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Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
Feb 27, 2025
Jared Cohen, President of Global Affairs at Goldman Sachs, and George Lee, Co-head of the Goldman Sachs Global Institute, dive into today's turbulent geopolitical climate. They discuss the surprising implications of J.D. Vance's Munich speech on transatlantic relations and the unexpected toughness of U.S. tariffs. The duo also examines the rise of Gulf powers in AI, the significance of subsea cables, and the emerging position of geopolitical swing states like Japan and India, offering valuable insights for investors navigating these complexities.
51:26
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Quick takeaways
- The current geopolitical landscape is witnessing a pivotal shift as Gulf countries emerge as influential players in technology and defense.
- Europe's internal fragmentation is hindering its ability to implement cohesive economic and defense strategies, jeopardizing its global relevance.
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