117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7

In this episode, I'm speaking with Dr Alan Dupont, who is the founder and CEO of Cognoscenti Group. Alan is a highly respected geopolitical strategist and has advised a wide range of governmental and commercial organisations, including the Northern Territory Government, Asia Society, the Australian Strategic Policy Institute and Outcomes Australia.

He has advised several Australian ministers of defence and foreign affairs, and in 2013 established and led the Abbott government's defence white paper team. Alan started his career in government, including as an Army officer, intelligence analyst and diplomat.

In this episode, we take a look at the geopolitical turmoil around the world and its impact on economies and investment markets. We discuss the disintegration of Pax Americana, where the US had the balance of power since the Second World War. And we look at the redistribution of power around the world, including the potential of non-state actors to play a role. We examine US President Trump's use of tariffs and the dollar as financial weapons, and ask the question whether the performance of The Magnificent Seven is related to the tech war between the US, China and Russia.

__________

Follow the Investment Innovation Institute [i3] on Linkedin
Subscribe to our Newsletter
Explore our library of insights from leading institutional investors at [i3] Insights

__________

Overview of Podcast with Dr. Alan Dupont

 

04:00 Early interest in geopolitics and working with Michael Hinze at CQS

06:00 We are slap bang in the middle of moving from Pax Americana to another system, which is yet to emerge.

08:30 Kondratiev Cycles and why they are important

10:00 Are we moving into the national security era, where security takes primacy over trade and commerce?

13:00 I don’t think we are on the eve of a new world war. Putin is constrained in what he can do.

17:00 The scope of a fruitful relationship with China is limited by the very nature of its system 

.css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}