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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Are geopolitics and inflation quietly reshaping your portfolio without you realizing it?
In this episode, macro expert Bipan Rai breaks down the evolving global environment of 2025–2026 and explains how geopolitics, inflation, and portfolio strategy now intersect in ways investors can’t afford to ignore.
By listening, you’ll discover:
- How rising geopolitical tension can influence supply chains, prices, and investment opportunities.
- Why inflation’s “higher for longer” reality demands new portfolio strategy thinking.
- Which asset classes—like alternatives, gold, infrastructure, and AI—may play a bigger role in future positioning.
Listen now to learn how to make better wealth decisions by aligning your portfolio strategy with today’s geopolitics and inflation landscape.
More About Bipan Rai: https://www.bmoetfs.ca/authors/bipan-rai
Visit John De Goey's website: https://johndegoey.ca/
169 episodes
