In this episode, Pascal Huegli and global strategist Michael Every share their contrarian perspective on the collapsing liberal world order, recent geopolitical developments, and implications for markets. Dive into the complex web of economic statecraft, military escalation, and how history can inform our understanding of current risks.
Chapters:
00:00 Intro
01:49 Summary of Recent Geopolitical Unfoldings
06:31 US Strategy in the Iran Conflict
11:25 Potential Escalation and Worst-Case Scenarios
16:49 US and Iran: Motivations and Goals
21:07 US-China Power Dynamics and Resource Control
27:51 Energy Markets Under Strain and Differentiation
32:05 War, Winners, and Global Power Shifts
40:06 Implications for Global Geopolitics and Strategy
43:03 Strategic Thinking for Portfolio Managers
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#geopolitics, #USstrategy, #Iranconflict, #energymarkets, #globalpower, #economicstatecraft, #China, #warescalation, #energy prices, #macrostrategy
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