The Global Gambit

SummaryIn this conversation, Martin Wolf discusses the current state of the global economy, emphasizing the importance of demographic changes, economic growth, and the resilience of economies in the face of challenges. He highlights the political fragility in Europe and the US, the risks associated with transatlantic relations, and the need for Europe to strengthen its position in a multipolar world. The discussion also touches on the fragmentation of regional blocks and the uncertainty surrounding the future of global governance.Chapters00:00 Reflections on Global Economic Trends08:52 Political Fragility and Economic Growth17:51 The Future of Transatlantic Relations26:37 Europe's Strategic Challenges Ahead35:07 Navigating a New World OrderSubscribe to the YouTube channel and Substack newsletter for the latest content.

SummaryIn this conversation, Pyotr Kurzin and Dmitri Alperovitch delve into the intricate relationship between geoeconomics and geopolitics, particularly in the context of the United States' National Security Strategy. They discuss the implications of Trump's approach to international relations, the challenges Europe faces in achieving strategic autonomy, and the complexities surrounding tariffs and economic strategies. The dialogue also touches on the ongoing Russia-Ukraine war and the potential risks associated with seizing Russian sovereign assets.Subscribe to the YouTube channel and Substack newsletter for the latest content.

SummaryIn this episode of Global Gambit, host Pyotr Kurzin engages with Lawrence Freedman, a prominent figure in military strategy, to dissect the recent 28-point peace plan regarding the Russia-Ukraine conflict. Kurzin expresses skepticism about the plan's legitimacy, noting its repetitive nature and the lack of serious diplomatic engagement. Freedman elaborates on the origins of the plan, highlighting its amateurish drafting and the absence of meaningful discussions between Russia and Ukraine. He critiques the plan's vague language and unrealistic expectations, suggesting that it may not lead to a viable resolution of the ongoing conflict.As the conversation progresses, Freedman discusses the implications of the plan for both Ukraine and Russia, emphasizing the need for a more robust diplomatic framework. He also touches on the current military situation, including the challenges faced by both sides as winter approaches. The episode concludes with a reflection on the broader geopolitical landscape, urging listeners to consider the complexities of international relations and the potential for escalation in the region. Freedman's insights provide a nuanced understanding of the ongoing conflict and the challenges of achieving lasting peace.Subscribe to the YouTube channel and Substack newsletter for the latest content.

SummaryIn this conversation, Pyotr Kurzin and Mitch Mechigian discuss the evolving landscape of geopolitics and finance, particularly focusing on the role of cryptocurrencies and stablecoins. They explore Trump's shift from skepticism to support for crypto, the normalization of digital currencies among nation-states, and the implications of geopolitical events on the crypto market. The discussion also highlights the rise of stablecoins as a significant player in the financial system and the potential for emerging markets to lead the next wave of crypto adoption.

SummaryIn this conversation, Pyotr Kurzin and Martin Wolfe discuss the evolving landscape of global economics, focusing on the return to regionalism, the implications of geopolitical uncertainties, and the role of currencies in the modern economy. They explore the impact of Trump's trade policies, the rejection of globalization, and the future of the US dollar amidst rising nationalism and protectionism.Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander of the British Empire) in 2000 “for services to financial journalism”.

SummaryIn this conversation, Dmitri Alperovitch discusses the intricate geopolitical dynamics involving Russia, Iran, and China, focusing on Iran's nuclear ambitions and the implications of recent Israeli military actions. The dialogue explores the vulnerabilities of Iran's leadership, the reactions of global powers, and the potential future of negotiations surrounding Iran's nuclear program. The conversation emphasizes the delicate balance of power in the region and the strategic decisions that Iran must navigate in light of its recent setbacks.Dmitri Alperovitch is a geopolitical strategist and co-founder of the Silverado Policy Accelerator.

Summary In this episode, Pyotr Kurzin speaks with Frank Giustra about the spiralling U.S. debt crisis, the fragility of dollar dominance, and how rivals like China and the BRICS bloc are accelerating moves away from the post-war financial order. From unfunded liabilities to currency alternatives, we unpack whether the U.S. is facing a market correction — or the beginning of the end of its global economic power.Frank Giustra is a Canadian entrepreneur, philanthropist, and geopolitical thinker. He is co-chair of the International Crisis Group, founder of Lionsgate, and former CEO of Goldcorp.

Summary  This conversation delves into the intricate relationship between energy geopolitics and conflict, particularly focusing on the Iran-Israel tensions and the implications for global oil markets. Anas Al-Hajji provides insights into the strategic importance of the Hormuz Strait, the dynamics of oil pricing, and the roles of major players like the US and Russia in shaping energy policies. The discussion also highlights the future of energy demand in light of climate change and technological advancements, emphasizing that the world cannot overlook Iran's potential in the energy sector.  Dr. Anas F. Alhajji is a leading energy economist and former chief economist at NGP Energy Capital, known for his global expertise in oil markets, energy policy, and macroeconomic strategy.