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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 24 of 72

Geopolitics | Global power, conflict & policy

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

Geopolitics · Showing 24 of 72

The New Endgame: Remaking Global Theaters in America's Interest | 26 May 2026 | Invest Like The Best

> "dictators are enormously strong and enormously weak at the same time a dictatorship can be enormously weak because they're illegitimate... and at the same time they're strong because they control the apparatus of the state" - **Darren** [[00:00:00](https://youtu.be/7-HmjiXKlvg?si=YY9oa4q_BgvoYUw0&t=00h00m00s)] > "there's this hybridization that happened in certain parts of the Shia Muslim world through the…

May 26, 2026·Geopolitics
The New Endgame: Remaking Global Theaters in America's Interest | 26 May 2026 | Invest Like The Best

Global Markets, World Uncertainties and the $2 Trillion Fund | Jens Stoltenberg & David Solomon | Norges Bank Investment Management

> "Now it's 27% of every croner or you know we spend on budget is financed by the return from the sovereign wealth fund and I remember back in 1996 it was zero and it has gone from zero to now 2 trillion" - **Jens Stoltenberg** [[00:02:45](https://youtu.be/8_68vS4mhuI?si=1uHnQWe1CIbOtOVL&t=0h2m45s)] > "The regulatory environment is allowing scaled consolidation and there is so much change coming with the…

May 16, 2026·Geopolitics
Global Markets, World Uncertainties and the $2 Trillion Fund | Jens Stoltenberg & David Solomon |  Norges Bank Investment Management

Latest Reports on War Drones | 60 Minutes

> "what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - **Oleksandr Kamyshin** [[00:04:21](https://youtu.be/SHLgNencz3o?t=261)] > "a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…

Apr 12, 2026·AI
Latest Reports on War Drones | 60 Minutes

The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare | All-In Podcast

> "anyone who's been to war would tell you that war is awful... at the end of the day it's all about deterrence... make it unthinkable to your adversaries that they should ever challenge you" - **Trey Stephens** [[00:03:39](https://youtu.be/mjNP5IOzCbA?si=f5pbs4hUgnamVjsJ&t=219s)] > "we lost the American industrial base and have a defense industrial base is you lose volume you lose the R&D stimulus" - **Shyam…

Apr 8, 2026·Geopolitics
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare  | All-In Podcast

https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

*Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures*

Mar 30, 2026·India
https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

*An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan*

Mar 28, 2026·Report
https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

*India’s Coffee Inflection Report by Prath Ventures*

Mar 28, 2026·Report
https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

Thoughts from the Road: Japan (March 2026) | KKR | Report

**KKR Japan — Thoughts from the Road** *Henry McVey (Head, Global Macro & Asset Allocation) & Team* *Field report following meetings with CEOs, policymakers, and investors in Tokyo* **Bottom line**

Mar 27, 2026·Finance
Thoughts from the Road: Japan (March 2026) | KKR  | Report

India’s private markets: The global limited partner view | March 2026 | McKinsey

**Executive Summary** India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

Mar 27, 2026·Blog / Article
India’s private markets: The global limited partner view | March 2026 | McKinsey

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

> "A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - **Speaker** [[00:01:42](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=1m42s)] > "Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - **Speaker** [[00:02:37](https://youtu.be/n-uS3pPC_iU?si=ribgANanvaWCG80w&t=2m37s)] > "Aspiration has…

Mar 27, 2026·AI
Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

**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…

Mar 27, 2026·Finance
India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf

*Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs*

Mar 27, 2026·Report
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf

China’s manufacturing base of appliances, electronics, and robots | Rhodium Group

> Electronics manufacturing expands the number of metals demanded from refineries, which in return justifies investments in companion mineral extraction capacities. Goods such as air conditioners and batteries increase the scale of major metals demand. And in metals processing, larger scale lowers costs. > Large volumes of metals consumed by prior iterations of appliances, combined with China’s production in…

Mar 25, 2026·China
China’s manufacturing base of appliances, electronics, and robots | Rhodium Group

https://x.com/kyleichan/status/2034963594824036706?s=20

*China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future.* | Kyle Chan (@kyleichan)

Mar 22, 2026·China
https://x.com/kyleichan/status/2034963594824036706?s=20

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

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

> "If you do not start using AI regularly you will be out competed by people who do." - **Antonio Gracias** [[00:00:32](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h0m32s)] > "The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - **Gavin Baker** [[00:06:27](https://youtu.be/s4QVoht3YsI?si=hN89Sl8sPRA2xVxK&t=0h6m27s)] > "The models…

Mar 21, 2026·AI
AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

> "frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - **Shyam Sankar** [00:01:55](https://www.youtube.com/watch?v=EB9V8d3ZYbc&t=0h1m55s) > "we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…

Mar 19, 2026·AI
Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

37% of Household Financial Wealth in Germany Is in Bank Deposits, 51% in Japan | Torsten Slok's The Daily Spark | Apollo Global

> Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. **The bottom line is that there is enormous potential for consumers to put more money into yield products.**

