Fareed Zakaria GPS – CNN 03-20-16

Salient to Investors:

Fareed Zakaria said:

Trump’s nomination would transform the Republican party into a blue-collar populist, nationalist movement with a racial element, like many others in the West.

The Federation of American Scientists says Pakistan has the fastest growing nuclear arsenal – up as much as 44% in the last 4 years – and could have 251 warheads by 2025, the 5th largest stockpile in the world ahead of Great Britain.

The IEA says that 90% of new global electrical generation in 2015 came from renewable sources, of which more than 50% came from wind power. China has reduced its coal usage by 10% in just 4 years to under 70% of its total electricity.

Richard Haass at the Council on Foreign Relations said the era of consolidated nation states in the Middle East where governments hold sway over the entire territory is ending.

Thomas Frank said

Both US political parties have abandoned the working class and become the party of elites, and have stopped caring deeply about economic inequality. Inequality has worsened under Obama.

Broadly speaking, the Republican party is becoming a blue-collar populist nationalist party while the Democratic party is becoming the party of urban professionals.

Tom Wainwright at The Economist said:

Incarcerating drug dealers in the US and Europe only reduces supply and pushes up prices, while addictive consumption remains constant, thus inflating the size of the drug market and enriching the drug cartels.

Drugs should be legalized, one by one. Legalized marijuana has greatly reduced the criminal economy in places like Colorado and deals a huge blow to organized crime. Legalized heroin in Switzerland means addicts no longer have to steal or deal.

Piers Sellers said that overshooting the 2-degree global warming is a near certainty because of the momentum of the global economy, and solutions will be implemented later than scientists would like, as usual.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript at http://transcripts.cnn.com/TRANSCRIPTS/1603/20/fzgps.01.html

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Fareed Zakaria GPS – CNN 12-20-15

Fareed Zakaria said:

The enemy is radical Islam, so the fight must be against the ideology itself and can only be done by Muslims.

WHO cites New Delhi as the worst city for pollution that poses the greatest health risks.

Angus Deaton at Princeton said:

Despite broadly improving life expectancy in the rich world, middle-aged, white, non-Hispanic Americans are killing themselves in record numbers: caused by rising suicides, accidental poisonings, and alcohol and drugs. The situation is much worse for those with a high school education or less – those who 20 to 40 years ago could expect to get a good job in the factory that has now gone in Cambodia or Vietnam.

Black mortality rates are higher than white mortality rates in middle age, but have been falling rapidly.

Ipsos-MORI says:

People overestimate the number of nonreligious people in their country,

People overestimate the percentage of wealth owned by the wealthiest 1%: Britons are the most inaccurate, guessing 59% versus actual 23%.

People overestimate the percentage of immigrants in their country. Argentinians guessed 30% versus actual 5%. Americans guessed 33% versus actual 14%.

People overestimate the average age of their citizens. Brazilians guessed 56 versus actual 31.

Overall, Mexico was deemed to be the most ignorant, followed by India.

South Korea was deemed the most accurate,. The US ranked fifth accurate.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ , listen at http://podcast.cnn.com/fareed-zakaria-gps/episode/all/TkwD3eujmTzNlz/fzgps-2015-12-20.html or read the full transcript at http://transcripts.cnn.com/TRANSCRIPTS/1512/20/fzgps.01.html

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Fareed Zakaria GPS – CNN 12-13-15

Fareed Zakaria said:

Muslims in America are well-assimilated, unlike in Europe.

New America reports that the number of Americans killed by Islamist terrorists on US soil since 9/11 is 45, or 3 people a year, versus 11,000 killed in gun homicides in 2015.

Left-wing populist governments, in power for over a decade in Venezuela, Argentina and Brazil (which total 66% of South America’s population) have all suffered serious setbacks because they have run their economies into the ground as the huge boom in commodities ended.

WSJ expects Argentina to grow less than 1% in 2015. FT expects Brazil to decline 3% in 2015, and which is having its worst recession since the 1930s. Venezuela is expected to decline 10% in 2015 despite sky-high inflation and bare market shelves.

Ian Bremmer at Eurasia Group

The Paris and San Bernardino attacks drew the most divisive responses in a developed state to a national cataclysm that I have ever seen in my 30 year career.

The US will get another more centrist US president in 2017.

The world considers Trump a clown, but clowns have been elected. Trump winning the nomination is very unlikely. The extraordinary antipathy towards the establishment of all stripes is new to America and is not going away.

Berlusconi in Italy and Jeremy Corbin in Britain are not considered serious actors.

The transatlantic relationship that has underpinned the global order for many decades is falling apart.

David Millibrand at Intl Rescue Committee said:

Populism is strong when the center left and right are weak. Centrists Trudeau, Merkell and Cameron are strong, but centrists in France and the US are weak.

