Can U.S. industrial trade policy stay on course?

Critical Capital · May 7, 2026 · 41m

For decades, the United States bet on globalization: open markets, cheaper goods, and far-flung supply chains. But that model is breaking down. After pandemic disruptions and rising tensions with China, a new bipartisan consensus is emerging that America needs to rebuild its industrial base.

The real question now isn’t whether to reshore critical industries, it’s whether the U.S. can do it consistently.

In this episode, we sit down with Sarah Bianchi, former Deputy U.S. Trade Representative and current senior managing director at Evercore, to unpack the forces reshaping global trade…