The Geopolitics of Business

In this episode, Sam Gyimah speaks with Anthony Scaramucci — founder of SkyBridge Capital, co-host of The Rest Is Politics: USA, and former White House Communications Director. Ahead of the SpaceX IPO, Anthony explores what the rise of the commercial space economy, the concentration of tech power, and the evolution of digital assets mean for business and investors.  He reflects with Sam on the risks and rewards of investing in space, the state of US capitalism, and the strategic importance of the American public-private innovation model. The conversation also examines the K-shaped economy, the narrowing of the American Dream, and the growing influence of major technology platforms on markets and policy. Scaramucci also sets out his view on crypto and the role blockchain-based assets could play in the future of finance. Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. Music composed by: Sophie Sirota For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

Hosted by Sam Gyimah In this episode of The Geopolitics of Business, Lord Sedwill — former Cabinet Secretary, National Security Adviser, and now Chair Rothschild & Co Saudi Arabia, examines how conflict in the Gulf is reshaping capital flows, supply chains, defence priorities and long-term business resilience. Drawing on experience at the highest levels of UK government and global finance, Lord Sedwill explains why geopolitics only becomes truly relevant to business when it hits geoeconomics. He argues that the current Gulf conflict is different from many previous geopolitical shocks because it directly affects confidence, trade routes, energy prices and inflation. The conversation explores why Gulf states are accelerating diversification away from oil, how sovereign wealth funds are shifting from exporters to importers of capital, and where reconstruction, AI infrastructure and defence innovation may create major investment opportunities. Lord Sedwill also sets out why boards need to move beyond abstract risk registers towards war gaming, contingency planning and genuine supply-chain visibility. For business leaders, the core message is clear: resilience is no longer the opposite of returns. It is the foundation of long-term value creation. Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd Music composed by: Sophie Sirota For listener questions or business enquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&.  

In this episode of The Geopolitics of Business, Professor Ngaire Woods — founder of the Blavatnik School of Government at the University of Oxford and board member of mining giant Rio Tinto — explores how the fracturing of the post-war rules-based order is forcing governments, institutions and businesses to rethink the foundations of global cooperation. Drawing on decades of experience advising governments and studying international institutions, Ngaire examines why the shift from multilateral governance to transactional power politics is creating dangerous instability — and what the rest of the world can do about it. She discusses the structural strain on international institutions, the limits of deal-by-deal diplomacy, and whether order is possible without American leadership. Ngaire examines the race for critical minerals, the rise of state capitalism, and what it means for companies to earn a popular licence to operate in an era of political volatility. She argues that the countries and businesses best positioned for the future are those that invest in trust, diversity of thinking and genuine partnerships — rather than retreating into groupthink or short-term transactionalism. Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd Music composed by: Sophie Sirota For listener questions or business enquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

In this episode of The Geopolitics of Business, Stephanie Flanders, Head of Economics and Government at Bloomberg, explores how the shift from globalisation to systemic geopolitical competition is reshaping markets, economic policy and corporate strategy. Drawing on decades of experience analysing financial crises, political shocks and global macro trends, Stephanie explains why politics has become the dominant economic risk — and why markets may be underestimating the long-term consequences of fragmentation. She discusses the breakdown of the post-war rules-based order, the transactional approach of major powers, and the strategic dilemmas facing so-called “middle powers” such as the UK. Stephanie examines the tension between resilience and efficiency, the impact of AI investment on market stability, the risks of low growth in the UK, and the rise of populism as both a political and economic force. She argues that in a world where deals are temporary and alliances fluid, leaders must prioritise strategic autonomy and supply chain resilience over short-term optimisation. Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd Music composed by: Sophie Sirota For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky Hosted by Sam Gyimah In this episode of The Geopolitics of Business, Dr Helen Belopolsky, Head of Geopolitical Research at Deutsche Bank, explores how the collapse of the rules-based order is reshaping markets, investment strategy and corporate decision-making. Drawing on her experience across government, national security, military operations and global finance, Helen explains why geopolitics can no longer be treated as background noise, and why boards must build real strategic capability to operate in a permanently unstable world. She discusses the transition from globalisation to systemic geopolitical competition, the expansion of what she calls the “geopolitics of everything”, and why technology, data, defence, trade routes and supply chains have become core arenas of strategic rivalry. Helen also examines the risks and opportunities facing Europe, the future of AI and data sovereignty, the politicisation of critical minerals, and why adaptation to the current landscape — rather than navigating through it  — is now the central task for leaders, investors and institutions.  Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. Music composed by: Sophie Sirota For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&.  

NATO, Private Capital & Innovation: Professor Dame Fiona Murray  Hosted by Sam Gyimah  In this episode of the Geopolitics of Business, Professor Dame Fiona Murray, discusses how technology and innovation can drive economic and defence strategies. As the chair of the NATO Innovation Fund, she emphasises building strong innovation ecosystems among NATO allies to maintain competitiveness. Fiona also reflects on her academic journey from Oxford University to her current roles as Associate Dean of Innovation and the William Porter Professor of Entrepreneurship at the MIT. She highlights the importance of universities in powering economies and solving real-world problems. She also discusses with Sam the role of venture capital in defence, the importance of sovereignty in supply chains, and the evolving skills that future entrepreneurs will need to navigate geopolitical complexities.  Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. Music composed by Sophie Sirota For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&.