Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics | Odd Lots

This Odd Lots podcast episode discusses the evolving geopolitical landscape and its impact on technology and markets, featuring Jared Cohen and George Lee from the Goldman Sachs Global Institute. The hosts and guests analyze the growing rift between the US and Europe, focusing on a recent speech by J.D. Vance in Munich and the implications for transatlantic relations. They also explore the role of Gulf States as emerging geopolitical players and the implications of AI development as a national priority. A key takeaway is the increasing importance of subsea cables in global data flow and their vulnerability to geopolitical tensions. The discussion concludes by highlighting the challenges for investors in navigating geopolitical uncertainty and suggesting a focus on regions like Japan and India as potentially more stable investment opportunities.