Episode Details

Charles-Henry Monchau joins Alan Dunne to discuss how geopolitics, artificial intelligence and structural economic shifts are reshaping global investing. They explore the AI supercycle, the changing balance between the US, China and Europe, sovereign debt, inflation, commodities and the future of asset allocation. Charles explains why investors should focus on long-term structural themes rather than short-term market noise and why the biggest opportunities may lie beyond the current AI infrastructure boom. The conversation also examines Europe’s competitiveness, China’s innovation strategy and the risks that could define the next phase of the investment cycle.

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Episode TimeStamps:

00:00 - Charles-Henry Monchau's path into investing

03:49 - The new geopolitical order and global investing

09:02 - Is artificial intelligence inflationary or deflationary?

12:49 - The AI CapEx supercycle and future market winners

18:41 - Are markets in an earnings bubble?

21:27 - Capital spending, debt issuance and market liquidity

25:22 - Sovereign debt and the future of asset allocation

28:13 - Gold, fiscal dominance and reserve currencies

32:27 - Kevin Warsh and the future of the Federal Reserve

40:36 - China's in