AI, Geopolitics, and the Coming Correction

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. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-01-30_17-16-39.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 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