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Conversations on Groong - June 16, 2025In this episode of Conversations on Groong, we speak with Fyodor Lukyanov, editor-in-chief of Russia in Global Affairs, to analyze the geopolitical fallout from Israel's surprise military campaign against Iran, known as Operation Rising Lion. We explore how the attacks may sabotage U.S.-Iran nuclear negotiations, shift Russia's strategic calculus, and destabilize the South Caucasus—particularly Armenia's Syunik province. We also examine the implications for Russia-Iran relations, the "Zangezur Corridor", and Azerbaijan's military posture. Finally, we discuss Ukraine's Operation Spiderweb, recent Russian rhetoric labeling Ukraine a terrorist state, and whether Moscow is preparing to escalate its war effort.Topics:Israel hits Iran, talks collapseArmenia at risk if Iran weakensRussia hardens stance on UkraineGuest:Fyodor Lukyanov (Фёдор Алекса́ндрович Лукья́нов)Hosts:Hovik ManucharyanAsbed BedrossianEpisode 447 | Recorded: June 15, 2025SHOW NOTES: https://podcasts.groong.org/447VIDEO: https://youtu.be/aNoYaXZrwhQ#RisingLion #IsraelIranConflict #RussiaIranAlliance #ZangezurCorridor #UkraineWarSubscribe and follow us everywhere you are: linktr.ee/groong
Graeme Raubenheimer speaks with Mr Keith Khoza, Acting Spokesperson to Deputy President Paul Mashatile, about the Deputy President’s upcoming working visit to the Russian Federation. The five-day trip includes high-level diplomatic meetings in Moscow with Russian leaders including President Vladimir Putin and participation in the St. Petersburg International Economic Forum (SPIEF 2025). Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
The first half of the year has provided investors with ample food for thought, but what's next and how should investors be positioned for the second half of the year? In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, discuss with Helen Freer the impact of the US administration on the global economy, the importance of adopting a global investment approach, and the current opportunities, particularly in the equities and fixed income space.(00:33) - Introduction (00:53) - US policies and what it means for the global economy (03:33) - Risk of a recession (05:03) - Expectations for the US Federal Reserve (06:31) - Investing in equities - diversify (07:44) - Why focus on mid-caps? (10:01) - Opportunities in India and China (11:28) - Why do we like Japan? (12:32) - The importance of stock-picking in the current environment (14:40) - Should gold form part of an investor's allocation? (15:47) - Where does the US dollar go from here? (17:04) - Is the Swiss franc the ultimate safe-haven currency? (17:44) - What does the global trade policy uncertainty mean for credit spreads? (18:55) - Opportunities in the fixed income space (19:44) - What do we prefer in terms of duration? (20:29) - Opportunities in Euro bonds (20:52) - What's in store for emerging market debt? (21:34) - Next Generation: a barbell strategy with Extended Longevity and Future of Finance (23:41) - Next Generation: Future Cities (24:15) - Summary (25:29) - Conclusion Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science
With Eliot still on the road, Eric welcomes Dennis Ross, Counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy and former Director of Policy Planning under James Baker, Special Middle East Envoy under President Clinton among several other high level national security positions at State, Defense and the White House under Presidents Carter, Reagan, Bush 41, Clinton, and Obama. Dennis is also a prolific author including his memoir of Middle East diplomacy, The Missing Peace, Doomed to Succeed - a history of U.S.-Israel relations, and most recently Statecraft 2.0: What America Needs to Lead in a Multipolar World, (New York: Oxford University Press, 2025). They discuss why Dennis chose to update his 2005 book on Statecraft, his choice of case studies including German Reunification, the First Gulf War, Bosnia, the Iraq War and the Syria policy debacle under President Obama. He describes the contending schools of thought about America's role in the world, including America First, Restrainers, Realists, and Liberal Internationalists and their differences over the use of force, alliances, as well as the role of interests and values in American foreign policy. He outlines the habits of good statecraft, including proper assessments, use of leverage and coercion, Presidential leadership and empowering lower level officials while avoiding groupthink. Along the way they discuss Afghanistan, Libya, the war in Ukraine and Dennis's assessment of President Trump's trip to the Middle East and his policy approach to the war in Ukraine and changing Vladimir Putin's calculus about war termination. Statecraft 2.0: What America Needs to Lead in a Multipolar World: https://a.co/d/j8C7WcH Shield of the Republic is a Bulwark podcast co-sponsored by the Miller Center of Public Affairs at the University of Virginia.
