trade and geopolitics. I study these questions as both scholar and practitioner, drawing on fieldwork across the United States, China, and Europe, a stint on the White House Council of Economic Advisers, and experience advising corporates around the world.
Learn more about me, my research, or contact me.