Fault Lines Exposed: Commodities, Geopolitics, and the New Economic Order Titelbild

Fault Lines Exposed: Commodities, Geopolitics, and the New Economic Order

Fault Lines Exposed: Commodities, Geopolitics, and the New Economic Order

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 This week's edition unpacks the interconnected vulnerabilities shaping global markets, from the Federal Reserve's precarious position to the escalating tensions in commodity supply chains. Maya and Alex reveal how geopolitical risk, technological disruption, and credit stress are converging to create a uniquely complex and potentially volatile landscape, demanding a reassessment of conventional investment strategies. 0:00 - Introduction 1:00 - Federal Reserve Policy & Macroeconomic Outlook 9:31 - Geopolitical Risk & Commodity Markets 14:16 - Technological Disruption & Market Dynamics 17:56 - Restructuring & Credit Market Stress 20:00 - Energy Transition & Critical Minerals 22:00 - Conclusion Referenced podcasts (for further listening): - "Argus Weekly Korea Commodities Insights Episode 3" (Argus Media) - "Trump Picks Kevin Warsh as Fed Chair" (Bloomberg Surveillance) - "From data centers to EVs to wind turbines Copper's critical role in the age of electrification" (Energy Evolution) - "Credit Crunch Beach Point’s Hunsaker on Structured Landscape" (FICC Focus) - "Macro Matters Morgan Stanley’s Hornbach on Dollar, Yield Curve" (FICC Focus) - "Scott Sumner on Monetary Policy Confusion in Our Current Policy Debates" (Macro Musings with David Beckworth) - "Lots More With Skanda Amarnath on the Risks of Kevin Warsh" (Odd Lots) - "Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run" (Odd Lots) - "The incredible shrinking dollar" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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