In this episode of the Bitcoin Matrix Podcast, I chat with Tad Smith, the former CEO of Sotheby's and Madison Square Garden, and the current CEO of Durable Money. We also dig deep into investing, valuation frameworks, AI, tariffs, and the future of American labor. Meet the man who's led billion-dollar companies and still chose to go down the Bitcoin rabbit hole. ––– Offers & Discounts ––– ⭐ Get 10% OFF Blockhunters — the ultimate Bitcoin board game. Visit https://blockhuntersgame.com/ and use code btcmatrix at checkout! Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix/event/bitcoin-2025 Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/Matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Tad Smith on X: https://x.com/tadtweets ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:10 – Meet Tad Smith: Ex-CEO Turned Bitcoiner 02:30 – Childhood in Denver & Ivy League Choice 04:00 – JP Morgan, HBS & Rockefeller Days 07:00 – Music & Media Career: BMG to McKinsey 09:00 – Corporate Climb: Starwood, Elsevier, MSG 14:00 – Sotheby's CEO & Bitcoin Rabbit Hole 17:00 – Teaching Finance & Discovering Bitcoin 21:30 – Fiat Illusion: Markets vs. Money Supply 25:00 – Kubler-Ross Model of Bitcoin Adoption 28:00 – Tech Patterns: Yahoo, Google, Amazon 33:00 – Collectibles, Scarcity & Emotional Investing 36:00 – Tad's Personal Stock Bets 39:00 – Indexing & Monopoly Dynamics 43:00 – Bitcoin as the Benchmark 48:00 – Portfolio Moves: Strategy, Options, Art 52:00 – The Maxi Mindset 54:00 – Tariffs & AI's Economic Impact 59:00 – Robots & Reshoring Risks 1:03:00 – Purpose Beyond Work 1:06:00 – AI & Post-Work Societies 1:09:00 – America's Economic Reckoning 1:12:00 – Fixing Education & National Confidence 1:15:00 – Long-Term Optimism Despite Chaos 1:18:00 – The Battle for Bitcoin Narrative 1:21:00 – Bitcoin's Role in the Next Economy 1:24:00 – What TradFi Still Misses About Bitcoin 1:28:00 – Advice to Young Investors 1:31:00 – Thoughts on Bitcoin ETFs & Regulation 1:35:00 – Why Bitcoin Is Undervalued 1:38:00 – Bitcoin in a Multipolar World 1:41:00 – Preparing for Hyperbitcoinization 1:44:00 – Final Thoughts on Freedom & Legacy I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/national-security
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day
In a multipolar world where America wields less relative power, the United States can no longer get away with poor statecraft. To understand how the US can approach future national security challenges, I spoke with Dennis Ross, a senior US diplomat and the counselor and William Davidson Distinguished Fellow at the Washington Institute for Near East Policy. His new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World (Oxford University Press, 2025) offers a revised toolkit for US foreign policy and global leadership. The United States may still be the world's strongest country, but it now faces real challenges at both a global and regional level. The unipolar world which was dominated by America after the Cold War is gone. Unlike the Soviet Union, China is both a military and economic competitor and it is actively challenging the norms and institutions that the US used to shape an international order during and after the Cold War. Directly and indirectly, it has partners trying to undo the American-dominated order, with Russia seeking to extinguish Ukraine, and Iran trying to undermine American presence, influence, and any set of rules for the Middle East that it does not dominate. The failures of American policy in Afghanistan and Iraq have weakened the domestic consensus for a US leadership role internationally. Traditions in US foreign policy, especially the American sense of exceptionalism, have at different points justified both withdrawal and international activism. Iraq and Afghanistan fed the instinct to withdraw and to end the “forever wars.” But the folly of these US interventions did not necessarily mean that all use of force to back diplomacy or specific political ends was wrong; rather it meant in these cases, the Bush Administration failed in the most basic task of good statecraft: namely, marrying objectives and means. Nothing more clearly defines effective statecraft than identifying well-considered goals and then knowing how to use all the tools of statecraft—diplomatic, economic, military, intelligence, information, cyber, scientific, education—to achieve them. But all too often American presidents have adopted goals that were poorly defined and not thought through. In Statecraft 2.0, Dennis Ross explains why failing to marry objectives and means has happened so often in American foreign policy. He uses historical examples to illustrate the factors that account for this, including political pressures, weak understanding of the countries where the US has intervened, changing objectives before achieving those that have been established, relying too much on ourselves and too little on allies and partners. To be fair, there have not only been failures, there have been successes as well. Ross uses case studies to look more closely at the circumstances in which Administrations have succeeded and failed in marrying objectives and means. He distills the lessons from good cases of statecraft—German unification in NATO, the first Gulf War, the surge in Iraq 2007-8—and bad cases of statecraft—going to war in Iraq 2003, and the Obama policy toward Syria. Based on those lessons, he develops a framework for applying today a statecraft approach to our policy toward China, Iran, and the Israeli-Palestinian conflict. The book concludes with how a smart statecraft approach would shape policy toward the new national security challenges of climate, pandemics, and cyber. Dr. Andrew O. Pace is a historian of the US in the world who specializes in the moral fog of war.
On this week's episode, Israel Policy Forum Policy Advisor and Tel Aviv-based journalist Neri Zilber hosts Ambassador Dennis Ross, lead Middle East peace process negotiator in the H.W. Bush and Clinton administrations and current counselor and William Davidson distinguished fellow at the Washington Institute for Near East Policy, to unpack President Trump's trip to the Middle East. They provide a high-level overview of U.S. foreign policy under the Trump administration and discuss the U.S.-Israel and Trump-Netanyahu relationships, the present and future of the Gaza war, prospects for a two-state outcome to the Israeli-Palestinian conflict, and Dennis' new book, Statecraft 2.0: What America Needs to Lead in a Multipolar World.Support the showFollow us on Instagram, Twitter/X, and Bluesky, and subscribe to our email list here.
