113. Where could geopolitical shocks hit portfolios next?

This week on The Long-Short, Tom and Drew are joined by Damien Bruckard, Founder of Geopolitical Strategy, for a trip around the world to map out the economic and political fault lines reshaping global markets, from Trump-era trade shifts and the rise of regional trading blocs to recent record-breaking gold prices and the artificial intelligence capex surge. Damien also charts how India and the Gulf are becoming power players, and signposts where the next geopolitical shock could hit investors' portfolios. Hosted on Acast. See acast.com/privacy for more information.