Summer Playlist 2025 Episode 3 | Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

In this episode of SmarterMarkets™, host Dave Greely interviews Jeff Currie about his new paper, "The New Martial Plan," a sequel to "The New Jewel Order." They discuss the shift in global order away from a U.S.-underwritten system towards a world where security is paramount, impacting geopolitics, energy, and investment. Currie argues that Europe is in an "existential situation" and must prioritize security, leading to a capital rotation towards the continent. This re-militarization of Europe could spur technological innovation, reminiscent of the U.S. military-industrial complex and the rise of Silicon Valley. The conversation also covers Europe's strengths in regulation and the potential for reshoring and attracting R&D talent, as well as the broader implications of de-globalization and the need for countries to protect their supply chains.