Ireland’s American Problem: The Jockey, the Horses, and the End of the Easy Money Era

Ireland’s American Problem: The Jockey, the H...

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The Great Global Rebalancing: How Trump's America is Losing its Grip on the World's Capital with Sony Kapoor

Everyone watched Trump at Davos and thought they were seeing American power. We think they were seeing something else: a flashing warning light. The core idea of this podcast is simple: diversification is the oldest rule in investing, and the world has ignored it. We’ve funnelled ...  Show more

The old order is not coming back. We should not mourn it. Nostalgia is not a strategy!

This episode is a deep dive into a simple claim: This is the year the mask slipped. The United States has decided that the grand bargain it presided over since 1945 is finished, and the consequences are immediate for markets, alliances, and Europe’s security. We begin in Japan, w ...  Show more

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