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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 12 of 12
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 12 of 12
> "For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - **Vikas** [[00:01:08](https://youtu.be/zXPgaRLvyqs?si=ToYB8Wn6HWK7W_hN&t=1m8s)] > "US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - **Vikas**…
> "this two shall pass and uh we clearly had no inkling of what president trump will tweet but that one tweet i think has improved has changed things" - **Prashant Jain** [[00:03:06](https://youtu.be/GCwxGySOeL8?si=2ZxevNf1Q69HXCxc&t=3m6s)] > "if you absorb 30 40 billion dollars of selling and you are down only 10%... it tells you a lot how resilient these markets have become apart from the economy" - **Prashant…
"For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - Vikas [00:01:08]
"US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - Vikas…
"this two shall pass and uh we clearly had no inkling of what president trump will tweet but that one tweet i think has improved has changed things" - Prashant Jain [00:03:06]
"if you absorb 30 40 billion dollars of selling and you are down only 10%... it tells you a lot how resilient these markets have become apart from the economy" - **Prashant…
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
"Not having [commodities] is much more expensive than the storage cost, so that not paying that storage cost was actually a false saving." - Louis Gave [00:05:51]
"Drone warfare has completely changed warfare... look at the US Navy, the most powerful navy the world has ever seen bar none absolutely, but it can't get within 300 miles of the Hormuz…
"we are at an inflection point where the assumptions that shaped the global markets for the last three decades are no longer true" - Speaker [00:00:00]
"Empires don't just collapse overnight. They fade into oblivion. The pattern is remarkably consistent." - Speaker [00:03:18](https://www.youtube.com/watch?v=YSEcXpMHTlY&t=0h3m18s)
"When balance sheets…
The results indicate that **positive oil price moves and data surprises significantly lift yields, higher policy uncertainty lowers them, and geopolitical shocks have no direct…
Geopolitical Risk #GoldmanSachs
"The clear US goal is to retain its global hegemony ahead, which is challenged by the rise of China." - RaboResearch (Establishing the foundational motive behind the new US grand strategy)
**"Every dollar we spend, every program we fund, every policy we pursue must be justified by the answer to one of three questions: Does it make America safer? Does it make America stronger? Or does it make America more…
"If you want to see the future, go to China... The country that once followed the world's playbook is now starting to rewrite much of it." — Ben Butler (Opening thesis on the shift in global innovation leadership) [00:01:28]
"The real disruption wasn't the speed of the car; it was the software that it came with... [The Ford CEO] called it a **wakeup…
"What we called the liberal world order, which was not liberal, it was not the whole world, and it was not very orderly... is really being reinvented in real time. And that means massive structural change in almost every dimension of our lives." — Michael Every [00:01](https://www.youtube.com/watch?v=6sTkt0dtxF4&t=1s)
"We have spoken about this as being a game of Risk... The winning…
Equity mutual funds have seen uninterrupted monthly inflows since February 2021, powered by systematic investment plans (SIPs), government reforms and supportive central bank policy.
Inflows into equities through SIPs remained largely unchanged from the previous month at 310.02 billion rupees in January, the data showed.
Executive Summary > In this conversation, Brent Johnson and Michael Every discuss the shift from traditional "economic policy" to "economic statecraft"—a grand strategy where economic tools are used as weapons of geopolitical power rather than just for efficiency. They argue that the "Rules-Based International Order" is collapsing, but this does not necessarily mean the end of American power; rather, the US…
