Welcome to Strategy Sunday — where we prepare you to position, not react.

This week, we break down the accelerating global shifts shaping markets, power, and opportunity. From rising geopolitical tensions and critical trade route disruptions to the deeper reality most people are missing — energy is the true constraint behind everything.

We unpack:

• Why modern conflict is really about energy control
• The truth behind water scarcity (and why it’s a systems problem, not supply)
• How AI is entering phase two — and the hidden companies positioned to win
• Why Micron sits at a critical bottleneck in the AI economy
• The potential SpaceX effect and how it could trigger an entire sector boom
• How energy, compute, and data are forming the new global power structure
• Why nuclear energy may become the defining investment of the decade

This episode is about seeing the system clearly — understanding cost, scale, and power dynamics — so you can move ahead of the curve.

If you’re serious about building wealth in a rapidly changing world, this is where you start.

Position early. Move with intention. Stay ahead.