Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.

3:05 – Adopting a geopolitical perspective
5:50 – China, the “greatest disrupter to the legacy world order”
11:15 – Strategic sectors and industries
15:25 – Investing in the energy transition
20:10 – Electrification of transportation

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