| Few people bring together as much expertise on the military, geopolitics, and investing as former CIA Director General David Petraeus, who is currently a partner at global investment firm KKR. General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine. Learn more here: https://www.harpercollins.com/products/conflict-david-petraeusandrew-roberts?variant=41006278508578 In this episode of Global Macro Update, Petraeus and Mauldin Economics Partner Ed D’Agostino discuss how the conflict in the Middle East could escalate, what Putin has really accomplished in Ukraine, and the United States’ delicate relationship with China. As Petraeus says, in the past decade we’ve gone from a world of “benign globalization” to one of “renewed great power rivalries.” And analyzing geopolitics has become an increasingly important part of investing. General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine. You can learn more about General David Petraeus here: https://www.kkr.com/about/our-people/david-h-petraeus Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528H/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 00:00 – Introduction 01:20 – Petraeus on Jamie Dimon and Ray Dalio 09:31 – Petraeus on historical cycles theory 13:06 – The weaponization of everything 22:28 – Geopolitical theme-based investing 24:34 – Big ideas in Petraeus’s new book, “Conflict” 29:35 – Lessons from Iraq on post-war reconciliation 32:06 – Israel’s plans for Hamas 38:08 – What Hamas wants 41:52 – War stalemate in Ukraine |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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