Trends with Benefits #112: Geopolitics and Your Portfolio with Charles Myers
23 January 2024
Listen Time 45:19 MIN
Before the invasion of Ukraine, the past 40 years experienced an unprecedented combination of no war and global monetary and fiscal expansion. However, those days are over. Charles Myers, Chairman and Founder of Signum Global Advisors, joins this episode to dive into geopolitical events and their impact on the global economy and markets. We discuss why there’s been a recent uptick in geopolitical risks and the opportunities investors should be looking at given this environment. Charles explains why China is facing economic decline and the implications of U.S.-China tensions and the Israel-Gaza war. Lastly, we narrow in on the U.S. economy, covering the Magnificent 7 stocks, commercial real estate, and how outcomes of the 2024 election may affect investors.
Show Notes:
02:38 About Signum Global Advisors
03:30 Increase in geopolitical risks
05:47 How to invest now
07:46 U.S.-China tensions
11:32 Structural problems in China
17:02 The invasion of Ukraine
20:15 Israel-Gaza conflict
23:42 Asset class opportunities
25:16 Commodities
29:20 Interest rate targets
30:58 The biggest challenge with commercial real estate
32:12 The energy transition
33:33 What else investors should know
34:33 2024 election
36:43 Long-term trend
39:33 Trend or Fad
Trend or Fad
Listen for Charles’ view on p(doom), the creator economy, India, and Bitcoin.
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