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GeopoliticsGlobal MacrosIndiaInvestmInvestmentMacro / EconomicsMarkets & InvestmentsMonetary PolicyPE/VCPodcastValueQuest

The New World Order: How Debt, Geopolitics and the AI Arms Race are Redrawing the Rules of Investing | ValueQuest

"we are at an inflection point where the assumptions that shaped the global markets for the last three decades are no longer true" - Speaker [00:00:00]

"Empires don't just collapse overnight. They fade into oblivion. The pattern is remarkably consistent." - Speaker [00:03:18](https://www.youtube.com/watch?v=YSEcXpMHTlY&t=0h3m18s)

"When balance sheets…

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UJ
Mar 2, 2026