AI, Geopolitics, and the Coming Correction

from Metacasts: Investing Evening Edition · host Personalised Intelligence

Explore the converging forces reshaping markets and the global order. This episode examines AI disruption, financial repression, Big Tech scrutiny, US decline, and a potential commodity supercycle, offering insights for navigating uncertain times. 0:00 - Introduction 1:00 - AI Disruption & Market Correction 8:10 - Financial Repression & Value Investing 13:43 - Big Tech Scrutiny & Market Power 17:40 - Geopolitical Realignment & US Decline 20:00 - Commodity Supercycle & Geopolitical Drivers 22:00 - Conclusion

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This episode is 26 minutes long.

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This episode was published on January 30, 2026.

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