Competing in a Chaotic
Economy
Todd G. Buchholz
1
Part 1:
Volatile Economy
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Who’s Faster? Who’s Bigger?
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Hyper-Competition
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Speed
Scissors
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People
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4
Age of Anxiety
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New Silk Routes
RANK
1999
Sinopec
50
Sabic
32
Formosa Pl 47
2005
7
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Pick Up a Club
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No “Skin in the Game”
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“trust me” paper
Avalanche of
defaults,
downgrades, CDS,
mark-to-market,
pension exits
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8
Free Trade Backlash:
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Spying on Angela!
Sovereign Wealth
Fears
“Buy America?”
India v. Steel; Russia
v. Cars and Chickens;
Argentina v. auto
parts
Boeing vs. Airbus
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Who’s in Debt?
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The High Price of a Free Lunch?
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@Rushbook
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11
Taking from Peter…
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We Can Beat Our FOE’s
• Federal Reserve’s New
World
• Sparks risky schemes?
• Oil and Gravity
• Euro under pressure
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A Flood of Money…Pass It On
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17
Is Inflation Baked in the Cake?
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Once Upon a Time…
Back to the ’70s?
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Are Consumers Stable?
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Jobs
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What Are They Buying?
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Europe Earns a Blah +
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Friends, Foes or Fiends?
What is Putin
Auditioning for?
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Does China Take Over?
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@Rushbook
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China Aging
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2016…Already?
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Hillary Clinton
Joe Biden
Elizabeth Warren
Andrew Cuomo
Martin O’Malley
Kirsten Gillibrand
Cory Booker
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Chris Christie
Jeb Bush
Marco Rubio
Rand Paul
Paul Ryan
Ted Cruz
Rick Perry
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Part II: Leading Amid Uncertainty
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No Excuses!
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What is Tech?
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24 hour turnaround
Ships/trains/trucks
Rail and port
trouble
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Technology Includes…
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Tractor guidance
Soil/crop nutrients
Payment Solutions
Inventory systems
Supply chain
Architecture
HVAC
Engineering design
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“Better to Make Yourself Obsolete Than Wait For Others to Do It For You”
87% of 1955 Fortune 500 are gone
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First Mover or Best Mover?
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Avoid Commodity Hell
New Markets
Innovation
Service
Culture
Branding
Cost Control
Relationships
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Scissors Economy & Middle Men
Uber, Airbnb…
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What Do You Read?
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Howdy Pardner
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Compete on expertise and service
Read what your clients read
Break out of commodity hell
Solutions, not slices
Focus on partners
Share IQ with your community
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The Race for IQ Points
1992-2002
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Stevedores
Timber
Farm
Sewing
Typesetters
-17%
-32%
-20%
-50%
-62%
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Elect. Engineers
+28%
Med. Scientists
+33%
Architects
+44%
Legal Assistants
+66%
Fin. Services
+78%
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Kids, Math
& You!
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Peak Oil or Peak People?
Petroleum engineering students fell 90%
1981-2001
Agricultural scientists stagnant for 20 yrs
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