Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
Odd Lots
Geopolitics and Subsea Cables
This chapter explores the critical role of undersea cables in global communication and their geopolitical implications, particularly in the context of US-China tensions. It discusses the complexities of international regulations and the involvement of tech companies in subsea cable operations, as well as the broader impacts on data traffic and national security. The conversation also addresses market volatility driven by geopolitical uncertainty and highlights emerging investment opportunities in countries like Japan and India.
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