How does the Hamas attack and Israel’s retaliation change the geopolitical landscape from here? @ZeihanonGeopolitics answers…
Geopolitical strategist and author Peter Zeihan joins Maggie Lake to unpack the complex geopolitical landscape. They look at the most recent developments in Israel and how this could impact the Russia-Ukraine war, discuss where China stands amid Middle East tensions, and explore how technology is changing the face of global warfare.
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CHAPTERS
1 What Scenarios Should We Be Considering Around the Situation in Israel? 00:24
2 Is the Ability and the Will in the US to Be Powerbrokers Diminishing? 0:10:11
3 How Does This Affect Energy? 0:21:08
4 The Knock-On Effects on the Russia-Ukraine War 0:29:10
5 How Is Technology Changing the Face of Warfare?
0:36:36
6 The Financial Costs to the US and the 2024 Presidential Election 0:41:39
7 Immigration Policies and Demographics 0:48:30
8 Is China a Weakened State? 0:58:34
9 On the Possibility of Nuclear Conflict 01:03:58
10 What Are You Most Focused on Right Now? 01:10:21
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#realvision #israelpalestineconflict #geopolitics
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The 2020s have already seen extraordinary change – and the upheaval is still in process. A pandemic paralyzed the globe.
Supply chains buckled. Inflation exploded. Russia invaded Ukraine. Altogether we’re dealing with a combination of cross-cutting macroeconomic and geopolitical forces the effects of which will not be readily mitigated – hope as much as many investors might.
“It’s not going back to an old normal,” observes Dee Smith, the founder, and CEO of Strategic Insight Group.
As he sees it, COVID-19 accelerated the ending of the globalization era and the beginning of a period marked by multipolarity. Dee joins Jacob Shapiro, the director of geopolitical analysis at Cognitive Investments, to talk about how the world is turning as we enter 2023 and what it will take to survive and thrive.
Those with “an open mind, a willingness to turn on a dime, a psychological orientation towards agility” will prosper, according to Dee, “and the people who are disturbed by the change are going to have a harder time.” Recorded on November 16, 2022.
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#chinaeconomy #macro #chinanews
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Geopolitical strategist and author Peter Zeihan acknowledges how the warmer weather has blessed us this winter season, easing pressure from what could have been a disastrous energy crisis.
But, he still observes how the global systems surrounding energy and food are extremely fragile. He joins Real Vision’s Maggie Lake for an update on the war in Ukraine one year later, China, and more. Recorded on March 7, 2023
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#geopolitics #chinanews #peterzeihan
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Last week, China delayed the release of major economic data, including third-quarter gross domestic product, industrial production, and retail sales, as the ruling Communist Party gathered for its twice-a-decade congress to establish priorities for the next five years.
The “adjustment to work arrangements” fits the hypothesis of Victor Shih, an associate professor at U.C. San Diego and an expert on Chinese elite politics. Shih says that in order for China to continue to grow, it must isolate itself from the global financial system.
He joins Maggie Lake to talk about President Xi Jinping’s grip on power, the difficulty of understanding its intentions toward Taiwan, and China’s many economic problems.
An “extend and pretend” approach could achieve positive growth over the next few years, says Shih, but it will be extremely difficult for Beijing to avoid a major disruption down the road. Recorded on October 17, 2022.
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TIMESTAMPS
1 Thoughts on China’s Party Congress 00:44
2 Tensions Brewing in China 04:03
3 China’s Technology Sector 09:28
4 The Taiwan Question 0:14:58
5 Is Increased State Surveillance Here to Stay? 0:20:37
6 Xi’s Biggest Challenges 0:26:40
7 Is the Era for Foreign Investors in China Over? 0:31:30
8 What Will the Next Five Years Look Like for China? 0:36:45
9 The Takeaways 0:40:16
#chinanews #china #chinaeconomy
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Regionalization” is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real.
The breakdown of an economic order framed by just-in-time supply chains requires a rethink of trade networks and relationships. Geopolitical strategist Peter Zeihan addresses these issues and more in his new book “The End of the World Is Just the Beginning: Mapping the Collapse of Globalization.”
Zeihan joins Real Vision’s Maggie Lake to talk about the implications of this transition, including the end of China’s time as a great power and the perpetuation of the U.S. dollar’s status as the global reserve currency.
Recorded on May 31, 2022.
TIMESTAMPS:
00:00:10 Why Our Future Will Be Pricier, Worse & Slower
00:03:52 The Benefits of Globalization
00:05:43 The Demographic Effect at a Global Scale
00:08:36 The End of the Supply Chain Network As We Know It
00:14:53 Solving Demographics Through Immigration Policies. Is it Possible?
00:15:39 The One-Child Policy & the Decline of China
00:23:32 The Risk of Global Famine Is Real
00:31:47 The Future of the U.S. Dollar As the Strongest Currency
00:34:48 Globalization vs. Regionalization
00:41:51 Productivity, Demographics, Technology and Europe’s Future.
00:47:48 What Determines the Geography of Success?
00:55:12 Opportunities for Latin America in a World Starved of Food & Energy
01:02:47 Is there Hope for a Better Future?
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
“Regionalization” is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real.
The breakdown of an economic order framed by just-in-time supply chains requires a rethink of trade networks and relationships. Geopolitical strategist Peter Zeihan addresses these issues and more in his new book “The End of the World Is Just the Beginning: Mapping the Collapse of Globalization.”
Zeihan joins Real Vision’s Maggie Lake to talk about the implications of this transition, including the end of China’s time as a great power and the perpetuation of the U.S. dollar’s status as the global reserve currency.
Recorded on May 31, 2022.
About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
