Media Summary: Markets face a convergence of intensifying forces: structural inflation risks, geopolitical conflict, and energy market disruption. How should investors position portfolios in 2026 as geopolitics, AI and global markets collide? Global Simplified investment insights. Markets are changing—and so should your approach. In this video, we break down 7 common ...
Unearthed The New Macro Playbook - Detailed Analysis & Overview
Markets face a convergence of intensifying forces: structural inflation risks, geopolitical conflict, and energy market disruption. How should investors position portfolios in 2026 as geopolitics, AI and global markets collide? Global Simplified investment insights. Markets are changing—and so should your approach. In this video, we break down 7 common ... Keith McCullough, Founder and CEO of Hedgeye Risk Management, joins Alan Dunne in this episode for an in-depth look into ... Beneath the illusion of a relentless AI boom lies a fragile global financial architecture teetering on the edge of a localized liquidity ... US Treasury Secretary Scott Bessent publicly called for a "Bretton Woods realignment" — a deliberate restructuring of the global ...
Is the market in chaos, or is it just following a script? In this video, we break down the "Trump Conflict "Welcome to The End of the Dollar World. This is a Macroscope original series — eight episodes, one story, the biggest financial ... Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in ... The global economy is currently projecting a baseline growth rate of 3.3% for 2026, but mainstream consensus estimates from ... Sovereign debt pressures, currency debasement concerns, and geopolitical fragmentation continue to shape the store-of-value ...
