Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.

2:45 – Geopolitics as fundamental to an investment perspective

9:40 – US versus them

15:25 – The role of the Western hemisphere in US strategy

18:25 – Climate risk in a geopolitical context

20:35 – Geopolitics, dispersion, and active management

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