The Fed, Tariffs and the Politics of Money: Dr Adam S. Posen

In this episode of the Geopolitics of Business, Sam sits down with Dr Adam S. Posen, President of the Peterson Institute for International Economics and one of the world’s leading macroeconomists, for a sweeping conversation about the shifting global economic order and what it means for businesses, governments and investors. 

Adam shares his views about the real-world consequences of Donald Trump’s tariff shock, why US inflation and interest rates are likely to remain structurally higher, and how a politicised Federal Reserve threatens financial stability. He also unpacks the decentring of the US dollar, the future of AI investment, and what slowing Chinese growth really means for the global economy. Adam offers candid, direct advice for CEOs navigating a more volatile, politicised, and fragmented economic landscape. 

Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 

Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. 

Music composed by Sophie Sirota 

For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 

You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 

Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness, and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

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