Competing in a Chaotic Economy Todd G. Buchholz 1 Part 1: Volatile Economy www.toddbuchholz.com SPROGLIT 2 Who’s Faster? Who’s Bigger? www.toddbuchholz.com SPROGLIT 3 Hyper-Competition Speed Scissors People www.toddbuchholz.com SPROGLIT 4 4 Age of Anxiety www.toddbuchholz.com SPROGLIT 5 New Silk Routes RANK 1999 Sinopec 50 Sabic 32 Formosa Pl 47 2005 7 10 11 www.toddbuchholz.com SPROGLIT 6 Pick Up a Club www.toddbuchholz.com SPROGLIT 7 No “Skin in the Game” “trust me” paper Avalanche of defaults, downgrades, CDS, mark-to-market, pension exits www.toddbuchholz.com SPROGLIT 8 Free Trade Backlash: Spying on Angela! Sovereign Wealth Fears “Buy America?” India v. Steel; Russia v. Cars and Chickens; Argentina v. auto parts Boeing vs. Airbus www.toddbuchholz.com SPROGLIT 9 Who’s in Debt? www.toddbuchholz.com SPROGLIT 10 The High Price of a Free Lunch? www.toddbuchholz.com www.toddbuchholz.com SPROGLIT @Rushbook 11 11 Taking from Peter… www.toddbuchholz.com SPROGLIT 12 www.toddbuchholz.com SPROGLIT 13 14 We Can Beat Our FOE’s • Federal Reserve’s New World • Sparks risky schemes? • Oil and Gravity • Euro under pressure www.toddbuchholz.com SPROGLIT 15 A Flood of Money…Pass It On www.toddbuchholz.com SPROGLIT 16 17 Is Inflation Baked in the Cake? www.toddbuchholz.com SPROGLIT 18 Once Upon a Time… Back to the ’70s? www.toddbuchholz.com SPROGLIT 20 Are Consumers Stable? www.toddbuchholz.com SPROGLIT 21 Jobs www.toddbuchholz.com SPROGLIT 22 What Are They Buying? www.toddbuchholz.com SPROGLIT 23 Europe Earns a Blah + www.toddbuchholz.com SPROGLIT 24 25 Friends, Foes or Fiends? What is Putin Auditioning for? www.toddbuchholz.com SPROGLIT 26 www.toddbuchholz.com SPROGLIT 27 Does China Take Over? www.toddbuchholz.com www.toddbuchholz.com SPROGLIT @Rushbook 24 28 China Aging www.toddbuchholz.com SPROGLIT 29 2016…Already? Hillary Clinton Joe Biden Elizabeth Warren Andrew Cuomo Martin O’Malley Kirsten Gillibrand Cory Booker Chris Christie Jeb Bush Marco Rubio Rand Paul Paul Ryan Ted Cruz Rick Perry www.toddbuchholz.com SPROGLIT 30 Part II: Leading Amid Uncertainty www.toddbuchholz.com SPROGLIT 31 No Excuses! www.toddbuchholz.com SPROGLIT 32 What is Tech? 24 hour turnaround Ships/trains/trucks Rail and port trouble www.toddbuchholz.com SPROGLIT 33 Technology Includes… Tractor guidance Soil/crop nutrients Payment Solutions Inventory systems Supply chain Architecture HVAC Engineering design www.toddbuchholz.com SPROGLIT 34 “Better to Make Yourself Obsolete Than Wait For Others to Do It For You” 87% of 1955 Fortune 500 are gone www.toddbuchholz.com SPROGLIT 35 First Mover or Best Mover? www.toddbuchholz.com SPROGLIT 36 Avoid Commodity Hell New Markets Innovation Service Culture Branding Cost Control Relationships www.toddbuchholz.com SPROGLIT 37 Scissors Economy & Middle Men Uber, Airbnb… www.toddbuchholz.com SPROGLIT 38 What Do You Read? www.toddbuchholz.com SPROGLIT 39 Howdy Pardner www.toddbuchholz.com SPROGLIT 40 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 www.toddbuchholz.com SPROGLIT 41 The Race for IQ Points 1992-2002 Stevedores Timber Farm Sewing Typesetters -17% -32% -20% -50% -62% Elect. Engineers +28% Med. Scientists +33% Architects +44% Legal Assistants +66% Fin. Services +78% www.toddbuchholz.com SPROGLIT 42 Kids, Math & You! www.toddbuchholz.com SPROGLIT 43 www.toddbuchholz.com SPROGLIT 44 Peak Oil or Peak People? Petroleum engineering students fell 90% 1981-2001 Agricultural scientists stagnant for 20 yrs www.toddbuchholz.com www.toddbuchholz.com SPROGLIT @Rushbook 34 45
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