The S2G Podcast

Navigating Progress and Backlash with Fareed Zakaria


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Big change only happens when someone tells a story people can believe in, and few people tell stories about the world better than Fareed Zakaria, bestselling author, The Washington Post columnist, and CNN host. In this episode, Fareed joins S2G’s Sanjeev Krishnan and Frédéric Michel, strategic advisor to Lupa Systems and former chief strategy and communications advisor to Emmanuel Macron, to unpack the forces rewiring global politics and markets, from why every successful political movement runs on a story to why private companies, not governments, are increasingly the most powerful actors of our era. He asks whether those companies will step up to fill the gaps left by policymakers or just keep making their one narrow ask, and delivers a striking reality check on American market dominance, where the US is 4% of the world's population but 70% of global capital markets. The conversation then turns to AI, and whether it will be winner-take-all or something more like electricity, a commodity that diffuses everywhere and benefits everyone. It's a fast-moving exchange that ends somewhere very human: if AI can write your column, what exactly are you still here to do?

Further Reading: 

Age of Revolutions: Progress and Backlash from 1600 to the Present

Chapters: 

2:50 — The French Revolution and why change must be organic
5:00 — Why narrative wins: Trump, Brexit, and the Bezos bet
7:00 — You can't prevent change, but you can arm people for it
10:00 — The backlash against managerial elites
13:30 — When companies fill the gaps left by government
18:00 — America's market dominance and the big AI bet
20:10 — What's left for humans in the age of AI


This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.

For more important information, please see s2ginvestments.com/disclosures.

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