Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point

Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO Supreme Allied Commander, is back on Beyond 60/40 to discuss geopolitics. He unpacks today's most pressing global risks—from escalating conflict in the Middle East and Ukraine to the rise of drone warfare, nuclear proliferation, and more—with iCapital's Chief Investment Strategist, Sonali Basak. The conversation explores what investors should watch now, where defense and technology are heading, and why geopolitics remains a critical input to long-term portfolio construction.