• Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

  • Feb 27 2025
  • Length: 51 mins
  • Podcast

Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

Listen for free

View show details

  • Summary

  • The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.

    Odd Lots is coming to Washington, DC! Get your tickets here.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
Show More Show Less

What listeners say about Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.