Today's episode unpacks the interconnected crises reshaping the global landscape: escalating geopolitical tensions in the Middle East, the accelerating breakdown of established supply chains, and the paradoxical impact of AI's productivity boom. We explore how the illusion of consistent supply is shattering, forcing a reassessment of risk and resilience in a world where even fundamental economic models are failing to keep pace.

Explore the full visual digest at pers-int.com

0:00 - Introduction
1:08 - Energy Security in a Volatile World
8:19 - AI & The Economy: Productivity, Disruption, & Repricing
14:25 - Market Disconnects & Systemic Vulnerabilities
20:06 - The New Geopolitical Order: Risks & Realignments
25:57 - Conclusion

Referenced sources:
Trump's Hormuz Ultimatum, Iran Refuses Ceasefire, Astronauts Headed Home (Bloomberg Daybreak: Europe Edition)
Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now (Bloomberg Intelligence)
Trump Escalates Iran Threats Ahead of Hormuz Deadline (Bloomberg Surveillance)
Single Best Idea with Tom Keene Eric Van Nostrand & Scott DiMaggio (Bloomberg Surveillance)
Bloomberg Surveillance TV April 6th, 2026 (Bloomberg Surveillance)
Natural Gas in Focus Iran Conflict Could Have 'Very Painful' Consequences (Exchanges)
The Iran War is Accelerating the End of Globalism Jacob Shapiro (Forward Guidance)
Why AI Will Reprice The Entire Economy Jordi Visser (Forward Guidance)
Iran Deadline Looms for an Economy on the Edge (Prof G Markets)
Is the High Over for Hemp Drinks (The Journal.)
Balaji on Why AI Raises the Cost of Verification (The a16z Show)
Riding the Final Innings of the Market Correction (Thoughts on the Market)
UBS On-Air Paul Donovan Daily Audio 'Deadlines challenge the optimism bias' (UBS On-Air: Market Moves)
Top of the Morning CIO Strategy Snapshot - Where do we go from here (UBS On-Air: Market Moves)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.