207: A Macro and Geopolitical Outlook – Live from Davos
The Bid
00:00
Navigating Global Economic Shifts
This chapter examines the key themes discussed at the Davos event, focusing on the implications of a new U.S. administration on the global economy, particularly in the context of inflation and the Ukraine war. It also explores the impact of AI advancements on research and capital markets, alongside the need for infrastructure to support these developments. Furthermore, the chapter highlights the geopolitical tensions arising from the U.S.-China rivalry and the potential fragility of financial markets amid structural economic changes.
Transcript
Play full episode
