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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
Geopolitics has "entered the corporate world and is dead centre" in C-suite discussions, requiring new expertise and board focus
- Bitcoin reached $70,000 and gold hit $5,400/ounce as markets priced geopolitical risk, with Polymarket seeing record $529M trading volume
- The U.S. economy is supported by aggressive fiscal stimulus, but faces headwinds from trade policies and geopolitical fragility.
- Mills claims Trump's foreign policy failures stem from his 'underratedly agreeable personality' and inability to say no to hawkish advisors
- Mills argues Israeli influence on U.S. foreign policy represents a 'disgusting amount' of control over American decision-making
- Ray Dalio identifies five forces driving civilizational cycles: monetary systems, domestic politics, geopolitics, acts of nature, and technological innovation
- "The world will either be running on American AI or be running on Chinese AI" - Mark, emphasizing the geopolitical stakes of AI dominance
- 24/7 permissionless markets allowed real-time price discovery during geopolitical crisis while traditional finance waited for Monday open
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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