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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 74
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 74
> "Every morning is a new headline and how one should deal with it. Sometimes the best thing is not to do anything about it." - **PD Singh** [[00:04:07](https://youtu.be/XPhlnE7Wsa4?si=3yOPsoQNR_B7bGV4&t=247s)] > "I think we have the smartest businessmen in the world because they have picked really the right timing and the right price for some of the assets they picked up." - **PD Singh**…
> "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…
"Every morning is a new headline and how one should deal with it. Sometimes the best thing is not to do anything about it." - PD Singh [00:04:07]
"I think we have the smartest businessmen in the world because they have picked really the right timing and the right price for some of the assets they picked up." - PD Singh…
"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…
"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…
Overview
This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.
**Part I: Why…
Abstract:
Real estate has long been central to China’s growth model, yet since 2018 its contribution has declined sharply, turning the sector from a key engine of expansion into a major drag on economic activity. While policy tightening triggered the downturn, it reflects deeper structural imbalances in a sector that, together with its upstream and downstream linkages and infrastructure, accounts for nearly…
"The world is exiting a peak period of like a unipolar power, very like a hyper power in the world..." - Lyn Alden [00:05:01]
"...just because you get back up to $150 oil, which historically has been awful... I do think that the economy is resilient enough to handle those types of similar nominal numbers of the past." - Lyn Alden…
"If the Strait of Hormuz stays closed for more than four weeks, I think the world goes into recession." - Neelkanth Mishra [00:09:13]
"Compared to any other time in the past we are the best prepared to handle a crisis like this. Low fiscal deficits, slack in the economy, inflation is low, RBI sitting on reserves." - Neelkanth Mishra…
"The idea that a rival economic power would not choose to build up its military and contest the number one power but instead accept a kind of subordinate status in which it subcontracts its foreign policy to the number one country is not only unheard of but violates every tenant of international relations theory." - Fareed Zakaria [00:12:52]
…
"The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - John Butler [01:11:09]
"The United States has done more to tear down the rules-based order in the last 16 months…
"there are serious you know military academics which which exist and historians who would argue that we're already in World War III" - Michael Every [00:00:00]
"if you start from the premise that the market will solve all problems and resolves everything and that you don't need to take any political action at any point well you're not going to be…
@balajis : If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991) and the postwar order (1945). It would mark the moment when Eurasian…
"Unlike most of my predecessors I have a very healthy skepticism of elite institutions and elite opinion... I have a healthy regard for the market." - Scott Bessent[00:03:02]
"The crowd is right 85 or 90% of the time and that's the momentum but it's really that when things turn or when you could imagine a different outcome than the consensus is…
McKinsey: The growing US national debt threatens investor confidence
The federal debt today stands at $38 trillion, or 120 percent of GDP. This is higher than the 119 percent recorded in 1946 in the aftermath of World War II and barely less than the all-time high set in April 2020 at the height of the COVID-19 pandemic. The United States has one of the highest national debt levels relative to GDP of major…
"Sadly we've come at the tail end of the glorious bull market in equities where post 1990 you got 35 years of one-way bull market... When the paradigm changes, you can't invest for the long term when there's a change in the rules of the game." - 00:00:00
"If you're sitting on these 50-60 PE stocks, I think stop dreaming. You've made your money, take it and…
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…
"I've always thought India is structurally the most attractive equity market in Asia if not the world." - Christopher Wood [00:04:09](https://www.youtube.com/watch?v=nqkW0X8Vzdo&t=4m9s)
"The stock market has spent the last three years celebrating the AI capex arms race. My view all along has been the best way is to invest in the people being paid for the capex, not the people spending the capex." -…
Deutsche Bank Research Institute series dives into the physical foundations of modern power: critical minerals – authored by Marion Laboure, Ph.D. and Camilla Siazon. Chapter 2 in a nutshell: - Critical minerals have shifted from industrial inputs to strategic…
Deutsche Bank Research Institute series, authored by Marion Laboure, Ph.D. and Camilla Siazon, explores five global chokepoints reshaping economies: currencies, critical minerals, chips, cables and cloud.
Chapter 1: Currency, crypto and payment infrastructure – in a nutshell - The contest has changed: it’s…
"President Trump threw a hand grenade into the global economic system a year ago with his erratic tariffs and now he's thrown another hand grenade into the global order with the unprovoked war in Iran." - Joseph Stiglitz [00:02:04](https://www.youtube.com/watch?v=4wob38gZ2yQ&t=0h2m4s)
"We are facing a risk of stagflation, prices going up first because of the tariffs now because of the war, and we are already…
"Never look at the narratives iranians have their own narratives us has its own narrative... oil is telling me this war is headed in the wrong direction." - Ritesh Jain [00:02:00](https://www.youtube.com/watch?v=CnNMKZKjc7I&t=0h2m0s)
"Oil is priced at the margin. Every commodity is actually priced at the margin. It's not that 99 million barrels of oil decide the price of oil; actually, it is the last 1…
Day 70 of 2026
![[Adam] Ferguson’s Law: Debt, Defence & Finance | Concepts](https://pbs.twimg.com/media/HCDX-csWoAAv4jP?format=jpg&name=medium)