This week, Jacob's caffeinated and Rob is just trying to keep us on track as the duo dive into the so-called “Asian reverse currency crisis,” a spike in Asian FX that's less a crisis and more the result of twenty-five years of carry trades finally snapping. We break down what it means for the dollar, for diversification, and for the poor bastards running Taiwanese insurance portfolios. Then: Trump wants tariffs on foreign movies (seriously), Saudi Arabia starts pumping oil like it's 2019, and we finish with why empty shelves might be the most underpriced risk in markets right now. Buckle up.--Timestamps:(00:00) - Introduction and Podcast Overview(00:44) - Recording on a Tuesday: Unusual Timing(01:53) - Taiwanese Dollar Surge: A Financial Analysis(03:21) - Asian Financial Crisis: Historical Context(05:46) - Implications for Global Markets(22:16) - Investment Strategies for a Multipolar World(25:26) - Trump's Tariff on Foreign Movies: A Soft Power Debate(36:38) - US Soft Power: A Decline in Influence(41:49) - Saudi Arabia's Oil Strategy(46:25) - Global Oil Market Dynamics(57:53) - Impact of Tariffs on US Retail(01:05:41) - Geopolitical Tensions and Future Outlook(01:06:39) - Conclusion and Contact Information--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Moderator: Commodore Ian Park, UK Royal Navy; Visiting Lecturer in Law, Yale Law School.1. Ms Liuva Ramos Masó, Early Career Researcher (Ghent Alumni), Office of the High Commissioner for Human Rights (OHCHR): Hide and seek with private military companies (pmcs) the urgent need for an international regulatory framework. (01:48)2. Dr Kostia Gorobets, Assistant Professor of International Law, University of Groningen: The Law of Multipolarity: How Russia Creates Its Alternative Legality. (17:02)3. Dr Alberto Rinaldi, Postdoctoral Researcher, Lund University: Cognitive Warfare in the Biotechnological Age: Threats and Challenges to International Law. (29:18)4. Dr Mohamad Janaby, Lecturer, University of Glasgow: Counter-Terrorism and Government Recognition: The Intersection of International Law in Post-Conflict Transitions. (44:21)This is a recording from the events of the 14th Annual Cambridge International Law ConferenceThis is a collection of recordings from the events of the 14th Annual Cambridge International Law Conference, held under the title 'Navigating a Multipolar World: Challenges to the Post-WWII Status Quo of International Law' on 28 & 29 April 2025 at the Faculty of Law, University of Cambridge.For more information about the conference, and the Journal, see:http://cilj.co.uk/
Moderator: Commodore Ian Park, UK Royal Navy; Visiting Lecturer in Law, Yale Law School.1. Ms Liuva Ramos Masó, Early Career Researcher (Ghent Alumni), Office of the High Commissioner for Human Rights (OHCHR): Hide and seek with private military companies (pmcs) the urgent need for an international regulatory framework. (01:48)2. Dr Kostia Gorobets, Assistant Professor of International Law, University of Groningen: The Law of Multipolarity: How Russia Creates Its Alternative Legality. (17:02)3. Dr Alberto Rinaldi, Postdoctoral Researcher, Lund University: Cognitive Warfare in the Biotechnological Age: Threats and Challenges to International Law. (29:18)4. Dr Mohamad Janaby, Lecturer, University of Glasgow: Counter-Terrorism and Government Recognition: The Intersection of International Law in Post-Conflict Transitions. (44:21)This is a recording from the events of the 14th Annual Cambridge International Law ConferenceThis is a collection of recordings from the events of the 14th Annual Cambridge International Law Conference, held under the title 'Navigating a Multipolar World: Challenges to the Post-WWII Status Quo of International Law' on 28 & 29 April 2025 at the Faculty of Law, University of Cambridge.For more information about the conference, and the Journal, see:http://cilj.co.uk/
The Global South isn't standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG's Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-powered impact. Learn More: Aparna Bharadwaj: https://on.bcg.com/4cIKW3V In a Multipolar World, the Global South Finds Its Moment: https://on.bcg.com/42UhQLnBCG on Emerging Markets: https://on.bcg.com/4cMJ9e4BCG's Center for Geopolitics: https://on.bcg.com/3EA5A9A[00:00] Aparna's 'So What'[02:18] The Global South From Its Own Perspective[04:12] Common Themes In The Global South[07:43] Climate And Sustainability[08:47] How Countries Are Navigating Their Own Paths[11:08] China's Role In The Global South[13:28] How Leaders In The Global North Can Flip The Narrative[14:53] Emerging Industries In The Global South[17:15] The Global South Is A Positive Story[18:31] The Future Of Global Commerce[20:21] Advice To Leaders In The Global South[21:26] The 'Now What'This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Merhaba sevgili dinleyiciler, uzun bir aradan sonra Paradigma Podcast'e devam ediyoruz! Bu bölümde konuklarımız, City, University of London'dan Dr. Mustafa Kutlay ve Kadir Has Üniversitesi'nden Dr. Emrah Karaoğuz. Kendileri geçtiğimiz yıl "Development and Foreign Policy in Turkey: Rethinking Interconnectedness in a Multipolar World" adlı kitabı yayımladılar ve bu çalışmada Türkiye'nin kalkınma politikaları ile dış politikası arasındaki dinamikleri ele alıyorlar. Biz de bu kitaptan yola çıkarak bir söyleşi gerçekleştirdik. Keyifli dinlemeler!
In this week's episode, Tom and Helen zoom out to look at the wider geopolitical world order coming into being in the midst of Donald Trump's second term, and whether American acceptance of a multipolar world is the key thread in Trump's geopolitical ambitions. Hosted on Acast. See acast.com/privacy for more information.
Education, economy, and sustainability—where do we start to achieve Indonesia Emas 2045?Dominic Jermey (British Ambassador to Indonesia) emphasizes that collaboration is the key. From increasing the number of Indonesian students in the UK, tackling energy transition challenges, to attracting foreign investment, everything revolves around one thing: people. And a country like the UK stands ready to support this.A glimpse of hope—that Indonesia is not walking this path alone.#Endgame #GitaWirjawan #UnitedKingdom
Matt Ehret and GhostofBPH dive into the latest geopolitical shifts, analyzing Saudi Arabia's growing role as a global power broker, the unexpected ceasefire talks between Ukraine and Russia, and what these moves mean for the future of the unipolar world order. They break down the real reasons behind MBS's strategic alliances, the Western establishment's desperate attempts to hold on to control, and why the multipolar system is no longer just an idea, it's becoming reality. Plus, an in-depth discussion on the battle over energy, nuclear power, and the financial system that will shape the next era of human civilization. This one's a deep dive into the forces shaping the world's future.
