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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 5 of 5

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 5 of 5

Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

- > "We are a very complicated country with a very complicated relationship to family community... we are in freefall off a cliff. I don't know when we land." - **Jill Leapor** [[00:00:00](https://youtu.be/LBpPNvVLVmc?si=PkXBPrvU8v58uMM3&t=00h00m00s)] - > "The water runs to the Supreme Court, and then the Supreme Court has far more power than it was intended to have, which is a deformity of our politics." - **Jill…

Jul 5, 2026·Bloomberg
Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

- > "For me the most amazing fact about China now is that Shanghai is such an amazing city and no one wants to have kids." - **Dan Wang** [[00:01:07](https://youtu.be/KZgFugxgXws?si=HkE77Q3uxxuU_giM&t=00h01m01s)] - > "China and Ireland—China has slightly fewer immigrants than Ireland does... Ireland, a country of 6 million people, has about 1 million immigrants. China, 1.4 billion, has about 1 million immigrants."…

Jul 4, 2026
·Geopolitics
What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

https://youtu.be/ToR7-F_plkQ?si=xNvyA7hswXYPc5sD&t=347

*BBG: IEA estimates a Supply will outpace demand by ~4mbpd in 2026*

Jan 30, 2026·Oil
https://youtu.be/ToR7-F_plkQ?si=xNvyA7hswXYPc5sD&t=347

https://www.youtube.com/watch?v=ToR7-F_plkQ&list=TLPQMzAwMTIwMjbuYb4q4iheyw&index=2

*Bloomberg: Fiscal Breakeven Price of Oil Producers vs Average expected price in 2026*

Jan 30, 2026·Bloomberg
https://www.youtube.com/watch?v=ToR7-F_plkQ&list=TLPQMzAwMTIwMjbuYb4q4iheyw&index=2

Bloomberg | ‘Weaponizing’ $10 Trillion Of US Assets Is Tough Ask For Europe

- **The "Financial Nuclear Option":** Europe holds over $10 trillion in U.S. assets. Selling these could spike U.S. borrowing costs and crash equity markets, exploiting America's reliance on foreign capital. - **A "Tough Ask" for Policymakers:** This is considered a high-risk "tail risk" because most assets are privately owned (limiting government control), and selling would financially harm European investors. -…

Jan 20, 2026·Bloomberg
Bloomberg | ‘Weaponizing’ $10 Trillion Of US Assets Is Tough Ask For Europe
Source
BloombergGeopoliticsOthers
+22 more tags
PodcastUS

Historian Jill Lepore on the US at 250 | 3 Jul 2026 | The Mishal Husain Show

  • "We are a very complicated country with a very complicated relationship to family community... we are in freefall off a cliff. I don't know when we land." - Jill Leapor [00:00:00]

  • "The water runs to the Supreme Court, and then the Supreme Court has far more power than it was intended to have, which is a deformity of our politics." - **Jill…

View Full Article
UJ
Jul 5, 2026
Source
BloombergChinaGeopolitics
+22 more tags
Markets & Investments
Source
OilEnergyCommodities
+55 more tags
Bloomberg
Source
BloombergOilEnergy
+55 more tags
Source
Bloomberg
Podcast

What Dan Wang Saw on His Last Trip to China | 2 Jul 2026 | Odd Lots

  • "For me the most amazing fact about China now is that Shanghai is such an amazing city and no one wants to have kids." - Dan Wang [00:01:07]

  • "China and Ireland—China has slightly fewer immigrants than Ireland does... Ireland, a country of 6 million people, has about 1 million immigrants. China, 1.4 billion, has about 1 million immigrants."…

View Full Article
UJ
Jul 4, 2026
Macro / Economics
Crude Oil & Energy
Podcast
Geopolitics

https://youtu.be/ToR7-F_plkQ?si=xNvyA7hswXYPc5sD&t=347

BBG: IEA estimates a Supply will outpace demand by ~4mbpd in 2026

View Full Article
UJ
Jan 30, 2026
Commodities
Macro / Economics
Crude Oil & Energy
Podcast
Geopolitics

https://www.youtube.com/watch?v=ToR7-F_plkQ&list=TLPQMzAwMTIwMjbuYb4q4iheyw&index=2

Bloomberg: Fiscal Breakeven Price of Oil Producers vs Average expected price in 2026

View Full Article
UJ
Jan 30, 2026
Europe
Geopolitics
+66 more tags
MacrosMarkets & InvestmentsReport, Blogs & InsightsUSUS / WestUSA

Bloomberg | ‘Weaponizing’ $10 Trillion Of US Assets Is Tough Ask For Europe

  • The "Financial Nuclear Option": Europe holds over $10 trillion in U.S. assets. Selling these could spike U.S. borrowing costs and crash equity markets, exploiting America's reliance on foreign capital.
  • A "Tough Ask" for Policymakers: This is considered a high-risk "tail risk" because most assets are privately owned (limiting government control), and selling would financially harm European investors. -…
View Full Article
UJ
Jan 20, 2026