1 filters applied
GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 31
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 31
*How the Chinese Economy Works. | Hudson Institute*
> "what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - **Nick Snyder** [[00:09:04](https://youtu.be/bjc6MgUY0BE?t=00h09m04s)] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - **Nick Snyder** [[00:10:47](https://youtu.be/bjc6MgUY0BE?t=00h10m47s)]…
How the Chinese Economy Works. | Hudson Institute
"what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - Nick Snyder [00:09:04] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - Nick Snyder [00:10:47]…
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
"For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - Sanam Vakil [00:01:03]
"The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…
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
"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…
1. Metadata & Credentials
Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs
AI Summary
Core thesis
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - Rogan Quinn
Source: Report **Executive…
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…
India: From ambition to action (Jan 2026) | A curation of McKinsey insights about the world’s fastest-growing economy
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…
To put current events in context, the following illustrates Iran's rise from a US-backed state into an Islamic Republic | Iran: Its politics, economy, and impact (March 2026) #DBResearch #Report
India’s future arenas: Engines of growth and dynamism | Mckinsey
India 2026: A D&B Perspective | Dun & Bradstreet
Torsten Slok (Apollo) : The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Chart book, available here, examines energy demand and supply, as well as the significance of the Strait of Hormuz.
Changing world order: Way forward for India | Mr Uday Kotak's views @ Kotak's Annual Investor Conferance
Priority #4 Capture diversification opportunities from Asia’s innovation and income
Asian High Conviction Themes: –
Unlock a rich opportunity set of structural growth leaders and resilient income opportunities in Asia.
China: Rally Aside, Structural Headwinds Dominant | Global Insights | Morgan Stanley
A New Age of Nations: Power and Advantage in the AI Era (Jan 2026) | Michael J. Mazarr | RAND | (Clcik Source)
"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…
I. Executive Overview & Core Thesis
Trip Context
