Tariffs, Tensions, and Trade: Investing in a Shifting World

How is the shifting global trade and security landscape reshaping investment strategy and geopolitical risk? In this episode of Capital Considerations, CIO Tony Roth speaks with Teddy Bunzel, managing director and head of geopolitical advisory at Lazard, about a Supreme Court case that could redefine U.S. tariff authority, the ripple effects of current trade policies, and the challenges of reshoring manufacturing in a tight labor market. The episode also explores U.S.–China tensions, risks around Taiwan, and what these developments mean for investors navigating a rapidly changing world.