Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,944)MarketsMarket Pulse(996)TechTech x VC(1,271)DivesDeep-Dives(1,254)Leadership(398)GeoGeopolitics(540)

Filters

1 selected

Content format0/6

Subject domain0/8

Subtopic0/23

Source1/8

1 filters applied

Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 8 of 8

Geopolitics | Global power, conflict & policy

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

Geopolitics · Showing 8 of 8

The Tungsten Market Is Warning of an Upcoming War | 4 Aug 2026 | Odd Lots

**Executive Briefing (TL;DR)** - **Historical Predictor of Conflict:** Tungsten acts as a century-old physical prediction market for global war due to its non-substitutable military applications, leading to distinct boom-bust capital cycles [[00:05:54](http://www.youtube.com/watch?v=5xLxM-TzBPY&t=05m54s)]. - **Extreme Geostrategic Concentration:** China dominates ~80% of global tungsten extraction…

Aug 6, 2026·Geopolitics
The Tungsten Market Is Warning of an Upcoming War | 4 Aug 2026 | Odd Lots

How the Iranian Economy Actually Works | 30 Jul 2026 | Odd Lots

- > "So the most successful companies, the ones right out the gate, are the ones that are taking business models that have been tried and true in the rest of the world and localizing them for Iran." - **Jana Torbati** [[00:01:07](http://www.youtube.com/watch?v=8M33L6zWmew&t=1m7s)] - > "In a normal society all citizens are equal and they benefit the same from the government... but in a mafia state you should imagine…

Jul 31, 2026
·Bloomberg
How the Iranian Economy Actually Works | 30 Jul 2026 | Odd Lots

The New Geopolitics of Growth in Asia | 23 Jul 2026 | Bloomberg

**1. Executive Briefing (TL;DR)** - **Regionalization over Deglobalization:** Global trade is not dying, but shifting toward internal regional consolidation and security-first supply chains across energy, data, cyber, and critical technology `[[00:00:29](http://www.youtube.com/watch?v=ysym7pV23L0&t=00h00m29s)]`. - **30 Years of Structural Resilience:** Historical crises—from the 1997 Asian Financial Crisis to…

Jul 23, 2026·Bloomberg
The New Geopolitics of Growth in Asia | 23 Jul 2026 | Bloomberg

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
BloombergGeopoliticsPodcast

The Tungsten Market Is Warning of an Upcoming War | 4 Aug 2026 | Odd Lots

Executive Briefing (TL;DR)

  • Historical Predictor of Conflict: Tungsten acts as a century-old physical prediction market for global war due to its non-substitutable military applications, leading to distinct boom-bust capital cycles [00:05:54].
  • Extreme Geostrategic Concentration: China dominates ~80% of global tungsten extraction…
View Full Article
UJ
Aug 6, 2026
Source
BloombergGeopoliticsPodcast

How the Iranian Economy Actually Works | 30 Jul 2026 | Odd Lots

  • "So the most successful companies, the ones right out the gate, are the ones that are taking business models that have been tried and true in the rest of the world and localizing them for Iran." - Jana Torbati [00:01:07]

  • "In a normal society all citizens are equal and they benefit the same from the government... but in a mafia state you should imagine…

Source
BloombergGeopoliticsMacro / Economics

The New Geopolitics of Growth in Asia | 23 Jul 2026 | Bloomberg

1. Executive Briefing (TL;DR)

  • Regionalization over Deglobalization: Global trade is not dying, but shifting toward internal regional consolidation and security-first supply chains across energy, data, cyber, and critical technology [[00:00:29](http://www.youtube.com/watch?v=ysym7pV23L0&t=00h00m29s)].
  • 30 Years of Structural Resilience: Historical crises—from the 1997 Asian Financial Crisis to…
Source
BloombergGeopoliticsOthers
+22 more tags
Podcast
Source
BloombergChinaGeopolitics
+22 more tags
Markets & Investments
Source
OilEnergyCommodities
+55 more tags
Bloomberg
Source
BloombergOilEnergy
+55 more tags
Source
Bloomberg
View Full Article
UJ
Jul 31, 2026
View Full Article
UJ
Jul 23, 2026
US

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
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