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Odd Lots: Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
Odd Lots: Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

Bloomberg

time27-02-2025

  • Business
  • Bloomberg

Odd Lots: Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.

Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

Bloomberg

time27-02-2025

  • Business
  • Bloomberg

Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Subscribe to the newsletter The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.

Foreign Minister Meets Goldman Sachs Global Affairs President
Foreign Minister Meets Goldman Sachs Global Affairs President

Bahrain News Gazette

time17-02-2025

  • Business
  • Bahrain News Gazette

Foreign Minister Meets Goldman Sachs Global Affairs President

Munich: Dr. Abdullatif bin Rashid Al Zayani, Minister of Foreign Affairs, met with Jared Cohen, the President of Global Affairs and Co-Head of Goldman Sachs Global Institute, on the sidelines of the 2025 Munich Security Conference. The meeting focused on the historical ties between Bahrain and the United States and explored ways to enhance collaboration to advance shared interests. According to Bahrain News Agency, both parties exchanged views on regional developments and issues of common concern, highlighting their commitment to fostering mutual understanding and cooperation.

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