The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.
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Jared Cohen, the President of Global Affairs at Goldman Sachs and bestselling author of six books, joins Scott to discuss all sorts of topics including his research on past Presidents, geopolitical trends, and the global economy. Follow Jared on X, @JaredCohen.
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Jared Cohen is an American businessman. He is currently serving as the CEO of Jigsaw and an Adjunct Senior Fellow at the Council on Foreign Relations. He has also served as a member of the Secretary of State's Policy Planning Staff and as an advisor to Condoleezza Rice and Hillary Clinton and he is the author of Accidental Presidents: Eight Men Who Changed America. Jared sits down with the armchair expert to discuss his obsession with history, the impact of social media on world crises and he teaches us how to win the week. Dax asks about his collection of presidential hair and Jared talks about how he learned to transfer his visible ticks to invisible ones. The two debate the importance of presidential fidelity and the narrowing center in American politics.
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