This Odd Lots podcast episode discusses the evolving geopolitical landscape and its impact on markets, focusing on the US-Europe relationship and the rise of AI. The hosts interview Jared Cohen and George Lee from the Goldman Sachs Global Institute, exploring the implications of a perceived weakening of Europe's geopolitical standing and the increasing role of Gulf states in global affairs. The discussion highlights the rapid advancements in AI and the resulting competition among nations, with a specific example being the impact of China's DeepSeek AI model. The experts analyze the challenges Europe faces in competing in the AI race and the complexities of incorporating geopolitical uncertainty into investment strategies. Listeners gain insights into the interconnectedness of geopolitics, technology, and markets, along with potential investment opportunities in regions like Japan and India.
