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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

Latin America: A Dynamic Partner Poised for Growth? | WellSaid Podcast | Wellington Management

*Season 5, Episode 3 | April 9, 2026 | Runtime: 29:02* > "The exception is what we saw in the last 20-30 years. We are going back to the rule, not the exception." — Andrea Alecci, on the cyclical return of US strategic engagement in Latin America after a period of neglect during Middle East and Asia preoccupation. > "The 'Don-roe doctrine' is about the US not accepting that a non-aligned country control a…

Apr 24, 2026·Geopolitics
Latin America: A Dynamic Partner Poised for Growth? | WellSaid Podcast | Wellington Management

Grand Macro Strategy Behind Venezuela and Iran - Most Important Conflict in 50 years? Michael Every

> "Iran obviously together with the Middle East around it is around 20% of global oil flows 30% of fertilizer flows key sulfur and and helium flows too and whoever can control that really has the whip hand..." - **Michael Every** [[00:04:08](https://youtu.be/X3iqJQP8Y6w?si=flUJL2EEPCB4--n6&t=0h4m8s)] > "if it retreats from here now even if oil prices go down and everyone breathes a sigh of relief the US would have…

Mar 18, 2026·Crude Oil & Energy
Grand Macro Strategy Behind Venezuela and Iran - Most Important Conflict in 50 years? Michael Every

What was the 'Roosevelt Corollary (1904)' | Concepts

- The **Roosevelt Corollary**, established by President **Theodore Roosevelt** in **1904**, acts as an extension of the Monroe Doctrine, which was initially articulated in 1823. - While the Monroe Doctrine prohibited European interference in the Western Hemisphere, the Roosevelt Corollary asserted that the United States would **intervene in Latin America to prevent such interference**. - This shift was prompted…

Mar 14, 2026·Concepts
What was the 'Roosevelt Corollary (1904)' | Concepts

https://x.com/jeremie0117/status/2021997931587678395?s=20

*LatAm Elections in 2026. - [Source](https://x.com/jeremie0117/status/2021997931587678395)*

Feb 13, 2026·Geopolitics
https://x.com/jeremie0117/status/2021997931587678395?s=20

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley

> *"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to."* - **Nikolai Lipman** (Discussing the core thesis) [[00:00:23](https://youtu.be/L5dkNazvEr0?t=23)] > *"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle."* - **Nikolai Lipman** (On the shift from consumer to infrastructure)…

Feb 10, 2026·Commodities
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley
Source
GeopoliticsLatAmMacro / Economics
+11 more tag
Podcast

Latin America: A Dynamic Partner Poised for Growth? | WellSaid Podcast | Wellington Management

Season 5, Episode 3 | April 9, 2026 | Runtime: 29:02

"The exception is what we saw in the last 20-30 years. We are going back to the rule, not the exception." — Andrea Alecci, on the cyclical return of US strategic engagement in Latin America after a period of neglect during Middle East and Asia preoccupation.

"The 'Don-roe doctrine' is about the US not accepting that a non-aligned country control a…

View Full Article
UJ
Apr 24, 2026
Source
Crude Oil & EnergyGeopoliticsIran War
+55 more tags
LatAm
Source
ConceptsGeopoliticsHistory
+44 more tags
Source
GeopoliticsLatAmReport, Blogs & Insights

https://x.com/jeremie0117/status/2021997931587678395?s=20

LatAm Elections in 2026. - Source

Source
CommoditiesEquityFinance
+99 more tags
Geopolitics
Macro / Economics
Michael Every
Middle East
Podcast

Grand Macro Strategy Behind Venezuela and Iran - Most Important Conflict in 50 years? Michael Every

"Iran obviously together with the Middle East around it is around 20% of global oil flows 30% of fertilizer flows key sulfur and and helium flows too and whoever can control that really has the whip hand..." - Michael Every [00:04:08]

"if it retreats from here now even if oil prices go down and everyone breathes a sigh of relief the US would have…

View Full Article
UJ
Mar 18, 2026
Knowledge ByteKnowledge BytesLatAmWordsmith

What was the 'Roosevelt Corollary (1904)' | Concepts

  • The Roosevelt Corollary, established by President Theodore Roosevelt in 1904, acts as an extension of the Monroe Doctrine, which was initially articulated in 1823.

  • While the Monroe Doctrine prohibited European interference in the Western Hemisphere, the Roosevelt Corollary asserted that the United States would intervene in Latin America to prevent such interference.

  • This shift was prompted…

View Full Article
UJ
Mar 14, 2026
View Full Article
UJ
Feb 13, 2026
Investing
LatAm
Latin America
Macro / Economics
Markets & Investments
Monetary Policy
Morgan Stanley
Podcast

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley

"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to." - Nikolai Lipman (Discussing the core thesis) [00:00:23]

"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle." - Nikolai Lipman (On the shift from consumer to infrastructure)…

View Full Article
UJ
Feb 10, 2026