About this episode

Dr. James Thorne discusses the geopolitical and economic shifts influencing investment strategies for the next decade.

In this episode, we sit down with Dr. James Thorne, Chief Economist at Wellington Altus, to deconstruct the seismic shifts currently reshaping the global landscape. From the "New Great Game" between the US and China to the emergence of Bretton Woods 2.0, Dr. Thorne provides a masterclass on how geopolitical friction is directly influencing your portfolio. We dive deep into the transition from globalism to "America First" supply-side economics, the future of the Eurozone, and why military spending is becoming a primary economic driver once again. Whether you are an investor, a policy wonk, or just curious about where the next decade is headed, this conversation offers a vital roadmap for navigating an increasingly complex world. 00:00 Introduction to Dr. James Thorne and Economic Shifts 03:11 Geopolitical Dynamics and the Middle East 05:50 The New Great Game: US vs China 08:52 The Future of NATO and US Foreign Policy 11:57 Economic Policies: America First and Supply-Side Economics 15:02 Bretton Woods 2.0 and the Role of the Dollar 18:01 The EU's Future and Military Dynamics 21:14 Inflation, Supply Chains, and Economic Resilience 23:50 The Federal Reserve's Role and Future…

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