In this discussion, Monica Duffy Toft, a Professor of International Politics at Tufts University, delves into the complex geopolitical dynamics at play in today's world. Tyler Rosenlicht, a Portfolio Manager at Cohen and Steers, shares insights on investment strategies linked to infrastructure and energy, advocating for a cautiously optimistic approach. The conversation touches upon the interdependence of Musk and Trump, stock volatility influenced by Musk's commitments, and the implications of geopolitical tensions, particularly involving China and Ukraine.
