Barbalat: Geopolitical reset will change Pax Americana governance but not relative US power
Vlad Barbalat · Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best · Jun 23, 2026 · at 48:56
Vlad Barbalat, CIO at Liberty Mutual Investments, discusses how shifting global power dynamics and international architecture will impact the United States' long-term standing.
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“I do think it's a reset in the way Pax Americana governed, but I don't think it's a reset away from American power in the world, at least on a relative basis. I think the world continues to need America.”
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