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What Odd Lots Says About Geopolitics
18 episodes about geopolitics
<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...
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
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
Brad Setser on the War in Iran and the Future of the US Dollar
War in Iran Is Already Reshaping East Asia's Energy Future
This Is How Big Money Is Trading the War in Iran
Here's Why The Iran War Is Prompting A Safe Haven Rethink
Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran
War in Iran Is Redrawing the Map for Natural Gas
What War in Iran Means for China's Teapot Oil Refineries
War in Iran Is Creating a Fertilizer Crisis Like Never Before
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
Books on geopolitics
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