Structural Realignment: AI, the Dollar & a Shifting Global Order

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Structural Realignment: AI, the Dollar & a Shifting Global Order

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Today's episode unpacks the accelerating fragmentation of globalization and its impact on investment strategies. Maya and Alex explore how macroeconomic shifts, geopolitical tensions, and the disruptive force of AI are converging to reshape the global landscape, questioning traditional models and demanding a new approach to navigating uncertainty. 0:00 - Introduction 1:00 - Macroeconomic Shifts & Geopolitical Fragmentation 7:53 - Financial Market Dynamics & Investment Strategies 13:13 - AI Disruption & Technological Evolution 17:46 - Narrative-Driven Markets & AI Influence 20:00 - Cryptocurrency & Decentralized Finance 22:00 - Conclusion Referenced podcasts (for further listening): - "AI Disruption Fears, Markets Bet on Dovish Tilt Under Warsh Led Fed" (Bloomberg Daybreak: Asia Edition) - "Single Best Idea with Tom Keene Eswar Prasad & Jed Kolko" (Bloomberg Surveillance) - "Implications of an “Americas First” Foreign Policy" (Exchanges) - "The Cognitive Science Behind Sudden Change" (HBR IdeaCast) - "Why Silver Is Flowing East Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus SaaS & AI)" (Monetary Matters with Jack Farley) - "The Surprising Similarity Between the US and Chinese Internets" (Odd Lots) - "Why Markets Aren’t Scared of Kevin Warsh" (Prof G Markets) - "Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap" (Real Vision: Finance & Investing) - "Palmer Luckey on Hardware, Building, and the Next Frontiers of Innovation" (The a16z Show) - "UGO09 Playing the Players in a Narrative Market ft. Ben Hunt" (Top Traders Unplugged) - "Why Bitcoin Is Falling Right Now (Fed Politics, Regulation & Liquidity Explained)" (Unblocking The Chain) - "The next Fed chair" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.

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