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Former CIA Director on Israel, Ukraine, and China | General Petraeus

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
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John Mauldin
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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