About this episode

Charles-Henry Monchau discusses the impact of geopolitics and AI on global investing with Alan Dunne.

Charles-Henry Monchau joins Alan Dunne to discuss how geopolitics, artificial intelligence and structural economic shifts are reshaping global investing. They explore the AI supercycle, the changing balance between the US, China and Europe, sovereign debt, inflation, commodities and the future of asset allocation. Charles explains why investors should focus on long-term structural themes rather than short-term market noise and why the biggest opportunities may lie beyond the current AI infrastructure boom. The conversation also examines Europe’s competitiveness, China’s innovation strategy and the risks that could define the next phase of the investment cycle. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to&nbsp…

People in this episode

Host: Alan Dunne

Guest: Charles-Henry Monchau

Topics covered

• geopolitics
• artificial intelligence
• economic shifts
• global investing
• asset allocation
• long-term themes

Keywords

• geopolitics
• AI supercycle
• sovereign debt
• inflation
• commodities
• asset allocation
• China's innovation
• Europe's competitiveness

Mentioned in this episode

Organizations: Top Traders Unplugged

Places: US, China, Europe

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