

Geopolitical Risk in a Trump 2.0 World
9 snips Nov 15, 2024
Ian Bremmer, president of Eurasia Group and a leading expert in geopolitical risk, dives into the implications of a potential Trump 2.0 presidency. He discusses the shifting dynamics in national security and economic policies, addressing proposed tariffs and energy production shifts. Bremmer analyzes U.S.-China relations, highlighting the impact of Trump's transactional approach. The conversation also tackles ongoing tensions in Ukraine and Iran, exploring the divided strategies within Trump's circle regarding military intervention versus diplomacy.
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Loyalty Over Experience?
- Trump prioritizes loyalty in his administration appointments, especially in national security.
- This raises concerns about the influence of personnel and Trump's goals for his second term.
Market Optimism
- Despite Trump's unpredictability, the stock market reacted positively to his win, signaling short-term optimism.
- This is attributed to expectations of increased fiscal spending and deregulation in certain sectors.
Tariffs and Trade
- Trump's focus on tariffs reflects his economic lens on foreign policy and aim to bring jobs back to the US.
- While he may negotiate tariff levels, his stance against globalism and trade deficits will likely persist.