MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 19 December 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iL44AU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.8	Macrovoices is all about the brightest minds in the world of finance and macroeconomics
0:23.9	telling it like it is, bullish or bearish, no holds barred.
0:28.2	Now, here are your hosts, Eric Townsend and Patrick Suresna.
0:34.6	Macrovoices episode 459 was produced on December 17th, 2024.
0:40.0	I'm Eric Townsend.
0:41.6	Eurasia Group's geo-economics chief, Robert Kahn, joins me as our feature interview guest,
0:46.8	when the topic will be a review of the four principal geopolitical topics of interest to investors.
0:53.0	Number one, Trump 2.0. Number two, China. Number three,
0:57.1	Russia, Ukraine. And of course, number four, Israel slash Gaza, slash Iran, slash, uh, Houtis,
1:04.0	slash, boy, I'm losing track, but that whole mess. We'll review all four of those geopolitical
1:10.3	risk scenarios and talk about what they
1:12.4	mean for financial markets. This will be the final regular format macrovoices podcast for
1:18.0	2024. For the next two weeks, we'll be releasing pre-recorded year-end special episodes
1:24.1	on Tuesdays rather than Thursdays in order to put that content in your hands in time for each of the upcoming holidays.
1:32.1	The topic of the Christmas special will be Advanced Generation 4 Nuclear Technologies and how they align with the needs of energy transition and the nuclear renaissance.
1:42.4	Then for our New Year's special, we have some content
1:45.4	planned that you just plane won't find anywhere else. A deep dive on nuclear fuel cycles, spent
1:52.9	nuclear fuel waste reprocessing, and the economics of thorium versus uranium-fired nuclear energy.
2:00.2	You're not going to want to miss that one. It's unique
2:02.6	content that you won't find anyplace else. Then we'll be back with our regular format programming
2:08.0	in the new year beginning on Thursday, January 9th, 2025. And I'm Patrick Suresna with the macro
	...

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