Geopolitics and Markets: Trading in a Changing World
Tune in for a special recording between Pantheon Insights founder Dimitri Zabelin and Head of Global Macro at tastylive, Ilya Spivak on trading geopolitical risks.
Last week, I held a one-on-one discussion with Ilya Spivak, the Head of Global Macro at tastylive on how to trade markets amid unprecedented geopolitical volatility. You can view the recording here.
Here are a few questions Ilya and I discussed:
What are some secular geopolitical trends we are seeing?
How do you see geopolitics shaping macroeconomic trends now more than before?
Why are you not concerned about BRICS challenging the US Dollar?
Regionally, where do you see the most interesting intersections of geopolitics and macroeconomic trends ripe for investment?
From a macroeconomic and market perspective, how do you feel about the prospect of another Trump presidency?
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