We're living through "the nexus point" for a passing global order. This kind of change also means opportunity.
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Featuring Dee Smith and Jacob Shapiro
Nov 21, 2022 • 60 minutes
The 2020s have already seen extraordinary change – and the upheaval is still in process. A pandemic paralyzed the globe. Supply chains buckled. Inflation exploded. Russia invaded Ukraine. Altogether we’re dealing with a combination of cross-cutting macroeconomic and geopolitical forces the effects of which will not be readily mitigated – hope as much as many investors might. “It’s not going back to an old normal,” observes Dee Smith, the founder and CEO of Strategic Insight Group. As he sees it, COVID-19 accelerated the ending of the globalization era and the beginning of a period marked by multipolarity. Dee joins Jacob Shapiro, the director of geopolitical analysis at Cognitive Investments, to talk about how the world is turning as we enter 2023 and what it will take to survive and thrive. Those with “an open mind, a willingness to turn on a dime, a psychological orientation towards agility” will prosper, according to Dee, “and the people who are disturbed by change are going to have a harder time.” Recorded on November 16, 2022.
Show MoreThe year is ending, the holidays are approaching. As everyone winds down, the smart time for investors to get ahead of the curve is now. "Don't Wait Until January" is a four-part special that digs into the psychology around portfolio management in this season, what we can learn from the history of January markets, and how to start positioning yourself now for 2023.
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The year is ending, the holidays are approaching. As everyone winds down, the smart time for investors to get ahead of the curve is now. "Don't Wait Until January" is a four-part special that digs into the psychology around portfolio management in this season, what we can learn from the history of January markets, and how to start positioning yourself now for 2023.
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