Geopolitics, China Risk, and the Future of Global Investing – with Isaac Stone Fish

In this episode, Yon Perullo sits down with Isaac Stone Fish, CEO of Strategy Risks, for a candid conversation on China’s evolving global role and what it means for investors. From the latest tariff escalation to the CCP’s internal power dynamics, Taiwan tensions, tech decoupling, and hidden risks in U.S. portfolios — this episode is essential listening for allocators, hedge funds, and anyone managing geopolitical risk in real time.