This co-hosted podcast from McKinsey discusses the impact of geopolitical uncertainty on businesses. The discussion begins with an overview of shifting consumer sentiment and the potential influence of tariffs, then moves into a conversation with McKinsey senior partners Shubham Singhal and Cindy Levy about navigating geopolitical risks and opportunities. Levy and Singhal highlight significant value swings caused by events like the Suez Canal disruption and the Russia-Ukraine conflict, emphasizing the need for companies to develop geopolitical muscle—including scenario planning, market diversification (e.g., accelerating India market entry), and adapting supply chains. They also address implications for talent management and the need for financial institutions to understand trade policies and sector-specific vulnerabilities. The podcast concludes with practical advice for businesses to assess geopolitical risks and opportunities, focusing on value creation and adapting to changing trade flows.