A firm and lasting peace treaty, a ceasefire, in or out of NATO, in or out of the EU, European or international peacekeeping forces, an unending slog, or Russian tanks in downtown Kyiv?What are the realistic…and unrealistic…options for Ukraine as they enter the 4th year of the Russo-Ukrainian War of 2022?Is the best path for Ukrainian security instead a new security architecture based on Ukrainian power itself?How do you create a framework that could produce a realistic peace, while giving Ukraine a deterrence from future conflict?Using her recent article in Foreign Affairs, Ukraine Must Guarantee Its Own Security, as a kicking off point for our conversation on these and related topics returning to Midrats will be Emma Ashford.Emma is a senior fellow with the Reimagining US Grand Strategy program at the Stimson Center, and the author of First Among Equals: U.S. Foreign Policy for a Multipolar World, forthcoming from Yale University Press.Showlink Ukraine Must Guarantee Its Own SecuritySummaryIn this conversation, Sal, Mark, and Emma Ashford delve into the complexities of the Ukraine conflict, discussing historical agreements like the Budapest Memorandum, the implications of NATO membership, and the current geopolitical landscape. They explore the challenges of European defense strategies, the lessons from Finland's historical context, and the potential pathways to peace negotiations. The discussion emphasizes the need for Ukraine to build its own security capabilities while navigating the intricate dynamics of international relations.TakeawaysThe Budapest Memorandum's implications are still relevant today.NATO membership remains a contentious issue for Ukraine.European states have divergent threat perceptions affecting defense strategies.The concept of 'Bluff and Pray' highlights European defense challenges.Lessons from Finland's Winter War can inform Ukraine's strategy.Ukraine must focus on internal capabilities for security.The US presence in Europe influences European defense initiatives.Negotiating peace involves complex territorial and sovereignty questions.European defense production can align with Ukraine's needs.The need for a unified European defense strategy is critical.Chapters00:00: Introduction and Context of the Ukraine Conflict03:59: The Budapest Memorandum and Its Implications06:41: NATO's Role and European Security Dynamics11:55: European Military Capabilities and Collective Action Problems18:25: Bluff and Pray: The Dilemma of European Deterrence20:52: The Risks of European Military Engagement in Ukraine28:10: NATO's Role in Ukraine's Security32:45: Ukraine's Self-Defense and Historical Parallels37:39: Models of Neutrality and Defense40:20: European Defense Production and Cooperation46:49: US Withdrawal Scenarios and European Responsibility51:19: Negotiating Peace: Territory, Arms, and Finance
In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's position, the viability of continued U.S. support, and the shifting dynamics in global geopolitics. Watch the full clip of the meeting below->Full link: https://www.youtube.com/watch?v=kEOv4x_FIsc--Timestamps:(00:00) - Intro(00:42) - Setting the Scene and Marko's Take(08:19) - Historical Context and Jacob's Take(17:04) - Will Russia Turn?(26:38) - Europe's Future in the Balance(29:22) - Does it Matter if Trump Abandons Europe? (34:48) - NATO's Purpose and American Interests(37:06) - Germany's Military History and Current Perception(41:45) - The Multipolar World and American Primacy (Trump and Obama)(50:45) - Zelensky's Leadership and Ukraine's Future--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Interview recorded - 21st of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Glenn Diesen. Glenn is a professor at the University of South-Eastern Norway & geopolitical commentator.During our conversation we spoke further about the current geopolitical landscape, US & Russia to negotiate peace, disaster of Biden tenure, Russian threat for Europe, Ukrainian tragedy, China & US conflict, the end of US hegemon and more. I hope you enjoy!0:00 - Introduction2:18 - Geopolitical landscape5:04 - US & Russia to negotiate peace?9:59 - Graveyard of empires13:22 - Biden tenure14:42 - European security issue18:07 - Russia threat for Europe?22:12 - Ukraine tragedy25:52 - Monroe doctrine?28:17 - China & US conflict?33:47 - Does China want to be a hegemon?37:02 - One message to takeaway?Professor Diesen is an academic, author, editor, and political commentator. His research focus is primarily on Russian foreign policy and the geoeconomics of Greater Eurasia and the emerging strategic partnership between Russia and China. Diesen's latest books are The Ukraine War & the Eurasian World Order (2024); Russophobia: Propaganda in International Politics (2022), Europe as the Western Peninsula of Greater Eurasia: Geoeconomic Regions in a Multipolar World (2021); Russian Conservatism: Managing Change under Permanent Revolution (2021); Great Power Politics in the Fourth Industrial Rivalry: The Geoeconomics of Technological Sovereignty (2021); The Return of Eurasia (2021); Russia in a Changing World (2020); The Decay of Western Civilisation and Resurgence of Russia: Between Gemeinschaft and Gesellschaft (2018); Russia's Geoeconomic Strategy for a Greater Eurasia (2017); and EU and NATO relations with Russia: After the collapse of the Soviet Union (2015).Glenn Diesen: X: https://twitter.com/Glenn_DiesenSubstack: https://glenndiesen.substack.com/YouTube: @GDiesen1 WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Russia, the US, Ukraine, Armenia, Georgian, and the New Global OrderConversations on Groong - February 16, 2025TopicsA New Détente?The Trump-Putin CallRussia's Strategic ChoicesRusso-Armenian RelationsRusso-Azerbaijani RelationsGeorgia's PragmatismGuestFyodor Lukyanov (Фёдор Алекса́ндрович Лукья́нов)HostsHovik ManucharyanAsbed BedrossianEpisode 414 | Recorded: Valentine's Day, February 14, 2025Video: https://youtu.be/55f4iBCIAGYSubscribe and follow us everywhere you are: linktr.ee/groong
Glenn Diesen & Arman Grigoryan - The Incoming Multipolar World | Ep 411, Feb 9, 2025Conversations on Groong - February 9, 2025TopicsThe Ongoing conflicts: Gaza, Syria, UkraineShifting Global Power and AlliancesSmall Countries in a Multipolar WorldGuestGlenn DiesenArman GrigoryanHostsHovik ManucharyanAsbed BedrossianEpisode 411 | Recorded: February 6, 2025Subscribe and follow us everywhere you are: linktr.ee/groong
Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end.--Timestamps:(00:00) - The Evening Special(03:33) - Unexpected Developments(18:14) - The Implications of Tariffs and Negotiations(28:14) - Geopolitical Implications of Tariffs(36:23) - The Multipolar World and America's Strategic Position(49:39) - The Shifting Dynamics of Global Power(01:00:40) - Geopolitical Perspectives on the Ukraine Conflict(01:07:08) - The Future of Ukraine and Russia's Strategy(01:18:41) - The Future of Luka Doncic: Challenges and Opportunities(01:28:06) - Introducing Geopolitical Cousins: A New Podcast--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Our Global Head of Fixed Income & Public Policy Research Michael Zezas discusses how Morgan Stanley's key themes – deglobalization, longevity, the future of energy, and artificial intelligence – will evolve in 2025 and beyond.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Public Policy Research. Today I'll discuss the key investment megatrends Morgan Stanley Research will be following closely in 2025. It's Wednesday, January 15th, at 10am in New York. Short-term trends can offer investors valuable insights into immediate market dynamics. But it's the long-term trends that truly shape the investment landscape. That's why each year, Morgan Stanley Research identifies a short list of megatrends that we believe will provide long-term investment opportunities in an ever-changing world. Three of Morgan Stanley's megatrends—artificial intelligence, longevity, and the future of energy—carry over from last year. A fourth—the rewiring of the global economy—returns to our list after a hiatus in 2024. While none of these megatrends is new, each has evolved in terms of how it applies to investment strategies. Let's start with the rewiring of global commerce for a Multipolar World. As I mentioned, this theme rejoins our list of key megatrends after a year-long break. Why? In short, it's clear that policymakers globally are poised to implement policies that will speed up the breakdown of the post-Cold War globalization trend. Simply put, policymakers are keen to promote their visions of national and economic security through less open commerce and more local control of supply chains and key technologies. Multinationals and sovereigns may have to accelerate their adaptation to this reality. Some will face tougher choices than others, while there are some who may still benefit from facilitating this transition. Knowing who fits into which category—and how this new reality may play out—will be critical for investors. Our next theme—Longevity—remains an essential long-term secular trend, and this year the focus will be on measurable impacts for governments, economies, and corporates. The ripple effects of an aging population, the drive for healthy longevity, and challenging demographics across many geographies continue to impact markets. And in 2025, we see investors focusing on several specific longevity debates: First, innovation across healthcare – especially in an AI world, with obesity medications remaining front and center. Second, impacts on consumer behavior – including the drive for affordable nutrition. Third, the need to reskill aging workforces – especially if retirement ages move higher. And, finally, there's implications for financial planning and retirement – with a bull market for financial advice just starting. Our next theme centers around energy. When we think about the future of energy, our focus for 2025 shifts from decarbonization to the wide range of factors driving the supply, demand, and delivery of energy across geographies. And the common thread here is the potential for rapid evolution. We'll be tracking four key dynamics: First, an increasing focus on energy security. Second, the massive growth in energy demand driven by trillions of dollars of AI infrastructure spend, to be met both by fossil fuel-powered plants and renewables. Third, innovative energy technologies such as carbon capture, energy storage, nuclear power, and power grid optimization. And fourth, increased electrification across many industries. We continue to believe that carbon emissions will likely exceed the targets in various nations' climate pledges. So, we expect focus to shift toward climate adaptation and resilience technologies and business models. Our last key theme is artificial intelligence and tech diffusion. Although it's been two years since the launch of ChatGPT, we're still in the early innings of AI's diffusion across sectors and geographies. However, while 2024 was driven by AI enablers and infrastructure companies, in 2025 we expect the market to focus on early AI downstream use cases that drive efficiency and market share. As you heard yesterday, our Global Head of Thematic Research Ed Stanley, explained that there's alpha in understanding this rate of change. Agentic AI will be center stage, with robust enterprise adoption, stock outperformance for early adopters, positive surprises in model capabilities, greater breadth of monetization, and thus less attention to return-on-investment debates. Before I close, it's worth mentioning that you will likely see connections between these complex themes. As an example, the complexity of a multipolar world makes energy security all the more vital. The demand for energy connects with the enormous power requirements of AI. And AI is set to drive healthcare innovations which could help us lead longer healthier lives. We see these four themes not as static categories but as an interconnected roadmap for investing over the long-term – and we'll be sharing more on specific debates throughout the year. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
In this episode of the Crazy Wisdom Podcast, Stewart Alsop talks with guest Saila about Argentina's fascinating socio-economic dynamics, its chaotic history, and potential future under the current government. Topics range from Argentina's unique financial practices—like the "blue dollar" system and the impact of inflation on everyday life—to global geopolitical shifts, the role of bureaucracy, and the rise of multipolarity. They also explore the opportunities and challenges for crypto and fintech in Argentina, drawing connections to innovation spurred by economic adversity. Check out Saila on Twitter at @sailaunderscore for more insights.Check out this GPT we trained on the conversation!Timestamps00:00 Introduction and Welcome00:13 Argentina's Economic Situation00:56 Understanding the Blue Rate03:20 Psychological Impact of Inflation07:17 Global Political Dynamics14:30 AI and Human Perception21:23 Bureaucracy and Governance28:20 Historical Context and Future Predictions37:36 The Birth of ARPA and NASA38:21 Crazy Ideas and Vietnam39:11 The Internet's Origin and Tech's Evolution39:46 The Political Silence of Tech Giants40:58 The Dark Matter of Eligibility41:30 Navigating the Tech and Finance Worlds48:37 The Reality of Crypto in Argentina58:36 Argentina's Unique Financial Landscape01:07:20 Conclusion and Final ThoughtsKey InsightsArgentina's Economic Complexity and the Blue Dollar: Argentina's economic system is uniquely chaotic, characterized by a dual exchange rate system with the "blue dollar" or parallel exchange rate operating alongside the official rate. This system reflects a deeply ingrained culture of financial adaptation and innovation, where residents navigate inflation and economic instability with remarkable dexterity. The resilience and pragmatism of Argentines in the face of such challenges have made their everyday understanding of economics highly nuanced and practical.The Global Perception of Argentina Under Javier Milei: Under the leadership of Javier