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What Animal Spirits Podcast Says About Geopolitics
13 episodes about geopolitics
Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about wha...
Key Insights on Geopolitics
Current geopolitical problems are minor compared to threats like Hitler in the 1930s or nuclear standoffs during Cold War I
- Barbara Tuchman's The Guns of August influenced Kennedy's handling of the Cuban Missile Crisis, though she never intended to shape foreign policy
- Ray Dalio identifies five forces driving civilizational cycles: monetary systems, domestic politics, geopolitics, acts of nature, and technological innovation
- Bitcoin reached $70,000 and gold hit $5,400/ounce as markets priced geopolitical risk, with Polymarket seeing record $529M trading volume
- Martin Wolf describes the Iran situation as a 'nightmare scenario' but notes markets remain resilient, with the S&P 500 hitting records despite geopolitical chaos
- Social media warfare allows influencers to direct attention and provide targeting coordinates, becoming new form of geopolitical entertainment
- Scott Horton has conducted 6,200+ interviews since 2003, documenting American foreign policy failures across multiple administrations
- Private credit market stress preceded the Iran war, suggesting systemic fragility independent of geopolitical events
Episodes
Talk Your Book: The Case for Investing in Emerging Market Bonds
Talk Your Book: Consternation About Concentration
Investing Isn't Supposed to Be Fun
$1 Million is the Worst Amount of Money (EP. 459)
Home Buyer's Remorse (EP. 458)
Talk Your Book: Navigating Fixed Income in a Crazy World
The Best Stocks in History (EP. 457)
Talk Your Book: What's the Latest in Crypto?
The Perfect Price of Oil (EP. 456)
A Wave of Redemptions (EP. 454)
Talk Your Book: Why Commodities Are Working
Small Caps Are Back (EP. 448)
Talk Your Book: The Bull Case for China With Brendan Ahern
Books on geopolitics
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