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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 7 of 7

Geopolitics | Global power, conflict & policy

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

Geopolitics · Showing 7 of 7

Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

> "The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - **Expert Analyst** [[00:00:51](https://youtu.be/hOdRJ7LTEmU?si=SgnqjvVov5jL1aME&t=0h0m51s)] > "It's a completely different way of operating and selling to consumers in china today than it is in other countries." - **CNBC Correspondent**…

Mar 21, 2026·China
Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

If You Don't Understand the Petrodollar, You Don't Understand Money

- > "did you know there is an invisible system that controls nearly every trade on the planet and I don't mean supply and demand" - **Felix Pin** [[00:00:00](https://www.youtube.com/watch?v=bpEFA4LH6MM&t=0s)] - > "every single day the world burns through about 93 million barrels of oil" - **Felix Pin** [[00:02:30](https://www.youtube.com/watch?v=bpEFA4LH6MM&t=150s)] - > "the dollar was gold you could walk up to a…

Mar 18, 2026
·Crude Oil & Energy
If You Don't Understand the Petrodollar, You Don't Understand Money

[Adam] Ferguson’s Law: Debt, Defence & Finance | Concepts

*Image Source: [VD](https://x.com/vdehejia/status/2026857588680241236?s=20)* **Adam Ferguson's Rule (or Ferguson's Law)**, posits that a great power **ceases to be great** when it **spends more on interest payments for its public debt than on its national defense**. It warns that mounting debt service diverts resources from defense, making the state vulnerable to collapse. > "States have endeavoured, in some…

Mar 15, 2026·Concepts
[Adam] Ferguson’s Law: Debt, Defence & Finance | Concepts

Inside Haldiram’s: A Conversation with Manohar Lal Agarwal Ji | 360 ONE

> "हमारा चाहे दुनिया ले लेवे हम दुनिया का एक नहीं लेना चाहते हैं कभी भी हमने डेट पे काम नहीं की" - Manohar Lal Agarwal (On maintaining a debt-free, honest business philosophy) [00:00:18](https://www.youtube.com/watch?v=SiJdCKKLMGs&t=0h0m18s) > "अगर मैंने कोई चीज खरीदी भी क्वालिटी की यहां तो आगे सब ऐसे ही हो जाना है तो मैंने अपने फादर से कहा कि मेरे को सिस्टम अपनी ही लगाई ना पीसने का" - Manohar Lal Agarwal (On…

Feb 24, 2026·all-in-podcast
Inside Haldiram’s: A Conversation with Manohar Lal Agarwal Ji | 360 ONE

SaaS From Scratch: Founder Playbook | 2026 | Kalaari Capital

**1) Introduction & Macro framing (Foreword)** - India SaaS momentum (foreword): Indian SaaS ARR ≈ **$17B** in 2026, tracking toward **~$50B by 2030**. - 2025 funding snapshot: **$1.61B** into Indian SaaS. - Structural drivers: Talent density (reverse brain drain), a deepening domestic market (domestic software market ≈ **$20B** heading to **$100B by 2035**), and improved capital access. - AI adoption: **~90%** of…

Feb 22, 2026·AI
SaaS From Scratch: Founder Playbook | 2026 | Kalaari Capital

Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

> "**It was the government that created the large demand that facilitated mass production of the microchip.**" - Fred Kaplan, author of *1959: The Year Everything Changed* (Discussing the role of the US Department of Defense in early microchip adoption) > "Before Silicon Valley became today's hub, or central processing unit, for technology, there were numerous foundational discoveries dotting the US landscape…

Feb 22, 2026·AI
Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

The Neomercantilist Moment By Krzysztof Tyszka-Drozdowski | American Affairs

> *"Globalization is a fact, not a policy option."* - **Xavier Becerra** (Context: Summarizing the bipartisan neoliberal consensus that dominated American politics from Reagan to Clinton.) > *"A country serves its own interests by pursuing free trade regardless of what other countries may do."* - **Paul Krugman** (Context: Highlighting the "intellectual arrogance" of the free trade dogmas that ignored geopolitical…

Feb 16, 2026·American Affairs
The Neomercantilist Moment By Krzysztof Tyszka-Drozdowski | American Affairs
Source
ChinaFinanceGeopolitics
+66 more tags
LearningMarkets & InvestmentsPE/VCPlaybookPodcastUS / West

Why China Breaks Western Playbooks — And What It Takes to Win | CNBC International