Milei, Argentina is at a critical juncture, attempting to shift from decades of economic chaos to potential stabilization. Despite initial skepticism, Milei's administration has managed to maintain a credible fiscal policy, such as adhering to a zero primary deficit. This success challenges both local and global expectations, showcasing how Argentina's political narrative can surprise even seasoned economists.The Global Shift from Unipolarity to Multipolarity: The conversation reflects on the decline of the unipolar world order dominated by the United States and the rise of a more fragmented multipolar reality. With China as a prominent actor but inexperienced in global leadership, the dynamics of international power are evolving. The U.S. faces a choice between deliberate withdrawal from global dominance or grappling with a loss of influence—a process that holds implications for countries like Argentina operating on the periphery.The Power of Illegibility in Systems and Markets: Saila introduces the concept of "illegibility," where the real value in systems often lies in aspects that are not immediately visible or measurable. This is particularly true in environments like Argentina, where formal systems often fail, and informal networks and practices flourish. The same holds in global markets and innovation hubs, where the most significant opportunities often emerge from navigating the unspoken or unseen rules.The Role of Crypto in Argentina's Financial Landscape: Argentina has become a critical testbed for cryptocurrency applications due to its economic instability and limited access to traditional credit markets. Stablecoins, in particular, have found real-world use cases as tools for saving and transacting in a volatile economy. This positions Argentina as an unlikely but important center for crypto innovation, driven by necessity rather than speculation.Innovation Through Constraint: Economic adversity in Argentina has sparked remarkable creativity and ingenuity among its population. From unique financial practices like partial cash housing transactions to unconventional uses of stablecoins, the constraints of the system have fostered innovation. This serves as a case study in how challenging environments can generate solutions with broader applicability, even in more stable economies.Bureaucracy as an Autonomous Agent: The conversation draws parallels between bureaucratic systems in Argentina and those in developed nations like the U.S., highlighting how they often evolve into semi-autonomous entities prioritizing their survival. Argentina's overgrown bureaucracy has contributed to inefficiency and economic decline, yet similar patterns of self-preservation and stagnation are visible in Western governments and institutions as well.
The BRICS+ summit was held in the Russian city of Kazan this past October. The original BRICS comprised four countries: Brazil, Russia, India, and China. The first meeting that they held was in 2009. South Africa joined in 2011. BRICS has now grown to include Egypt, Ethiopia, Iran, and the United Arab Emirates. The recent summit also invited 13 countries to the group as partner states. Countries that have expressed interest in joining BRICS include Indonesia, Malaysia, Thailand (which is a U.S. treaty ally), and Turkey (which is a member of NATO).As countries in the Global South flock to form an increasingly significant geopolitical bloc in which China has assumed a leading role, it is important to understand how BRICS+ fits into China's foreign policy strategy and the role that the BRICS mechanism is likely to play going forward. To discuss these issues, host Bonnie Glaser is joined by Alexander Gabuev, director of the Carnegie Russia Eurasia Center which is based in Berlin. His research focuses on Chinese and Russian foreign policy. Timestamps[00:00] Start[01:37] Behind the Creation of BRICS[04:08] BRICS+ in China's Foreign Policy Objectives[06:20] Domination of China in BRICS+[09:13] Russian and Chinese Interest in BRICS+[14:16] China and the Expansion of BRICS[18:07] Noteworthiness of the Kazan Declaration[21:10] Possibility of a BRICS Currency[28:11] BRICS+ and U.S. Policy Under Donald Trump[30:26] Responding to BRICS+ and a Multipolar World
China, BRICS, New World Order, Armenia in Kazan, Georgian Elections in 2024 | Ep 382 - Nov 4, 2024Conversations on GroongTopics:China, and the New World OrderBRICS Summit and Multipolarity Armenia at BRICS Georgian Elections in 2024Guest:Benyamin Poghosyan - TW/@Benyamin_PoghosHosts:Hovik Manucharyan - TW/@HovikYerevanAsbed Bedrossian - TW/@qubriqEpisode 382 | Recorded: November 4, 2024Subscribe and follow us everywhere you are: linktr.ee/groong
In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nuances within different levels of the capital structure.Topics Discussed• The rise of China and its implications for the Western world in terms of semiconductors, high computing, and Quantum computing• The potential of AI and its transformative impact on professional lives and the world at large• The geopolitical risks, specifically the Chinese intent on dominating the business landscape• The unique situation of Taiwan as a major producer of semiconductors and its implications for global supply chains• The challenges of predicting the decisions of nonlinear systems and the impact of major perturbations on politics, energy, society, and culture• The role of social media in amplifying voices from the edge of the network and the challenges this presents for lay people and experts alike• The potential for a breakdown in trust between the population and the government-media-medical nexus• The impact of the changing energy landscape on the U.S.'s geopolitical world viewThis episode is a must-listen for anyone interested in understanding the complexities of the emerging multipolar world, the role of AI, and the geopolitical shifts in the global landscape. It provides valuable insights into the intricacies of these topics and strategies to navigate the uncertain future.
In part two of our interview series, we explore how private equity can continue expanding its global footprint and what it will take to thrive in a multipolar world.
As the world transitions to multipolar order, America is faced with an opportunity to recalibrate its international relations. Rather than viewing this shift with concern, we should embrace a new era of strategic restraint and balanced power dynamics. Moving forward, global power and stability should be determined by international cooperation and America has an opportunity to allow that to happen. Andrew Latham from Macalester College joins the show.
During the first half of this episode, we feature a segment from CODEPINK Congress, in which Rania Khalek, host of Breakthrough News, talks about Lebanese resistance to Israel's genocide in Gaza and bombings of civilian neighborhoods in Lebanon. In the second half, CODEPINK organizer Marcy Winograd interviews economist and author Jeffrey Sachs about his recent article, “Beyond Hegemony-A New International Order Under the UN Charter.”
