Episode 36 returns to addressing the geopolitical topics of the day. The episode begins with a discussion of the document storage security breaches by various important US politicians, a story that is keeping cable television political commentators busy.  Frank also addresses the topic du jour at this year's World Economic Forum, geo-economic fragmentation on the back of the energy crisis caused by the war in Ukraine, the declining relations between China, and tensions between the US and Europe over the US's generous subsidies for electric vehicles.We finish up in North America discussing infrastructure investing in Canada, and the US debt ceiling, including talk on Wall Street of a solution that allows debts to be paid to bondholders exclusively while the government works to solve the debate. 

Chapters

0:48 - Are All Document Breaches Created Equal?

11:15 - Geo-Economic Fragmentation

17:09 - Is Sending Tanks to Ukraine Crossing a Red Line?

21:31 - The Debt Ceiling and "Payment Prioritization"

25:40 - Will Canada Search for Partners for Infrastructure?

This podcast was recorded on January 30, 2023.

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