The Fed, Tariffs and the Politics of Money: Dr Adam S. Posen

In this episode of the Geopolitics of Business, Sam sits down with Dr Adam S. Posen, President of the Peterson Institute for International Economics and one of the world’s leading macroeconomists, for a sweeping conversation about the shifting global economic order and what it means for businesses, governments and investors.

Adam shares his views about the real-world consequences of Donald Trump’s tariff shock, why US inflation and interest rates are likely to remain structurally higher, and how a politicised Federal Reserve threatens financial stability. He also unpacks the decentring of the US dollar, the future of AI investment, and what slowing Chinese growth really means for the global economy. Adam offers candid, direct advice for CEOs navigating a more volatile, politicised, and fragmented economic landscape.

Host: Sam Gyimah, Founder and CEO of SG& Capital Partners

Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd.

Music composed by Sophie Sirota

For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com.

You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter.

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