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Yeah, it was a great episode.

Generally speaking, I’m in favor of the US exiting this treaty, it really does seem like a clear distortion of the retail shipping market.

But I think it’s going to worryingly contribute to the dynamic where other nations, with quite a bit of justification in this case, see the US as playing a “heads I win, tails you lose” game with the world.

I also think people are fooling themselves if they think high-wage, low-skill manufacturing jobs are going to come back to the US because of this. Those jobs are gone, and automation is going to keep them from coming back.

This will mainly help highly automated manufacturing shops in the US, and online resellers with warehouses in the US.

Basically, I see this bringing more Amazon warehouse jobs, not many more much-mythologized blue-collar manufacturing jobs.




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