Podcast Name
Commodities
March 2026
9 minutes
Carlyle Group’s Jeff Currie Talks Global Supply Chain, Oil
Carlyle Group’s Jeff Currie talks global supply chains, oil market disruptions, and the broader effects of geopolitical conflict.
Geopolitics
February 2026
35 minutes
In Greenland with Pippa Malmgren: Why the Arctic Is the New Geopolitical Battleground
Pippa Malmgren explains Arctic geopolitics, Greenland’s strategic value, and how great-power competition reshapes trade routes and resources.
Global Macroeconomics
February 2026
45 minutes
Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets
Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, analyzes geopolitics of energy in a world reshaped by […]
Global Macroeconomics
October 2024
Christopher Kirchhoff on Military Innovation and the Future of War (Ep. 225)
Conversations with Tyler
The founder of the Pentagon’s Silicon Valley office discusses how advancements in drone warfare, hypersonic weapons, and AI are reshaping […]
Global Macroeconomics
April 2022
38 minutes
#277 — How Does the War in Ukraine End?
Ian Bremmer touches on Ukraine war trajectory, sanctions impact, and Europe’s push to reduce energy dependence.
Global Macroeconomics
March 2022
73 minutes
#876 The Truth Behind The Russia vs. Ukraine War w/ Peter Zeihan
Peter Zeihan discusses the geopolitical implications of Russia’s invasion of Ukraine, how sanctions and military realities shift global power, and […]
Global Macroeconomics
December 2020
35 minutes
Geopolitical Alpha: A Framework for Investors
Marko Papic discusses his constraints-based geopolitical framework, U.S. politics and US-China relations, and shifting dynamics across Europe and the Middle […]
Global Macroeconomics
November 2019
55 minutes
Kyle Bass | The Present Danger: America, China, and the Second Cold War
Kyle Bass discusses China’s geopolitical ambitions, risks within U.S. capital markets, and vulnerabilities in Hong Kong’s currency peg and banking […]
Global Macroeconomics
August 2019
35 minutes
How Science Fiction Explains the U.S.-China Trade War
Laban Yu discusses US-China tech tensions, historical and sci-fi parallels to technological suppression, and implications for economic development.