In this episode, Pascal Huegli and global strategist Michael Every share their contrarian perspective on the collapsing liberal world order, recent geopolitical developments, and implications for markets. Dive into the complex web of economic statecraft, military escalation, and how history can inform our understanding of current risks.

Chapters:

00:00 Intro

01:49 Summary of Recent Geopolitical Unfoldings

06:31 US Strategy in the Iran Conflict

11:25 Potential Escalation and Worst-Case Scenarios

16:49 US and Iran: Motivations and Goals

21:07 US-China Power Dynamics and Resource Control

27:51 Energy Markets Under Strain and Differentiation

32:05 War, Winners, and Global Power Shifts

40:06 Implications for Global Geopolitics and Strategy

43:03 Strategic Thinking for Portfolio Managers

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geopolitics, #USstrategy, #Iranconflict, #energymarkets, #globalpower, #economicstatecraft, #China, #warescalation, #energy prices, #macrostrategy

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