Trump’s clownish behavior is dangerous because it feeds the narrative of the clash of civilization and aggrandizes those who would threaten society’s religious. Trump still has only one-third of the 20% of Republican voters: the majority of the minority does not make a majority.

The only way to fight anger is with answers, which all politicians seeking power need. To run in the slip stream of extremism only feeds it.

Bernard-Henri Levy said:

The French National Front’s big result on the first round will not be consolidated in the second round. The reactionary trend (to the attacks) is not as strong as people say.

Trump does not embody the Republican Party, the American dream, the shining city upon the hill in any way. Jihadists, Putin, Iran, all enemies of America all pray for Trump winning the primary and the presidential election.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript at http://transcripts.cnn.com/TRANSCRIPTS/1512/13/fzgps.01.html

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Fareed Zakaria GPS – CNN 12-06-15

Fareed Zakaria said:

The majority of terrorist attacks in the US are committed by white male Christians (Source FBI).

If you assumed that 50 different Muslims were involved in planning each of the 30,000 deaths from terrorism in 2014, that would total less than 0.1% of the world’s 1.6 billion Muslims.

The Polish economy has grown the most of any EU country since the fall of communism, yet it, like Hungary, appears headed toward illiberal democracy: where people have the right to vote, but civil liberties and the rule of law are far from guaranteed.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript at http://transcripts.cnn.com/TRANSCRIPTS/1512/06/fzgps.01.html

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Fareed Zakaria GPS – CNN 11-22-15

Fareed Zakaria said:

ISIS is not as strong as current hysteria suggests, it is surrounded by deadly foes on all sides, its territory is shrinking, and its message is unpopular to most within its land.

The West has the advantage of counterterrorism, intelligence, airstrikes, drones, special operations, money, technology, know-how, and international cooperation, and time.

The New York Review of Books said 7%-8% of France is Muslim, but 70% of prisoners in French prisons are Muslim.

32,658 people worldwide were killed by terrorism in 2014 versus 33,000+ killed by firearms annually in the US.

Richard Haass at the Council on Foreign Relations said:

The pendulum has to swing towards greater collective security.

The days of once you get into Europe you are essentially free to move around are over. The balance between nationalism and Europeanism is about to move more in the direction of nationalism.

Immigration is central to the American narrative: we can vet people and make sure there is no security risk.

Rabbi Jonathan Sacks said that historically when religion turns violent, it begins by murdering its enemies and ends by murdering its co-religionists.

The Institute of Economics and Peace reported:

32,658 people were killed by terrorist attacks in 2014, 80% more than 2013.

78% of those killed were in Iraq, Nigeria, Afghanistan, Pakistan or Syria.

Boko Haram killed 6,644 people in 2014.

2.6% of deaths from terrorism occurred in the West in the past 15 years.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript at http://transcripts.cnn.com/TRANSCRIPTS/1511/22/fzgps.01.html

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Fareed Zakaria GPS – CNN 01-25-15

Salient to Investors:

Fareed Zakaria said:

  • Radical Islam is the default ideology of anger, discontent and violent opposition for a small number of alienated young Muslim men around the world. Only Muslims and particularly Arabs can cure this cancer.
  • In the 12 years between 9/12/01 and 2013, only 42 Americans have died on US soil due to terrorism versus 32,351 who died because of firearms, 33,783 who died in-vehicle accidents in one year.
  • Little has changed in Saudi Arabia – women still cannot drive, there is still segregation by sexes, the religious establishment is still very powerful, and the country still adheres to a very puritanical version of Islam.

Tony Blair said:

  • King Abdullah was a genuine reformer and modernizer. Saudi Arabia is genuinely part of the solution, and in many ways the heart of Islam.
  • Islamist ideology is growing and is the biggest security issue we face – we are at risk of several Afghanistans.

Martin Wolf at The Financial Times said:

  • Saudi Arabia remains is the central oil producer, the biggest exporter, the cheapest producer, and the only swing producer. Saudi Arabia is stable enough so can outlast everybody else at current oil price levels.
  • The oil glut will last for quite a few years.

Oxfam said the 80 richest people had $1.9 trillion while the poorest half had just $1.8 trillion in 2014, versus $1.3 trillion and $2.6 trillion respectively in 2010. The wealthiest 1% owned 48% of the world’s wealth in 2014 versus 44% in 2010.

David Leonhardt at The New York Times said US wages and incomes have gone virtually nowhere in the last 15 years: not paralleled since perhaps the Great Depression.

The Center for American Progress found that the bottom 90% of earners in Canada averaged over 1% annual income growth in the 2000s versus 2.5% annual in Australia and a decline of 1% annual in the US.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript

at http://transcripts.cnn.com/TRANSCRIPTS/1501/25/fzgps.01.html