Perspectives: Episode 86 – What will it take for geopolitical stability to return?

In this episode, Escala Partners CIO, Tracey McNaughton, talks about the economic conditions that are necessary (though maybe not sufficient) for geopolitical stability to return to the global economy. (0:54) Tracey, lets start by talking about prices. Not just any price. More than anything, financial markets over the September quarter were driven by the most important price in the global economy. It's not the price of oil though, is it? (6:19) We received a question from a client recently: We are now operating in a world where there are two major wars happening at the same time as global co-operation is being tested. What will it take for geopolitical stability to return? (11:38) Tracey, you mention their populist politics being associated with inflation and inequality. Can you go into that a bit deeper? (12:01) I'm guessing a very long time.