Searching...
12 results for “geopolitics”
Hello, and welcome to another episode of the Odd Lots podcast. I'm Tracy Weisenthal. Joe, do you ever experience a sudden surge in geopolitical analysis emails in your inbox? Yes, I do. You know, it's funny. Most years, people are like, what do you y
2:19 / 3:21
from transcript2:19 – 3:21
...geopolitics is pushing some pretty attractive economic environments into a situation where they're eventually gonna trade at a geopolitical premium. So let's take India and Japan as an example. So India and Japan, already very attractive environments
46:30 / 47:31
from transcript46:30 – 47:31
...geopolitics. Right? Well, anyone can fake being a geopolitical expert. Geology doesn't change when you talk about it, but geopolitics changes when you talk about it. So the experimenter influences the experiment. You know, here's something I've wonde
26:59 / 28:05
from transcript26:59 – 28:05
that is gonna have impacts globally. We're gonna be going into midterms. You got a lot there. And I'm very concerned about college campuses this fall. Geopolitical will be back on the table. Deficits. We talk about it, but it hasn't mattered to The U
59:15 / 1:00:17
from transcript59:15 – 1:00:17
...geopolitics and security. But you had these growing sovereign wealth funds that were kinda off to the side. And so these were countries that had sovereign wealth funds, but geopolitics was front and center. And then a series of new leaders showed up
14:57 / 16:02
from transcript14:57 – 16:02
...geopolitics and politics. It's what I hang my hat on. For most of my career doing that, private investors have just not been interested in anything that I write about. Or the allocators on the other side. The head of alts is usually like meh, whateve
38:58 / 40:05
from transcript38:58 – 40:05
...prime geopolitics is a fake field, isn't it? So No. I I I don't know about that. I But geology field sorry. If I think geology is more of a science than geopolitics. Right? Well, anyone can fake being a geopolitical expert. Geology doesn't change whe
27:37 / 28:58
from transcript27:37 – 28:58
...geopolitics. Let's say your business, right? Your business has a lot of workers in Rwanda. I'm not sure what the geopolitical situation there is at the moment, but, like, would it make sense for you to think about, okay, The US is offering less aid t
12:00 / 13:00
from transcript12:00 – 13:00
“It would be better to put in place another way to make it. One that is not susceptible to climate events. Ones that not, that is not susceptible to geopolitical events. And one that can really scale to meet demand.”
It would be better to know another way to make it. Absolutely. Well, it'd be better to make exactly. It'd be better to put in place another way to make it. One that is not susceptible to climate event
12:09 / 12:30
Consequences12:09 – 12:30
...Geopolitics is just a sexy way of saying things that are not macroeconomics. It's like a broad spectrum of things. But really, it's about what is the direction policymakers are going to take on monetary fiscal policy, governance, regulatory affairs,
14:15 / 15:22
from transcript14:15 – 15:22
...and geopolitics more and more into their toolbox is just to understand that while you as a human being really cares about absolute levels of risk, the market is not human. It's inhumane. It's a discounting mechanism. And I go back to that COVID, the
1:00:47 / 1:01:48
from transcript1:00:47 – 1:01:48
It's actually harder than just throwing darts or flipping a coin because most situations have far more than two scenarios. Right? So it really is a very, very difficult thing to do to predict all geopolitical outcomes, which which I'm sure we'll get
8:08 / 9:17
from transcript8:08 – 9:17
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.