A growing unrest under the ruling order is sweeping Western nations, and Donald Trump has become the avatar for this populist wave. How do these populist forces change the political dynamic both domestically and internationally? Author and commentator Dr. Steve Turley joins me to discuss his new book, "Fight." Follow on: Apple: https://podcasts.apple.com/us/podcast/the-auron-macintyre-show/id1657770114 Spotify: https://open.spotify.com/show/3S6z4LBs8Fi7COupy7YYuM?si=4d9662cb34d148af Substack: https://auronmacintyre.substack.com/ Twitter: https://twitter.com/AuronMacintyre Gab: https://gab.com/AuronMacIntyre YouTube:https://www.youtube.com/c/AuronMacIntyre Rumble: https://rumble.com/c/c-390155 Odysee: https://odysee.com/@AuronMacIntyre:f Instagram: https://www.instagram.com/auronmacintyre/ Today's sponsors: Visit https://farmerbillsprovisions.com/discount/AURON Visit https://isi.org/ to learn more about internships, fellowships, and resources to help conservative students. Visit https://supremecoup.com/Auron/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Russia and China are partnering to build a multipolar world order.
Interview recorded - 23rd of September, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Glenn Diesen. Glenn is a Norwegian political scientist and professor at the University of South-Eastern Norway.During our conversation we spoke about the current geopolitical outlook, US hegemon, risk of the collapse of the US hegemon, a multipolar war, increasing geopolitical tensions, economic optionality and more. I hope you enjoy!0:00 - Introduction1:03 - Current outlook on geopolitics?2:56 - US hegemony being challenged?4:04 - US hegemony and unipolar world10:11 - World leaders seeing US as hypocrites?19:27 - Could US have prevent challenge of hegemon?24:09 - What is a multipolar world?30:04 - Economic optionality for economies35:56 - One message to takeaway from conversation?Professor Diesen is an academic, author, editor, and political commentator. His research focus is primarily on Russian foreign policy and the geoeconomics of Greater Eurasia and the emerging strategic partnership between Russia and China. Diesen's latest books are The Ukraine War & the Eurasian World Order (2024); Russophobia: Propaganda in International Politics (2022), Europe as the Western Peninsula of Greater Eurasia: Geoeconomic Regions in a Multipolar World (2021); Russian Conservatism: Managing Change under Permanent Revolution (2021); Great Power Politics in the Fourth Industrial Rivalry: The Geoeconomics of Technological Sovereignty (2021); The Return of Eurasia (2021); Russia in a Changing World (2020); The Decay of Western Civilisation and Resurgence of Russia: Between Gemeinschaft and Gesellschaft (2018); Russia's Geoeconomic Strategy for a Greater Eurasia (2017); and EU and NATO relations with Russia: After the collapse of the Soviet Union (2015).Glenn Diesen: X: https://twitter.com/Glenn_DiesenSubstack: https://glenndiesen.substack.com/YouTube: @GDiesen1 WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Pascal Lottaz - Neutrality Studies, Armenia and the Incoming Multipolar WorldConversations on Groong - September 23, 2024Topics: - What is "Neutrality Studies"? - Rise of the multi-polar world - Armenia in a multi-polar world - Supply chain security in a multi-polar worldGuest: - Dr. Pascal LottazHosts: - Hovik Manucharyan - TW/@HovikYerevan - Asbed Bedrossian - TW/@qubriqEpisode 367 | Recorded: September 18, 2024Subscribe and follow us everywhere you are: linktr.ee/groong
BRICS Meeting to Develop Multipolar World - Jeffrey Sachs, Alexander Mercouris & Glenn Diesen
Russian President Vladimir Putin has expressed his country's readiness to strengthen coordination with China to unite more Global South countries and promote a multipolar world.
Move over NATO, now there are even more acronym groups coming to challenge the “international rules-based order” that has been running and ruining this planet for half a century. As the BRICS+, SCO, NDB, ASEAN, and BRI emerge on the world scene, things are changing for the Globalists. With BRICS doubling the size of its membership group just in 2024, it is set to expand even further in the next decade as more and more countries slip through the grip of the Empire and escape to do business with sane and rational partners from their region of the world through the Belt & Road Initiative. The Octopus of Global Control Audiobook: https://amzn.to/3xu0rMm Anarchapulco 2024 Replay: www.Anarchapulco.com Promo Code: MACRO Sponsors: Chemical Free Body: https://www.chemicalfreebody.com Promo Code: MACRO C60 Purple Power: https://c60purplepower.com/ Promo Code: MACRO Wise Wolf Gold & Silver: www.Macroaggressions.gold True Hemp Science: https://truehempscience.com/ Haelan: https://haelan951.com/pages/macro Solar Power Lifestyle: https://solarpowerlifestyle.com/ Promo Code: MACRO LegalShield: www.DontGetPushedAround.com EMP Shield: www.EMPShield.com Promo Code: MACRO Christian Yordanov's Health Transformation Program: https://christianyordanov.com/macro/ Privacy Academy: https://privacyacademy.com/step/privacy-action-plan-checkout-2/?ref=5620 Coin Bit App: https://coinbitsapp.com/?ref=0SPP0gjuI68PjGU89wUv Macroaggressions Merch Store: https://www.teepublic.com/stores/macroaggressions?ref_id=22530 LinkTree: linktr.ee/macroaggressions Books: HYPOCRAZY: https://amzn.to/3VsPDp8 Controlled Demolition on Amazon: https://amzn.to/3ufZdzx The Octopus Of Global Control: Amazon: https://amzn.to/3VDWQ5c Barnes & Noble: https://bit.ly/39vdKeQ Online Connection: Link Tree: https://linktr.ee/Macroaggressions Instagram: https://www.instagram.com/macroaggressions_podcast/ Discord Link: https://discord.gg/4mGzmcFexg Website: www.Macroaggressions.io Facebook: www.facebook.com/theoctopusofglobalcontrol Twitter: www.twitter.com/macroaggressio3 Twitter Handle: @macroaggressio3 Rumble: https://rumble.com/c/c-4728012 The Union Of The Unwanted LinkTree: https://linktr.ee/uotuw RSS FEED: https://uotuw.podbean.com/ Merch Store: https://www.teepublic.com/stores/union-of-the-unwanted?ref_id=22643&utm_campaign=22643&utm_medium=affiliate&utm_source
