201. From China Dependency to North American Opportunity — with Patrick McGee

Recorded live at the North Capital Forum 2025, this special edition features Enrique Perret, Director of the US-Mexico Foundation, in conversation with Patrick McGee, author and analyst, for a timely deep dive into the shifting dynamics of global supply chains — especially between the United States and China. McGee, a former Financial Times correspondent and author of Apple in China, brings a fresh and nuanced perspective. Drawing on over 200 interviews, his book explores how Apple built its vast supply chain in China — and how, rather than China capturing Apple, it was China that adapted to North American standards. His narrative challenges common assumptions and reveals a more complex economic relationship. In this episode, they explore: • The current implications for tech manufacturing in China • How demographics and productivity are reshaping global industrial strategy • The rise of AllyShoring, and why Mexico is well positioned to play a central role in the new supply chain map This is a must-listen for anyone interested in the future of North American competitiveness in a rapidly changing global landscape.