Geopolitics
topic on 3 shows · 3 statements across 3 episodes
the Knowledge Project 
Capital Allocators 
the Green Blueprint
3 statements about Geopolitics, every show
Su: Understanding geopolitics should be a core requirement for all investors
“I think it should be everybody's job as an investor. So, so that would be the first thing is I consider it to be kind of one of the top bullet points in the job description”
Geopolitics has overtaken inflation as the primary market driver
“I'm starting to think that as important as that inflation conversation has been, I'm not sure that matters anymore, or at least not to the extent we thought it might three weeks ago, because this is now exclusively about geopolitics.”
McLean: Shifting to renewables will dramatically upend global geopolitics
“I have no idea other than that it's going to upend everything. If a nation's wealth and standing in the world is no longer dictated by geology, but rather by the innovation of its people, and which is renewables, how does that change geopolitics? I mean, drama…”