Macro Voices cover image

MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

Macro Voices

00:00

The Interrelationship of Inflation and Geopolitics

I won't go into the details of why inflation and geopolitics are interrelated except to say that, you know, it starts to create pain. And then people start to think about, wait a minute, how much food do I have? How much energy do I have versus someone else? And then you begin a contest for ownership of these assets once inflation begins. And I think this played a contributing part. It's not the total sum driver, but it played a major contributing part in the resurgence of geopolitics. We live in a world where as soon as China in particular started to get ahead, it started to produce global brands like Huawei. The reaction of the West was basically to

Play episode from 11:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app