113. Where could geopolitical shocks hit portfolios next?

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The Long-Short

AIMA

130 episodes

3 weeks ago

Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA.

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All content for The Long-Short is the property of AIMA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA.

Hosted on Acast. See acast.com/privacy for more information.

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113. Where could geopolitical shocks hit portfolios next?

The Long-Short

58 minutes 59 seconds

1 month ago

113. Where could geopolitical shocks hit portfolios next?

This week on The Long-Short, Tom and Drew are joined by Damien Bruckard, Founder of Geopolitical Strategy, for a trip around the world to map out the economic and political fault lines reshaping global markets, from Trump-era trade shifts and the rise of regional trading blocs to recent record-breaking gold prices and the artificial intelligence capex surge. Damien also charts how India and the Gulf are becoming power players, and signposts where the next geopolitical shock could hit investors' portfolios.

Hosted on Acast. See acast.com/privacy for more information.