Understanding Economic Decoupling and Market Response
Capital Club - Podcast autorstwa Brian Adams
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This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.Listen in!Key Highlights: [00:01 - 05:15] What the Geopolitical Macro Financial Trends MeanWhy they are labeled as the killer Ds: Decoupling, De-globalization, Deindustrialization, DepopulationHow the geopolitical macro financial trends are affecting the USHow real estate investors need to have a broader perspective in order to be successful[05:16 - 09:40] Why the US is the World’s Police OfficerThe US has been losing ground in various regions around the world, with Afghanistan being a particularly troublesome exampleThe UN and other large international organizations have been less relevant in the current global landscape, as countries such as Russia and China are not afraid of itIan Bremer, a leader in global political risk research, gave a speech discussing the decoupling of the world into multipolar factions[09:41 - 17:53] Developing Countries Face Massive BlowupsThe US and China are trying to disentangle themselves economically in order to avoid conflictRussia has realigned itself with China and Iran, and the US is retaliating with financial and economic penaltiesHow the US will see massive capital flight from these areas due to political instability and economic instability[17:54 - 19:23] Closing Segment Key Quotes: “I think if you have the means to leave those countries, you will. And the US is the most logical destination for both your financial capital, and your human capital.” - Brian C. Adams “I just don't think no matter who is in control of the White House, be it Democrat or Republican, I don't see a lot of political will to put boots on the ground and spend continued resources on these spots, without a very clear pathway out, and a benefit to the US.“ - Brian C. AdamsConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.