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.

Jared Cohen, President of Global Affairs at Goldman Sachs and bestselling author, shares his insights into the post-presidential lives of U.S. leaders, detailing how they find new purpose. He discusses the evolving dynamics of U.S.-China relations and the impact on global supply chains. Cohen also unpacks geopolitical trends and investment strategies, emphasizing the significance of emerging markets like India and Vietnam. The conversation touches on the intersection of technology and communication, revealing how social media shapes political landscapes.