As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing manufacturing back home.
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s
Feb 2022
How to manage in an era of geopolitical uncertainty
<p>Amid inflation, an energy crisis, volatile stock markets and increasing scrutiny of big technology firms, there is concern over how tensions between global powers such as the US and Russia might spill over into conflict.</p>
<p>The major crisis is around Ukraine, but there are ... Show More
21m 38s
Jan 2024
Gareth Soloway: China’s Stock Market Slump, A Leading Indicator For the World
Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for Verfied Investing to discuss the state of Chinese and US markets. Soloway finds the significant divergence between the S&P 500 and the Hang Seng market noteworthy. The S&P 500 is ascending, while the H ... Show More
37m 18s
Jan 2024
The Investor's Guide to Geopolitical Analysis and Emerging Markets with Jacob Shapiro
<p>Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob's deep expertise in geopolitical futur ... Show More
45m 34s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 42s
May 2022
Is (De)globalization Ahead?
Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for Internation ... Show More
27m 53s