Geopolitics, AI, and the End of Cheap Stability: A Strategy for Permanent Friction

Dr Mohamad Al-Ississ, Macro and Geopolitical Strategist and former Finance Minister of Jordan, joins Tellimer Founder and CEO Duncan Wales to examine how a new era of geopolitical fragmentation is fundamentally reshaping the calculus for emerging market investors, sovereigns and corporations. Drawing on Mohamad's decade of leading Jordan's fiscal and economic policy, and his subsequent work advising boards and institutions on macro strategy and sovereign risk, the conversation examines why the world has shifted from optimising for efficiency to competing on resilience, and what that means for sovereign differentiation across emerging markets. They explore how AI is less a software story for EMs than an infrastructure and human capital imperative, and why energy policy has become inseparable from industrial and defence strategy. The episode also covers the corridor economies of Turkey and Azerbaijan, the risks of fiscal short-termism, and why career-safe index investing is increasingly a dangerous bet.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.