Mar 19, 2026·Apollo
37% of Household Financial Wealth in Germany Is in Bank Deposits, 51% in Japan | Torsten Slok's The Daily Spark | Apollo Global

Untitled 3cff02

*Anthropic's AI usage by country & state - [Anthropic Economic Index](https://www.anthropic.com/economic-index#us-usage)*

Mar 18, 2026·AI
Untitled 3cff02

https://x.com/RonStoeferle/status/2034214828521230349?s=20

*Goldman Sachs: Asset classes perform amid geopolitical events*

Mar 18, 2026·Goldman Sachs
https://x.com/RonStoeferle/status/2034214828521230349?s=20

Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King | The Master Investor Podcast

> "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](https://youtu.be/zq_L011kMLs?si=ZyK7aFNxpL2OV9m2&t=0h3m2s)] > "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…

Mar 16, 2026·Finance
Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King | The Master Investor Podcast

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

*Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report*

Mar 15, 2026·USA
https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/

*India’s private markets: The global limited partner view (March 11, 2026) #McKinsey*

Mar 15, 2026·India
https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/

https://www.mckinsey.com/featured-insights/india/india-from-ambition-to-action#/

*India: From ambition to action (Jan 2026) | A curation of McKinsey insights about the world’s fastest-growing economy*

Mar 14, 2026·India
https://www.mckinsey.com/featured-insights/india/india-from-ambition-to-action#/
Source
GeopoliticsPE/VCPodcast
+11 more tag
US

The New Endgame: Remaking Global Theaters in America's Interest | 26 May 2026 | Invest Like The Best

"dictators are enormously strong and enormously weak at the same time a dictatorship can be enormously weak because they're illegitimate... and at the same time they're strong because they control the apparatus of the state" - Darren [00:00:00]

"there's this hybridization that happened in certain parts of the Shia Muslim world through the…

View Full Article
UJ
May 26, 2026
Source
GeopoliticsMacro / EconomicsPE/VC
+11 more tag
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AIGeopoliticsPE/VC
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Podcast
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GeopoliticsPE/VCPodcast
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Technology
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India
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AIFinanceGeopolitics
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India
Source
Finance
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Report
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ChinaChina FocusedElectronics
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ChinaFive Year PlanTech
+77 more tags
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ChinaFinanceGeopolitics
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Learning
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AIDefenceEnergy
+99 more tags
Finance
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AIFinanceGeopolitics
+77 more tags
Invest Like The Best
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AIGeopoliticsTech
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Goldman SachsAssetInvestments
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FinanceFixed IncomeGeopolitics
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USAMckinseyReport
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IndiaReportMckinsey
Podcast

Global Markets, World Uncertainties and the $2 Trillion Fund | Jens Stoltenberg & David Solomon | Norges Bank Investment Management

"Now it's 27% of every croner or you know we spend on budget is financed by the return from the sovereign wealth fund and I remember back in 1996 it was zero and it has gone from zero to now 2 trillion" - Jens Stoltenberg [00:02:45]

"The regulatory environment is allowing scaled consolidation and there is so much change coming with the…

View Full Article
UJ
May 16, 2026
Semiconductors
Technology

Latest Reports on War Drones | 60 Minutes

"what is the cost of killing every Russian you would be surprised but the cost of killing every Russian is less than $1,000 now that's why they send so many people to die on the front line they don't count them they don't value them" - Oleksandr Kamyshin [00:04:21]

"a Patriot missile battery cost about a billion dollars to procure one system each missile cost about $4…

View Full Article
UJ
Apr 12, 2026
US

The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare | All-In Podcast

"anyone who's been to war would tell you that war is awful... at the end of the day it's all about deterrence... make it unthinkable to your adversaries that they should ever challenge you" - Trey Stephens [00:03:39]

"we lost the American industrial base and have a defense industrial base is you lose volume you lose the R&D stimulus" - **Shyam…

View Full Article
UJ
Apr 8, 2026
PE/VC
Geopolitics
+33 more tags
India FocusedPodcastMarkets & Investments

https://youtu.be/n-uS3pPC_iU?si=wjq9fMa_d_9wE5EC

Keynote Slides | Digital India: Fueling India’s Consumption Story | Address by Nandan Nilekani #FiresideVentures

View Full Article
UJ
Mar 30, 2026
Defence
USA
+88 more tags
FinanceWall StreetMacro / EconomicsReport, Blogs & InsightsGeopoliticsMarkets & InvestmentsUS / WestPE/VC

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan

View Full Article
UJ
Mar 28, 2026
Report
India
Coffee
+77 more tags
PE/VCConsumerGeopoliticsIndia FocusedFinanceReport, Blogs & InsightsMarkets & Investments

https://media.licdn.com/dms/document/media/v2/D561FAQFVsTLstCc7gA/feedshare-document-sanitized-pdf/B56Z0ohJInI0A8-/0/1774501271106?e=1775289600&v=beta&t=qYGhJQsJu4ST9gNloiTjEzTK3DnhcR-HhICHiI77Syo

India’s Coffee Inflection Report by Prath Ventures

View Full Article
UJ
Mar 28, 2026
8 more tags
JapanKKRMacro / EconomicsMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsWall Street

