33: Investment, Macro-Finance, and Geopolitics from 20,000 Meters

33: Investment, Macro-Finance, and Geopolitics from 20,000 Meters

Podcast

33: Investment, Macro-Finance, and Geopolitics from 20,000 Meters

Sune Sorensen and Jacob discuss the macro-forces that push investment and finance across the globe, and how geopolitics weaves its way into the world of global finance. Sune is the founder of Librarium Associates, an Advisory Board member at BFI Capital, a Partner and advisor to the Orbis28 Family Office Solutions platform, a Partner at the Malmgren Strategic Institute, and a Board Member and the Director of Macro Research with The Strategic Funds Group.

Timestamps:

00:00 Intro

02:40 What is Macro-Thinking?

06:10 How has the Democratization of Information affected Macro-based insights?

08:27 Discussing Sune’s unique perspective based on living in Switzerland

22:07 The Future of the EU

25:22 Where is Globalization Trending?

36:09 The push and pull between Democracy and Capitalism

42:15 Where does Crypto fall into this conversation?

47:44 Basketball!

You can check out the Librarium Associates here

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