In this episode of the podcast, hosts John Reade and Joe Cavatoni are joined by Tina Fordham, the founder of Fordham Global Foresight. The conversation delves into the current global geopolitical climate, questioning whether recent tensions signify a long-term escalation.
They explore the implications of central banks, particularly in emerging markets, diversifying their reserves away from traditional holdings like the U.S. dollar, and whether this indicates a shift from Western dominance.
The discussion also covers the effectiveness of geopolitical risk indices, the evolving dynamics of Western relations with China, and the potential impact of the upcoming U.S. elections and other global elections in 2024. Fordham also shares her insights on critical geopolitical developments that are under the radar but warrant attention.