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2023 Fall Policy Forum

The Future of Globalization and US Influence in the Changing World Order

Event Details:

Friday, October 27, 2023
9:00am - 5:30pm PDT


John A. and Cynthia Fry Gunn Building
366 Galvez Street
Stanford, CA 94305
United States


This event is open to:

By Invitation Only

During the last 50 years, international trade has more than doubled in terms of its share of global GDP. Following a significant disruption during the pandemic, both trade and foreign direct investment have rebounded. It is, however, unclear whether we’ll see a return to pre-pandemic growth in global integration, or a turn toward decoupling and deglobalization. 

We have gathered some of the leading experts to delve into these issues. They will discuss America's strategies on trade, international finance, the role of the U.S. dollar, artificial intelligence, and dealing with China and Russia.

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Friday, October 27, 2023

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    Registration & Breakfast

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    Welcome Remarks

    • Mark Duggan, The Trione Director of SIEPR, The Wayne and Jodi Cooperman Professor of Economics, Stanford University
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    Trade Tensions, Reshoring, and Fragmentation: A Return to Industrial Policy?

    • Oleg Itskhoki, Professor of Economics, and the Venu and Ana Kotamraju Endowed Chair in Economics at the University of California, Los Angeles 
    • Caroline Freund, Dean of the UC San Diego School of Global Policy and Strategy
    • Emily Blanchard, Chief Economist, U.S. Department of State, and Professor at Dartmouth’s Tuck School of Business
      • Moderator: Matthew Klein, Founder of The Overshoot; Co-host of the UN/BALANCED podcast; Co-author of Trade Wars Are Class Wars: How Rising Inequality Distorts the Global Economy and Threatens International Peace.
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    China and Russia: An Uncertain Future

    • Minxin Pei, Tom and Margot Pritzker ‘72 Professor of Government and George R. Roberts Fellow at Claremont McKenna College, non-resident Senior Fellow of the German Marshall Fund of the United States
    • Chang-Tai Hsieh, Professor of Economics and PCL Faculty Scholar, University of Chicago Booth School of Business
    • Kathryn Stoner, Mosbacher Director of the Center on Democracy, Development, and the Rule of Law, Professor of Political Science at Stanford, and Senior Fellow at Stanford FSI and Hoover Institution
      • Moderator: Zheng Liu, Vice President, International Research, and Director Center for Pacific Basin Studies, Federal Reserve Bank of San Francisco
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    Lunch Keynote

    • Maurice Obstfeld, C. Fred Bergsten Senior Fellow, Peterson Institute for International Economics and the Professor of Economics Emeritus and former Chair of the Department of Economics, University of California, Berkeley
      • Moderator: Mark Duggan, The Trione Director of SIEPR, The Wayne and Jodi Cooperman Professor of Economics, Stanford University
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    International Finance: Will the U.S. Maintain the Dollar Dominance in the Age of Great-Power Competition?

    • Carla Norrlöf, Professor of Political Science at the University of Toronto and a non-resident Senior Fellow with the Atlantic Council
    • Matteo Maggiori, Professor of Finance, Stanford Graduate School of Business, and Senior Fellow at SIEPR
    • Michael Faulkender, Dean’s Professor of Finance, Robert H. Smith School of Business at University of Maryland
      • Moderator: Darrell Duffie, Adams Distinguished Professor of Management and Professor of Finance
        Stanford Graduate School of Business, and Senior Fellow at SIEPR
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    Race to Dominate AI: Implications for Civil Society, National Security, and Regulations

    • Fei-Fei Li, Sequoia Professor in the Computer Science Department at Stanford University, and Co-Director of Stanford’s Human-Centered AI Institute
    • Erik Brynjolfsson, the Jerry Yang and Akiko Yamazaki Professor, Senior Fellow at the Stanford Institute for Human-Centered AI (HAI) and SIEPR, and Director of the Stanford Digital Economy Lab
    • Ylli Bajraktari, President and CEO of the Special Competitive Studies Project. Former Executive Director of the National Security Commission on AI. 
      • Moderator: Daniel Ho, William Benjamin Scott and Luna M. Scott Professor of Law
        Professor of Political Science, Associate Director of Stanford HAI, and Senior Fellow, SIEPR
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    Cocktail Reception

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