This week, we dive into the nuanced world of macroeconomics and geopolitics. Elliot Hentov, Chief Macro Policy Strategist at State Street Investment Management, joins us to explore the state of deglobalization and the current status of geo-strategic competition in trade, technology, energy production and capital allocation. As we navigate the shocks of recent years and move towards a new equilibrium, the discussion focuses on the trade-offs embedded in each aspect of these competitions and the pressures on resources, carrying profound implications for consumers, investors and the political class.
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