Making sense of geopolitical risk
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
June 4, 2026 · 30 min
About this episode
The episode discusses the impact of geopolitical volatility on global markets and investment strategies.
Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, evolving supply chains, and new approaches to international cooperation are redefining opportunities and risks, demanding a sophisticated understanding of the forces at play. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today’s markets and tomorrow’s investment decisions. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
People in this episode
Host: Gabriela Santos
Guest: Derek Chollet
Topics covered
- geopolitical risk
- global economic landscape
- energy markets
- trade flows
- technological innovation
- security strategies
- investment decisions
Keywords
- geopolitical volatility
- market shifts
- defense spending
- supply chains
- international cooperation
- investment strategies
- economic landscape
Mentioned in this episode
Organizations: J.P. Morgan Asset Management, JPMorganChase Center for Geopolitics
Places: Iran, Ukraine, China
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