Thoughts from the Road: Japan (March 2026) | KKR | Report

KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team

Field report following meetings with CEOs, policymakers, and investors in Tokyo

Bottom line

View Full Article
UJ
Mar 27, 2026
Finance
Geopolitics
+77 more tags
IndiaIndia FocusedInvestingMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

India’s private markets: The global limited partner view | March 2026 | McKinsey

Executive Summary

India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

View Full Article
UJ
Mar 27, 2026
India Focused
Keynote
Macros
Markets & Investments
Nandan Nilekani
PE/VC
Podcast
Startups
Technology
Thematic

Digital India: Fueling India’s Consumption Story | Keynote Address by Nandan Nilekani | Fireside Ventures

"A coordinated push created the rails for digital inclusion, making 2016 India's digital inflection point." - Speaker [00:01:42]

"Each innovation unlocked the next. India Stack was the keystone domino - and we are now in the acceleration phase." - Speaker [00:02:37]

"Aspiration has…

View Full Article
UJ
Mar 27, 2026
Geopolitics
India
+88 more tags
India FocusedInvestingMacro / EconomicsMacrosMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

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…

View Full Article
UJ
Mar 27, 2026
Top Of Mind
Iran Conflict
+99 more tags
Goldman SachsFinanceWall StreetMacro / EconomicsGeopoliticsReport, Blogs & InsightsMiddle EastCrude Oil & EnergyPE/VC

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf

Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs

View Full Article
UJ
Mar 27, 2026
+7
7 more tags
FinanceGeopoliticsKnowledge ByteManufacturingMarkets & InvestmentsPE/VCReport, Blogs & Insights

China’s manufacturing base of appliances, electronics, and robots | Rhodium Group

Electronics manufacturing expands the number of metals demanded from refineries, which in return justifies investments in companion mineral extraction capacities. Goods such as air conditioners and batteries increase the scale of major metals demand. And in metals processing, larger scale lowers costs.

Large volumes of metals consumed by prior iterations of appliances, combined with China’s production in…

View Full Article
UJ
Mar 25, 2026
FinanceGeopoliticsChina FocusedReport, Blogs & InsightsTechnologyAIPE/VC

https://x.com/kyleichan/status/2034963594824036706?s=20

China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future. | Kyle Chan (@kyleichan)

View Full Article
UJ
Mar 22, 2026
Markets & Investments
PE/VC
Playbook
Podcast
US / 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
Geopolitics
Macro / Economics
PE/VC
Podcast
Tech
Technology
Tesla
US / West

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

"If you do not start using AI regularly you will be out competed by people who do." - Antonio Gracias [00:00:32]

"The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - Gavin Baker [00:06:27]

"The models…

View Full Article
UJ
Mar 21, 2026
Palantir Technologies
PE/VC
Podcast
Tech
Technology
US / West

Shyam Sankar (CTO of Palantir Technologies) : How AI Is Changing Warfare | Invest Like The Best

"frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - Shyam Sankar 00:01:55

"we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…

View Full Article
UJ
Mar 19, 2026
+7
7 more tags
GeopoliticsGermanyJapanMarkets & InvestmentsOpportunityPE/VCReport, Blogs & Insights

37% of Household Financial Wealth in Germany Is in Bank Deposits, 51% in Japan | Torsten Slok's The Daily Spark | Apollo Global

Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. The bottom line is that there is enormous potential for consumers to put more money into yield products.

View Full Article
UJ
Mar 19, 2026
+5
5 more tags
FinanceTechnologyReport, Blogs & InsightsUS / WestPE/VC

Untitled 3cff02

Anthropic's AI usage by country & state - Anthropic Economic Index

View Full Article
UJ
Mar 18, 2026
+66 more tags
PE/VCGeopoliticsFinanceReport, Blogs & InsightsMarkets & InvestmentsUS / West

https://x.com/RonStoeferle/status/2034214828521230349?s=20

Goldman Sachs: Asset classes perform amid geopolitical events

View Full Article
UJ
Mar 18, 2026
Markets & Investments
PE/VC
Podcast
Scott Besent
US
US / West

Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King | The Master Investor Podcast

"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…

View Full Article
UJ
Mar 16, 2026
+8
8 more tags
GeopoliticsChina FocusedFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VCUS / WestChina

https://www.mckinsey.com/mgi/our-research/at-250-sustaining-americas-competitive-edge

Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report

View Full Article
UJ
Mar 15, 2026
IndiaPE/VCReport
+66 more tags
FinanceGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & InvestmentsEquity

https://www.mckinsey.com/industries/private-capital/our-insights/indias-private-markets-the-global-limited-partner-view#/

India’s private markets: The global limited partner view (March 11, 2026) #McKinsey

View Full Article
UJ
Mar 15, 2026
+7
7 more tags
PE/VCFinanceWall StreetGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & Investments

https://www.mckinsey.com/featured-insights/india/india-from-ambition-to-action#/

India: From ambition to action (Jan 2026) | A curation of McKinsey insights about the world’s fastest-growing economy

View Full Article
UJ
Mar 14, 2026