Navigating the Geopolitical Supercycle with Tina Fordham

On this episode of Private Market Talks, we welcome back Tina Fordham, founder of Fordham Global Foresight. We last spoke with Tina about a year ago in Season 1 Episode 5, in which she discussed how investors are faced with a very different geopolitical landscape today than has existed over the past 30 years, and how investors have had to raise their political quotient and learn to “firewalk” geopolitical crises.  

In this episode, Tina takes us on a deeper dive, into what she describes a Geopolitical Supercycle.  Our conversation is wide-ranging and includes the recent developments in the war in Ukraine, Putin’s ambitions, challenges presented by China and the potential impact of the US election. Tina also shares practical advice that she is giving to CEOs, boards and investors as to how to account for geopolitical risks in connection with their investment strategy. Our conversation is a fascinating exploration of the complexities of the intersection of geopolitics and investing.