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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

This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

> "At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - **Ozan Tarman** [[00:05:47](https://youtu.be/KNia2t6JHg8?si=6ldEL-OPGaxReFRf&t=0h5m47s)] > "Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - **Client of Ozan Tarman**…

Mar 26, 2026·Biographical
This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

Why Is the Next Historic Geopolitical and/or Financial Crisis Likely to Occur Within 5–7 Years? | 42 Macro

> "Nothing stops this train... until it falls off the tracks." - **Lyn Alden (quoted by Darius Dale)** [[00:00:15](https://youtu.be/t0yBgRMstwQ?t=0h0m15s)] > "Fiscal largesse is the only truly bipartisan policy in DC." - **Darius Dale** [[00:01:05](https://youtu.be/t0yBgRMstwQ?t=0h1m5s)] > "We're talking within 5 to seven years we could be at war or in a fiscal crisis or both." - **Darius Dale**…

Mar 21, 2026·Geopolitics
Why Is the Next Historic Geopolitical and/or Financial Crisis Likely to Occur Within 5–7 Years? | 42 Macro

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

> McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just **4% of the world's population**, the US produces **26% of GDP**, **27% of research & development**, and has **59 of the world's 100 most valuable firms**. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

Mar 15, 2026·AI
At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

Untitled 9bfa43

*Changing world order: Way forward for India | Mr Uday Kotak's views @ Kotak's Annual Investor Conferance*

Mar 2, 2026·India
Untitled 9bfa43

US Grand Macro Strategy: The 'Trump Plan' What we saw, can all see now, ...and next(?) | 10 Sep 2025 | Michael Every | Rabobank

> **"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…

Feb 21, 2026·Economic Statecraft
US Grand Macro Strategy: The 'Trump Plan' What we saw, can all see now, ...and next(?) | 10 Sep 2025 | Michael Every | Rabobank

https://media.licdn.com/dms/document/media/v2/D4D1FAQHGCTIf6eSBag/feedshare-document-sanitized-pdf/B4DZxMqtxhHcA8-/0/1770812795258?e=1771970400&v=beta&t=v12lN1duFBVGVgtAARdrQF1iUxNrZgP3mis7bkuX9hw

*Information for India Macros | Kilika Capital | Investment Strategy Report*

Feb 17, 2026·India
https://media.licdn.com/dms/document/media/v2/D4D1FAQHGCTIf6eSBag/feedshare-document-sanitized-pdf/B4DZxMqtxhHcA8-/0/1770812795258?e=1771970400&v=beta&t=v12lN1duFBVGVgtAARdrQF1iUxNrZgP3mis7bkuX9hw

https://x.com/LizAnnSonders/status/2018661846811648101?s=20

*As of 3Q2025, Baby Boomers' household wealth swelled to $88.5 trillion - [@DataArbor](https://x.com/DataArbor) - [Liz Ann Sonders](https://x.com/LizAnnSonders)*

Feb 3, 2026·USA
https://x.com/LizAnnSonders/status/2018661846811648101?s=20

https://x.com/wehavethedata_/status/1947325776040251583?s=20

*-[@factswithmaps](https://x.com/factswithmaps). The US Economy split in two. Add the effects of AI on employment. #FourthTurning?*

Feb 3, 2026·Macro
https://x.com/wehavethedata_/status/1947325776040251583?s=20
Source
BiographicalFinanceGeopolitics
+77 more tags
InvestingMacroMacro / EconomicsMarkets & InvestmentsMiddle EastPodcastSelf-Development

This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

"At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - Ozan Tarman [00:05:47]

"Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - Client of Ozan Tarman…

View Full Article
UJ
Mar 26, 2026
Source
GeopoliticsMacroMacro / Economics
+55 more tags
Markets
Source
AIFinanceGeopolitics
+1010 more tags
IndiaMacroUday Kotak
Source
Economic Statecraft
Source
IndiaReportMacro
Source
USAWealthEquity
+66 more tags
Source
MacroCultureUSA
+44 more tags
Monetary Policy
Podcast
US
US / West

Why Is the Next Historic Geopolitical and/or Financial Crisis Likely to Occur Within 5–7 Years? | 42 Macro

"Nothing stops this train... until it falls off the tracks." - Lyn Alden (quoted by Darius Dale) [00:00:15]

"Fiscal largesse is the only truly bipartisan policy in DC." - Darius Dale [00:01:05]

"We're talking within 5 to seven years we could be at war or in a fiscal crisis or both." - Darius Dale…

View Full Article
UJ
Mar 21, 2026
MacroMacro / EconomicsMckinseyMonetary PolicyReportReport, Blogs & InsightsTechnologyUS / WestUSAWall Street

At 250, sustaining America’s competitive edge | March 9, 2026 | McKinsey Global | Report

McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…

View Full Article
UJ
Mar 15, 2026
+8
8 more tags
ReportFinanceWall StreetGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & InvestmentsMacro / Economics

Untitled 9bfa43

Changing world order: Way forward for India | Mr Uday Kotak's views @ Kotak's Annual Investor Conferance

View Full Article
UJ
Mar 2, 2026
Geopolitics
Investment
+88 more tags
MacroMacro / EconomicsMarkets & InvestmentsRabobankReportReport, Blogs & InsightsUSUS / West

US Grand Macro Strategy: The 'Trump Plan' What we saw, can all see now, ...and next(?) | 10 Sep 2025 | Michael Every | Rabobank

"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…

View Full Article
UJ
Feb 21, 2026
+5
5 more tags
GeopoliticsIndia FocusedMacro / EconomicsReport, Blogs & InsightsMarkets & Investments

https://media.licdn.com/dms/document/media/v2/D4D1FAQHGCTIf6eSBag/feedshare-document-sanitized-pdf/B4DZxMqtxhHcA8-/0/1770812795258?e=1771970400&v=beta&t=v12lN1duFBVGVgtAARdrQF1iUxNrZgP3mis7bkuX9hw

Information for India Macros | Kilika Capital | Investment Strategy Report

View Full Article
UJ
Feb 17, 2026
MacroReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsGeopoliticsUS / West

https://x.com/LizAnnSonders/status/2018661846811648101?s=20

As of 3Q2025, Baby Boomers' household wealth swelled to $88.5 trillion - @DataArbor - Liz Ann Sonders

View Full Article
UJ
Feb 3, 2026
Report, Blogs & InsightsMacro / EconomicsGeopoliticsUS / West

https://x.com/wehavethedata_/status/1947325776040251583?s=20

-@factswithmaps. The US Economy split in two. Add the effects of AI on employment. #FourthTurning?

View Full Article
UJ
Feb 3, 2026