"The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - Expert Analyst [00:00:51]

"It's a completely different way of operating and selling to consumers in china today than it is in other countries." - CNBC Correspondent…

View Full Article
UJ
Mar 21, 2026
Source
Crude Oil & EnergyCurrencies & FXCurrency
+1414 more tags
Documentary
ConceptsGeopoliticsKnowledge Byte
+44 more tags
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all-in-podcastBiographicalBusiness
+1111 more tags
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AI
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American AffairsArticleBlog / Article
Dollar
Dollar, Money & Currency
Economics
Finance
Geopolitics
History
Knowledge Bytes
Learning
Macro / Economics
Macros
Petrodollar
Podcast
Primer

If You Don't Understand the Petrodollar, You Don't Understand Money

  • "did you know there is an invisible system that controls nearly every trade on the planet and I don't mean supply and demand" - Felix Pin [00:00:00]

  • "every single day the world burns through about 93 million barrels of oil" - Felix Pin [00:02:30]

  • "the dollar was gold you could walk up to a…

View Full Article
UJ
Mar 18, 2026
Knowledge Bytes
Learning
Macro / Economics
Macros

[Adam] Ferguson’s Law: Debt, Defence & Finance | Concepts

Image Source: VD

Adam Ferguson's Rule (or Ferguson's Law), posits that a great power ceases to be great when it spends more on interest payments for its public debt than on its national defense. It warns that mounting debt service diverts resources from defense, making the state vulnerable to collapse.

"States have endeavoured, in some…

View Full Article
UJ
Mar 15, 2026
Geopolitics
Haldriam
India
India Focused
Leaders, Investors & Entrepreneurs
Learning
Markets & Investments
PE/VC
Podcast
Self-Development

Inside Haldiram’s: A Conversation with Manohar Lal Agarwal Ji | 360 ONE

"हमारा चाहे दुनिया ले लेवे हम दुनिया का एक नहीं लेना चाहते हैं कभी भी हमने डेट पे काम नहीं की" - Manohar Lal Agarwal (On maintaining a debt-free, honest business philosophy) 00:00:18

"अगर मैंने कोई चीज खरीदी भी क्वालिटी की यहां तो आगे सब ऐसे ही हो जाना है तो मैंने अपने फादर से कहा कि मेरे को सिस्टम अपनी ही लगाई ना पीसने का" - Manohar Lal Agarwal (On…

View Full Article
UJ
Feb 24, 2026
Finance
Geopolitics
+1010 more tags
IndiaIndia FocusedKnowledge BytesLearningMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsSaaSTechnology

SaaS From Scratch: Founder Playbook | 2026 | Kalaari Capital

1) Introduction & Macro framing (Foreword)

  • India SaaS momentum (foreword): Indian SaaS ARR ≈ $17B in 2026, tracking toward ~$50B by 2030.
  • 2025 funding snapshot: $1.61B into Indian SaaS.
  • Structural drivers: Talent density (reverse brain drain), a deepening domestic market (domestic software market ≈ $20B heading to $100B by 2035), and improved capital access.
  • AI adoption: ~90% of…
View Full Article
UJ
Feb 22, 2026
+11
11 more tags
Knowledge BytesLearningMacro / EconomicsMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsSemiconductorsTechnologyUS / WestWall Street

Chips ahoy - The Semiconductor | 250 Years of US Innovation | Issue 5 | UBS

"It was the government that created the large demand that facilitated mass production of the microchip." - Fred Kaplan, author of 1959: The Year Everything Changed (Discussing the role of the US Department of Defense in early microchip adoption)

"Before Silicon Valley became today's hub, or central processing unit, for technology, there were numerous foundational discoveries dotting the US landscape…

View Full Article
UJ
Feb 22, 2026
+9
9 more tags
EconomicsFinanceGeopoliticsHistoryLearningMacro / EconomicsMacrosNeomercantilismReport, Blogs & Insights

The Neomercantilist Moment By Krzysztof Tyszka-Drozdowski | American Affairs

"Globalization is a fact, not a policy option." - Xavier Becerra (Context: Summarizing the bipartisan neoliberal consensus that dominated American politics from Reagan to Clinton.)

"A country serves its own interests by pursuing free trade regardless of what other countries may do." - Paul Krugman (Context: Highlighting the "intellectual arrogance" of the free trade dogmas that ignored geopolitical…

View Full Article
UJ
Feb 16, 2026