

Geopolitics, the US Election, and Investing Amid Fed Easing
Oct 9, 2024
Admiral James Stavridis, a retired US Navy admiral and NATO's former supreme allied commander, offers geopolitical insights and discusses his book, emphasizing military strategies and U.S.-Israeli relations. Steven Oh sheds light on the unique investment opportunities in the current non-recessionary rate-cutting climate. Wendy Schiller delves into the political dynamics of the 2024 U.S. election, while Huw van Steenis shares strategies in private credit and fixed income, exploring the effects of Federal Reserve policies on investment approaches.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating History and Modern Warfare
01:39 • 9min
Geopolitics and Investment Strategies
10:39 • 4min
Navigating Economic Conditions and Investment Strategies
14:18 • 5min
Navigating the Complexities of Election Messaging
19:16 • 2min
Election Dynamics and Voter Sentiment
21:27 • 3min
Political Promises and the Future of Entertainment
24:55 • 2min
Dynamics of Cross-Border Banking in Europe
26:51 • 6min
Cultural Insights and the Importance of Mental Health in Industry
32:47 • 3min