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Topic: Geopolitical Risk

Geopolitical risk refers to the potential for political or economic instability in a region or across the world, which can disrupt global trade, investment, and security.

More on: Geopolitical Risk

The podcast episodes provided cover various aspects of geopolitical risk, including how it impacts investment strategies, commodity and energy markets, and policymaking.

For example, the episode 'The Dividend Cafe Tuesday - June 25, 2024' discusses how geopolitical considerations, particularly regarding China, factor into emerging markets investment strategies. The episode 'Marko Papic: Global Stakes High as Iran Strikes Israel | Geopolitics' analyzes the regional implications of the Iran-Israel conflict and its potential impact on oil prices and financial markets.

The episode 'The Shifting World Order' highlights how geopolitics has emerged as a top investment risk, overtaking inflation and other concerns, while the episode 'How one policy wonk convinced the Biden Administration to get into the oil trading business' demonstrates how policymakers are seeking new solutions to manage geopolitical disruptions to global supply chains and commodities markets.

All Episodes