Blind Flight: Geopolitics, AI & Systemic Risk

Today's episode unpacks the accelerating speed of economic consequence, driven by escalating geopolitical tensions and the rapid integration of AI. We dissect the systemic risks building beneath the surface – from private credit vulnerabilities to infrastructure gaps stifling emerging tech – and ask whether markets are truly prepared for the volatility ahead. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:10 - Geopolitical Shocks & Market Volatility 10:43 - The Future of Work: AI & Productivity 16:35 - Private Credit: Risks & Systemic Concerns 20:55 - Infrastructure Gaps & Emerging Tech Growth 24:52 - Conclusion Referenced sources: - "European rates Inflation & AI waves collide" (Barclays Brief) - "Single Best Idea with Tom Keene Wei Li & Brad Neuman" (Bloomberg Surveillance) - "Bloomberg Surveillance TV March 24th, 2026" (Bloomberg Surveillance) - "Markets in Flux as Iran War Drags On" (Bloomberg Surveillance) - "Private Credit Concerns in Context" (Exchanges) - "David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout" (Odd Lots) - "$1T Moved on Iran Talks - Did They Even Happen" (Prof G Markets) - "OpenAI's curious business conundrum" (The Big View) - "How Bad Could the Iran Oil Crisis Get" (The Ezra Klein Show) - "Reflections on Oaktree Conference 2026 with Howard Marks" (The Memo by Howard Marks) - "The Missing Power Layer of Modern Warfare" (The a16z Show) - "Why Every Satellite Needs Earth Northwood CEO on a16z" (The a16z Show) - "Top of the Morning Geopolitical & macroeconomic considerations for business owners" (UBS On-Air: Market Moves) - "Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 60)" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Bewitched, bothered, and bewildered'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.