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EssentialThe Essential Conversation

Global Recession and Geopolitics: How the U.S. Could Come Out on Top

Featuring Peter Zeihan and Dee Smith

May 06, 2022 • 61 minutes

Essential

The Essential Conversation

Global Recession and Geopolitics: How the U.S. Could Come Out on Top

With war raging and supply chains fraying, a new global economy must and will emerge.

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Featuring Peter Zeihan and Dee Smith

May 06, 2022 • 61 minutes

Armies are on the march in Eastern Europe, globalization is coming apart at the seams, and international markets suddenly seem perilous places to be. Author Peter Zeihan joins Strategic Insights Group CEO Dee Smith for a wide-ranging discussion about the future of our rapidly changing world. As for the immediate term, Russia’s stumbles in Ukraine have given China pause in its planning for cross-strait unification with Taiwan, though food shortages caused by the invasion will soon wreak havoc on the world stage. When it comes to the long term, investors must prepare for a world of decoupled supply chains and painfully tightened liquidity. But, as Zeihan notes, there may be an upside. The U.S., he says, is uniquely positioned by geography and demographics to survive and thrive in this brave new world, and opportunities for growth abound. Recorded on April 22, 2022.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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