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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 6 of 6
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 6 of 6
> "shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - **Carrie Craig** [[00:01:46](https://youtu.be/Vq70Eb0-JNI?si=slhfPJ2UnACzVT0o&t=0h1m46s)] > "we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - **Aaron Hussein**…
*Goldman Sachs: Asset classes perform amid geopolitical events*
"shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - Carrie Craig [00:01:46]
"we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - Aaron Hussein…
Goldman Sachs: Asset classes perform amid geopolitical events
"Equities are a volatile asset class... we need to distinguish between risk and volatility... if you invest in a sensible way they will seldom cause loss of wealth." - Prashant Jain [00:01:06](https://www.youtube.com/watch?v=-K58QbkJk0A&t=0h1m6s)
"The best investments are made in the worst of times, and the biggest mistakes are made in the best of times." - Prashant Jain…
"Rather than worrying about a valuation we need to think about growth... we are just simply bringing them into a valuation trap." - Rajiv Batra (Discussing why 10-year average valuations in IT are misleading without corresponding growth) 00:04:15
"History shows there is still a substantial downside even from here on [for tech majors]." - Rajiv Batra (On the outlook…
"In industries where output can be measured in physical terms, a Chinese worker produces 2–3 times as much physical output as an American one." — Weijian Shan (Context: Comparing physical labor productivity in manufacturing)
"Tesla exemplifies this: its Shanghai workers are twice as productive but paid 17–18% as much as their US counterparts in nominal US dollar terms." — Weijian Shan…
