159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders

159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders

The episode brings Sir Patrick Sanders, a British military officer, back to discuss geopolitical issues, specifically focusing on the precarious state of global affairs today compared to the 1930s.

The conversation delves into the complexities surrounding Donald Trump's foreign policy perceptions and Norway SWF's approach to defence sector exclusions.

This episode was recorded in Norway at the Grieg Conference, organized by Grieg Investor. They’re an independent investment adviser for institutional investors in Norway representing over 170 clients, and part of the Grieg Group.

Sir Patrick elaborates on Trump's stance towards Russia, emphasizing Trump's unpredictable yet impactful actions, such as his claim of ending the Ukrainian war swiftly—a stance deemed as 'magical realism.' Furthermore, the dialogue explores Trump's potential impact on Middle Eastern politics, highlighting challenges like balancing Israeli interests and Iran's geopolitical maneuvers without igniting broader conflicts.

As the conversation transitions, China's influence and the West's strategy against a backdrop of escalating global competition are scrutinized, touching upon key ideologies in play. The podcast episode draws attention to urgent strategic choices required by Western nations, navigating the significant challenges posed by the geopolitical landscape amidst technological advances.

Insights on investment implications arising from these geopolitical tensions, such as defense and AI sectors, are also discussed by Sir Patrick and Simon.

Episoder(232)

142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay

142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay

In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of...

30 Mai 202438min

141: The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon

141: The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon

Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee level...

23 Mai 202438min

140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer

140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer

If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of rev...

9 Mai 202454min

138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)

138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member...

2 Mai 202449min

137: Money Maze Podcast 2024 Trailer

137: Money Maze Podcast 2024 Trailer

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigati...

2 Mai 202456s

136: Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Co-Founder and Vice Chair at Blockchain.com

136: Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Co-Founder and Vice Chair at Blockchain.com

Back in September 2021, we met with Nic Cary of Blockchain.com, which was already well on its way to becoming one of the world’s leading digital asset platforms.  Since then cryptocurrency volatilit...

25 Apr 202453min

135: Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim

135: Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim

In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also p...

18 Apr 202437min

134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of the World Gold Council

134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of the World Gold Council

It’s not every day that one of our guests from the world of finance has successfully scaled Everest 5 times, been awarded an MBE by the Queen, raised millions for charity, and is a vocal ambassador fo...

11 Apr 202452min

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