Mark Rosenberg

Mark Rosenberg, founder of GeoQuant and a PhD in political science, discusses the alarming rise of U.S. political and geopolitical risk. He highlights how social polarization and institutional conflict are aligning U.S. risk profiles with those of emerging markets. The conversation dives into the ripple effects on Treasury yields and equity markets amidst the backdrop of Middle East tensions. Rosenberg offers data-driven insights on the evolving landscape and the implications for investors navigating these complexities.