AI, Geopolitics, and the Coming Correction cover art

AI, Geopolitics, and the Coming Correction

AI, Geopolitics, and the Coming Correction

Listen for free

View show details

About this listen

Explore the converging forces reshaping markets and the global order. This episode examines AI disruption, financial repression, Big Tech scrutiny, US decline, and a potential commodity supercycle, offering insights for navigating uncertain times. 0:00 - Introduction 1:00 - AI Disruption & Market Correction 8:10 - Financial Repression & Value Investing 13:43 - Big Tech Scrutiny & Market Power 17:40 - Geopolitical Realignment & US Decline 20:00 - Commodity Supercycle & Geopolitical Drivers 22:00 - Conclusion
No reviews yet