Not Just Money
Sir Lawrence Freedman is one of the world’s leading military strategists and historians, known for his deep analysis of geopolitics, war, and global power dynamics. With decades of research spanning international conflict, strategy, and statecraft, he brings a sharp perspective on how today’s geopolitical tensions, from the Iran conflict to shifting global alliances, are reshaping stability, markets, and decision-making at the highest levels. In this episode, we explore the strategic mistakes shaping today’s world, whether this instability is temporary or permanent, why energy has become the most critical market signal, and how investors and governments can navigate an increasingly unpredictable global landscape. Key Learnings: Geopolitics now drives markets Sanctions and tariffs are weakening Energy is the key market signal This is a structural global shift 0:00 Intro 2:58 Strategic mistakes currently taking place in the Iran-US War 6:38 They knew it was going to happen 8:44 Is this instability or permanent change? 15:22 Are sanctions still strong strategic tools? 25:02 Are tariffs still impactful? 33:14 Is energy the most significant market signal today? 40:59 How do governments and nations build resilience in an unpredictable world? 49:27 Why have international indicators been deteriorating? 54:14 Biggest geopolitical risks coming up 59:25 How should traders and investors analyze the current situation? Follow Lawrence: X: https://x.com/LawDavF/ Substack: https://substack.com/@lawrencefreedman454213 Follow Not Just Money: Linkedin: https://www.linkedin.com/company/hantecmarkets/ Instagram: https://www.instagram.com/notjustmoney_podcast/ Tiktok: https://www.tiktok.com/@notjustmoney_podcast Website: https://hmarkets.com/
8 episodios
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