AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Voices
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
Dec 19, 2024
In this enlightening conversation, Robert Kahn, Managing Director of Geoeconomics at Eurasia Group, shares his expertise on critical geopolitical issues affecting global markets. He dives into the implications of a potential Trump comeback and its impact on U.S.-China relations. The discussion also covers the ongoing Russia-Ukraine conflict and tensions in Gaza. Kahn emphasizes the importance of scenario planning for investors navigating these uncertain waters, revealing how these geopolitical dynamics intertwine with market trends.
01:11:16
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The potential return of Trump raises trade policy uncertainties that could double tariffs against China, significantly impacting global supply chains.
- Deteriorating U.S.-China relations are leading to increased market volatility, posing significant risks for investors due to potential retaliatory actions.
Deep dives
Geopolitical Risks Impacting Financial Markets
The podcast discusses four significant geopolitical issues that are impacting investors in 2024. Notably, the potential return of Donald Trump as President, termed 'Trump 2.0', raises uncertainties regarding his trade and economic policies, particularly concerning tariffs against major trading partners like China and Mexico. Additionally, U.S.-China relations are anticipated to further deteriorate due to trade tensions and retaliatory measures, which could disrupt global supply chains. The ongoing crises involving Ukraine and the complex situation in the Middle East, especially regarding Israel and Iran, compound these risks, making the geopolitical landscape particularly unstable and challenging for financial markets.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode