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Resolve's Gestalt University


Aug 4, 2021

If you’ve been following international news over the past few years, you’ve likely noticed brewing tensions between major countries, even before the pandemic struck. Proxy wars, diplomatic tensions and regional skirmishes have been flaring up across the globe. To help us make sense of these events and how they may impact financial markets, we had the distinct pleasure of hosting none other than Dr. Pippa Malmgren, former presidential advisor, best-selling and award winning author. Her expertise sits at the intersection of geopolitics, economics and technology, leading to a wide-ranging conversation that covered topics such as:

  • Family business – growing up in Washington, D.C. as the daughter of an advisor to four US presidents
  • Why members of the armed forces are operating as if there is already a global conflict at hand
  • Disputed borders, near misses and the risk of miscalculations – skirmishes below most peoples’ radar
  • Thucydides Trap – Rising China, declining US and the possibility of superpowers clashing
  • Political polarization in the US and globally
  • Information bubbles and the search for common purpose
  • The Great Gatsby vs The Grapes of Wrath – two opposing narratives emanating from the same catalyst
  • AI, Quantum Computing and Robotics – a closer look at the 21st century’s battlefield

We also discussed the positive and negative effects of the digital age and the exponential increase in available information, the race for natural resources in the Arctic, opportunities and risks investors should be mindful of, and much more. Pippa was on her usual top form and very generous with her time, which made for a fascinating and highly entertaining episode.

Thank you for watching and listening. See you next week.

 

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.