MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
Macro Voices
00:00
Geopolitical Tensions and Market Implications
This chapter explores the intricate relationship between the U.S. and China during the Trump administration, discussing the complexities of trade, tariffs, and the risks of conflict, particularly regarding Taiwan. It also analyzes the geopolitical dynamics surrounding Russia, the ongoing war in Ukraine, and regional conflicts in Gaza, with a focus on their economic implications and the uncertain future of U.S. foreign policy. Additionally, the chapter highlights the role of a political advisory group in guiding institutional investors through these turbulent times, emphasizing the need for scenario planning to navigate potential market shocks.
Transcript
Play full episode