Fadi Lama discusses his fantastic book "Why the West Can't Win" and the Money Powers that rule the world. He explains how everything in the West is fake and a Virtual Reality (e.g. fake democracy, fake economy, false flag operations). Democracy was created by the Money Powers as the new means of control (e.g. only individuals with money can run for office). He argues that the East has overtaken the West economically and militarily. The world will have a hard split between East and West. The West will collapse into a globalist dystopia (e.g. 15-minute cities). Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Fadi Lama: Money Powers & West Collapsing Into Dystopia as East Rises #445 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donationsConsult https://geopoliticsandempire.com/consultationBecome a Member https://geopoliticsandempire.substack.comBecome a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopoliticseasyDNS (use coupon code GEOPOLITICS for 15% off!) https://easydns.comLegalShield https://hhrvojemoric.wearelegalshield.comWise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Fadi Lama Websites WHY THE WEST CAN'T WIN: From Bretton Woods to a Multipolar World https://www.claritypress.com/product/why-the-west-cant-win-from-bretton-woods-to-a-multipolar-world Fadi Lama Substack https://fadilama.substack.com About Fadi Lama Dr. Fadi Lama is an International Adviser for the European Bank of Reconstruction and Development (EBRD) and a partner in DNL Strategic Consulting, offering consulting services in the fields of geoeconomics, industry, SMEs and academia. He is founder and general manager of a testing equipment and industrial automation systems manufacturing company. Dr. Lama received his PhD in Mechanical Engineering from Georgia Institute of Technology, his MSc in Manufacturing Technology from The City University of London, and his BE in Mechanical Engineering from the American University of Beirut. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
Fadi Lama discusses his fantastic book "Why the West Can't Win" and the Money Powers that rule the world. He explains how everything in the West is fake and a Virtual Reality (e.g. fake democracy, fake economy, false flag operations). Democracy was created by the Money Powers as the new means of control (e.g. only individuals with money can run for office). He argues that the East has overtaken the West economically and militarily. The world will have a hard split between East and West. The West will collapse into a globalist dystopia (e.g. 15-minute cities). Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Fadi Lama: Money Powers & West Collapsing Into Dystopia as East Rises #445 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use coupon code GEOPOLITICS for 15% off!) https://easydns.com LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Fadi Lama Websites WHY THE WEST CAN'T WIN: From Bretton Woods to a Multipolar World https://www.claritypress.com/product/why-the-west-cant-win-from-bretton-woods-to-a-multipolar-world Fadi Lama Substack https://fadilama.substack.com About Fadi Lama Dr. Fadi Lama is an International Adviser for the European Bank of Reconstruction and Development (EBRD) and a partner in DNL Strategic Consulting, offering consulting services in the fields of geoeconomics, industry, SMEs and academia. He is founder and general manager of a testing equipment and industrial automation systems manufacturing company. Dr. Lama received his PhD in Mechanical Engineering from Georgia Institute of Technology, his MSc in Manufacturing Technology from The City University of London, and his BE in Mechanical Engineering from the American University of Beirut. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
Mats Nilsson discusses how his travels around the world led him to reconsider many of the official and false narratives that are typically espoused in the West. He describes his unique way of attempting to persuade commoners as to how politics really works. He is under no illusion regarding oligarchy in Beijing and Moscow, but believes Washington's hegemony is the most dangerous, and he currently supports the coming multipolar world. In the future he might be complaining about Eurasia, it's geopolitics, things change. We are in a pre-1914 scenario where momentum is building for another unnecessary war desired by the elites and no one is attempting to look for an off-ramp. America is getting too old to be able to dominate the globe. He hopes greed will help avoid WW3 because governments could potentially nationalize industry which would distress the BlackRock's of the world. Elites are in danger of overshooting the mark. The Algorithm Ghetto is a real possibility. We must keep speaking truth to power. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Mats Nilsson: Multipolar World Far From Perfect, But Better Than US Hegemony #443 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donationsConsult https://geopoliticsandempire.com/consultationBecome a Member https://geopoliticsandempire.substack.comBecome a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopoliticsBorderless Mexico Expat Health Insurance https://beacons.ai/jamesguzmaneasyDNS (use coupon code GEOPOLITICS for 15% off!) https://easydns.comLegalShield https://hhrvojemoric.wearelegalshield.comWise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Mats Nilsson Websites Mats Nilsson on X https://x.com/mazzenilsson About Mats Nilsson Mats Nilsson is a Swedish author, traveler, conditional pacifist, tsundokuist, and epicurean with 15 years of government service. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
Mats Nilsson discusses how his travels around the world led him to reconsider many of the official and false narratives that are typically espoused in the West. He describes his unique way of attempting to persuade commoners as to how politics really works. He is under no illusion regarding oligarchy in Beijing and Moscow, but believes Washington's hegemony is the most dangerous, and he currently supports the coming multipolar world. In the future he might be complaining about Eurasia, it's geopolitics, things change. We are in a pre-1914 scenario where momentum is building for another unnecessary war desired by the elites and no one is attempting to look for an off-ramp. America is getting too old to be able to dominate the globe. He hopes greed will help avoid WW3 because governments could potentially nationalize industry which would distress the BlackRock's of the world. Elites are in danger of overshooting the mark. The Algorithm Ghetto is a real possibility. We must keep speaking truth to power. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Mats Nilsson: Multipolar World Far From Perfect, But Better Than US Hegemony #443 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics Borderless Mexico Expat Health Insurance https://beacons.ai/jamesguzman easyDNS (use coupon code GEOPOLITICS for 15% off!) https://easydns.com LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Mats Nilsson Websites Mats Nilsson on X https://x.com/mazzenilsson About Mats Nilsson Mats Nilsson is a Swedish author, traveler, conditional pacifist, tsundokuist, and epicurean with 15 years of government service. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
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