Note sull'episodio
In this episode, I look at Davos 2026 not as a media show, but as a live stress test of the global order.
From Merz’ “age of great powers” narrative to Trump’s tariff threats, Greenland remarks, and pressure over U.S. bonds, Davos made one thing clear: the world is being run more openly as a great-power game again, and middle powers, especially in Europe, are caught in the squeeze.
I translate this into the language of pharma and healthcare supply chains.
We explore how tariffs, sanctions, export controls, dollar dependence, and critical infrastructure decisions (plants, APIs, IT, banks) create structural exposure for your network.
Using examples from pharma, automotive, and banking, I show how the same pattern repeats across industries: highly regulated, high-stakes systems built on a few geopo ...