50:42
Essential
•Make or Break: Geopolitics
Is This the End of US Dominance?
A confluence of extraordinary circumstances has disrupted post-World War II power structures, perhaps for good.
Featuring Andreas Steno Larsen and Whitney Baker
Dec 02, 2022 • 50 minutes
Turkey has been the best-performing equity market in the world in dollar terms in 2022. Meanwhile, the Mexican peso and the Brazilian real have been among the strongest currencies against the buck this year. Amid global upheaval unlike anything in recent memory, emerging markets have become much more attractive to investors. Is this a durable trend in asset allocation? Andreas Steno Larsen welcomes Whitney Baker, the founder of Totem Macro, for a conversation about the convergence of deglobalization, inflation, and quantitative tightening and the emergence of emerging markets as we transition to a multipolar geopolitical-macroeconomic regime. Follow Whitney on Twitter @TotemMacro. Recorded on November 23, 2022.
Show MoreWhat happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers with a crucial emphasis on geopolitics. Our experts and analysts show you how shifts in the global order are redefining global markets and how the mighty dollar may chokehold emerging markets.
More EpisodesWhat happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers with a crucial emphasis on geopolitics. Our experts and analysts show you how shifts in the global order are redefining global markets and how the mighty dollar may chokehold emerging markets.
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