Marxism & World Systems Theory and Liberalism: The "Cooperation" Lens poli240

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Last updated 7:35 AM on 2/27/26
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15 Terms

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The Core Logic: Vertical Hierarchy

While Realists look at Horizontal competition (State A vs. State B), Marxists look at Vertical exploitation (The Rich/Owners vs. The Poor/Workers).

The Actor: The primary actor isn't the State; it is Class (The Bourgeoisie vs. The Proletariat).

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The Core Logic: Vertical Hierarchy 2

  • The Goal: The pursuit of Capital and profit, not just "security."

  • The State: To a Marxist, the state is not a "Black Box." The state is a tool used by the ruling class to protect their wealth and property.

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 World Systems Theory (Immanuel Wallerstein)

This is the specific "IR version" of Marxism. It argues the world is one single capitalist system divided into three zones:

  • The Core (High-Profit): Rich, industrialized countries (USA, Germany, Japan). They own the technology and the banks. They perform high-skill labor.

  • The Periphery (Low-Profit): Poor, resource-dependent countries (Congo, Bangladesh). They provide raw materials and cheap manual labor.
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The Semi-Periphery (The Buffer): Developing countries (Brazil, India, China). They have some industry but are still exploited by the Core. They prevent the Periphery from uniting in a revolution.
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Key Concept: Dependency Theory

Marxists argue that poverty in the Periphery isn't an accident—it's Structural.

  • The Extraction Cycle: The Core buys raw materials (copper, coffee, oil) from the Periphery at very low prices.

  • Value-Added Goods: The Core uses its technology to turn those materials into high-priced goods (smartphones, cars) and sells them back to the Periphery.

  • Result: The Periphery stays in debt forever, and the Core keeps getting richer.

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A-Grade" Examples for Marxism

  • Periphery: Cobalt is mined in the Democratic Republic of Congo (dangerous, low-wage labor).

  • Semi-Periphery: The phone is assembled in factories in China (middle-wage industrial labor).

  • Core: The phone is designed in California and the profits go to Apple/USA (high-profit, intellectual property).

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Imperialism

  • o a Marxist, 19th-century imperialism wasn't about "security." It was about Markets. Capitalism must expand. When a country runs out of customers at home, it uses its military to open new markets and grab resources abroad.

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Hegemony

  • Hegemony is when the Core's ideas (like "Free Trade is good for everyone") become so dominant that the Periphery accepts them as "common sense," even though those ideas are actually hurting them.

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Main Idea for Liberlism:

Anarchy is real, but it doesn't mean we have to fight. Trade, democracy, and rules make peace more profitable than war.

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The Core Logic: Absolute Gains

This is the most critical distinction for your exam:

  • Realists focus on Relative Gains: "I must have more than you." (Zero-sum).

  • Liberals focus on Absolute Gains: "As long as I am better off than I was yesterday, I don't care if you are winning too." (Positive-sum).

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The Pareto Frontier

Liberals believe states should cooperate until they reach a point where no state can be made better off without making another worse off.

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The "Liberal Trio" (The Three Pillars of Peace): Economic Interdependence

  1. When states trade, war becomes "bad for business." If Germany and France’s economies are "intertwined," attacking France would be like Germany bombing its own factories.

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The "Liberal Trio" (The Three Pillars of Peace): Democratic Peace Theory (DPT):

  • Institutional Reason: Democracies have "Checks and Balances." Leaders can’t start wars easily because they have to answer to voters who don't want to pay the costs of war.

  • Normative Reason: Democracies share a culture of negotiation and voting. They extend this "norm" to their relations with other democracies.

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The "Liberal Trio" (The Three Pillars of Peace) International Institutions (IOs):

  1. Organizations like the UN, WTO, or NATO act as "referees." They solve the Collective Action Problem by punishing "free-riders" and making cooperation predictable.

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3. Neoliberal Institutionalism

This is a more "scientific" version of Liberalism (think Robert Keohane).

  • It agrees with Realists that states are rational and the system is anarchic.

  • The Solution: It uses the "Shadow of the Future." If I know I have to trade with you every day for the next 20 years, I am less likely to cheat you today.

The Prisoner’s Dilemma: Neoliberals argue that institutions move states away from the "Defect" box and toward the "Cooperate" box by providing information and reducing the fear of being cheated.

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 Liberalism vs. Other Paradigms

Paradigm

View on Trade

View on International Organizations (IOs)

Realism

Dangerous; makes you dependent.

Weak; just tools for the powerful.

Liberalism

Great; it makes war "irrational."

Crucial; they foster trust and lower costs.

Marxism

Exploitative; rich steal from poor.

Tools used by the "Core" to rule the "Periphery."