Episode Details
Back to EpisodesGreat Power Politics & International Stocks
Description
03:21 Davos and Great Power Lens
05:10 China as Rising Hegemon
08:34 Neorealism Core Principles
16:24 Nationalism vs Trade Peace
28:11 Island Chain Strategy Explained
31:57 Containment and Economic Limits
44:34 Shift to Markets and Software
47:13 Scaling Into Positions
48:00 International Stock Setup
51:46 Retail Rotation Returns
52:42 Country ETFs Outperform
54:22 Banks As Country Bets
56:27 US Banks And Fintech
58:18 Fed Chair Speculation
01:01:52 New High Beta Themes
01:04:19 Trend Following Framework
01:07:20 Midterms And Prediction Markets
01:08:48 OpenAI Bubble Talk
01:12:56 Software Value Opportunity
01:17:13 Q&A On Apple And Uber
01:23:44 Final Wrap And Signoff
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