Tag: geopolitics
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How China ‘Leapfrogged’ the West | Louis-Vincent Gave
China is transforming the global economic order. Beyond the headlines on DeepSeek AI, the country is outpacing the West in key industries like EVs, solar panels, and nuclear power while securing a record-breaking and growing $1 trillion trade surplus. In […]
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World Peace: The Biggest Macro Investment Theme for 2025? | David Woo
World peace as the biggest macro investment theme of 2025? David Woo joins James Connor to share his bold predictions on how Trump’s global strategy could reshape geopolitics, markets, and the global economy. From Israel’s ceasefire and its implications for […]
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Markets In 2025 – Fragile, Liquidity-Driven, And Full Of Risks | Sven Henrich
What’s really driving the markets as we enter 2025? Sven Henrich, founder of NorthmanTrader, joins Anthony Scaramucci to deliver a no-holds-barred analysis of today’s fragile and liquidity-driven markets. In this in-depth conversation, Sven uncovers hidden risks, market distortions, and bold […]