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Episode 9: What's next in 2023?
Listen: "We are coming out of a period of uncertainty," says David Bailin, Chief Investment Officer at Citi Global Wealth. "We've all been thinking it would go much faster than it has, but in the event we get to a more normal economy in 2024, given how vastly impactful COVID was, I think that that's a pretty fast outcome."
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Bailin is joined by Eurasia Group President Ian Bremmer to discuss what's happened so far on the economic and political stage, and what we might look forward to in the back half of the year and into 2024.
From the ongoing conflict with Russia, to interest rates and government regulation, to tensions with China, Bailin and Bremmer talk through the biggest risks and opportunities they see in the next six months. They also discuss the rapid rise of artificial intelligence, political polarization, and more.
This episode is moderated by Shari Friedman, Eurasia Group’s Managing Director of Climate and Sustainability.
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
David Bailin
Chief Investment Officer, Citi Global Wealth
Ian Bremmer
President, Eurasia Group and GZERO Media
Episode 8: Global food (in)security
Listen: Following shortages that came out of the COVID pandemic as well as the war in Ukraine, the dual food problems of affordability and availability persist. While temporary impacts may be waning, the experts also discuss the longer-term impacts of the global food production system on the environment and what will - or won't - be sustainable going forward, including the food system's massive dependence on fossil fuels. In the latest episode of Living Beyond Borders, Peter Ceretti, Director of Global Macro Geo Strategy at Eurasia Group, Harlin Singh, Global Head of Sustainable Investing, and Malcolm Spittler, Global Investment Strategist, and Senior US Economist, both at Citi Global Wealth Investments, discuss the latest causes and ripple effects of food shortages around the globe.
In Planting for Tomorrow: Weaving sustainability into the path toward food security, a report from Citi Global Wealth and Eurasia Group/GZERO Media, we take a deep dive into the challenges and the innovations in sustainable agriculture. This newsletter gives you an essential look into the future of food.
Listen:"We need to keep that investment flowing to come up with better ways to do this so that everyone is fed within the constraints of what the planet is able to bear," says Peter Ceretti, Director of Global Macro Geo Strategy at Eurasia Group.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Ceretti is joined by Harlin Singh, Global Head of Sustainable Investing, and Malcolm Spittler, Global Investment Strategist and Senior US Economist, both at Citi Global Wealth Investments, to discuss the latest causes and ripple effects of food shortages around the globe.
Following shortages that came out of the COVID pandemic as well as the war in Ukraine, the dual food problems of affordability and availability persist. While temporary impacts may be waning, the experts also discuss the longer-term impacts of the global food production system on the environment and what will - or won't - be sustainable going forward, including the food system's massive dependence on fossil fuels.
This episode is moderated by Shari Friedman, Eurasia Group’s Managing Director of Climate and Sustainability.
Peter Ceretti
Director, Global Macro-Geostrategy, Eurasiia Group
Harlin Singh
Global Head of Sustainable Investing, Citi Global Wealth Investments
Malcolm Spittler
Global Investment Strategist and Senior US Economist, Citi Global Wealth Investments
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
Episode 7: How AI is changing our economy
Listen: "We're entering into another leg of a continued industrial revolution which is going to be marked by collaboration between humans and machines," says Archie Foster, Managing Director and Head of Thematic Equities at Citi Investment Management. "This will include industrial automation, robotics, and AI," he adds.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Foster is joined by Dev Saxena, Director of Eurasia Group's Geo-technology Practice, to go beyond the hype surrounding generative AI and ChatGPT to understand how it can truly affect the economy and our political systems in the coming months.
While the fears about job losses may be overblown or premature, there is no question that the use of this technology is changing jobs and industries. As tech giants increasingly adopt AI to improve productivity, we'll look at the main challenges they face, as well as what regulators need to keep in mind as elections around the world continue to be susceptible to misinformation.
This episode is moderated by Shari Friedman, Eurasia Group’s Managing Director of Climate and Sustainability.
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
Archie Foster
Managing Director and Head of Thematic Equities, Citi Investment Management
Dev Saxena
Director of Geo-technology , Eurasia Group
- Episode 6: Can the US and China find common ground? ›
- Episode 3: Inflation Nations: What to know about inflation and interest rates - GZERO Media ›
- Episode 4: Broken (supply) chains - GZERO Media ›
- Episode 5: Energy transition today - GZERO Media ›
- Episode 8: Global food (in)security - GZERO Media ›
- What's next in 2023? - GZERO Media ›
Episode 6: Can the US and China find common ground?
Listen: "I think we're entering into a period when it will be more attractive to invest outside of the US and to invest in China and Pan-Asia than we've probably seen in the last few years," says David Bailin, Chief Investment Officer at Citi Global Wealth.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Bailin is joined by Ian Bremmer, President and Founder of Eurasia Group and GZERO Media, to get the latest on the relationship between the United States and China, and their power over the rest of the world.
With competing motivations, the superpowers are both looking at ways to protect themselves - from the 2022 CHIPS and Science Act in the US to President Xi Jinping's increasing diplomatic moves with Europe and elsewhere. But the countries are also intertwined, and they are each looking to navigate a delicate balancing act on the global stage.
This episode is moderated by Shari Friedman, Eurasia Group’s Managing Director of Climate and Sustainability.
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
David Bailin
Chief Investment Officer, Citi Global Wealth
Ian Bremmer
President, Eurasia Group and GZERO Media
- Episode 2: The economic power of women - GZERO Media ›
- Episode 3: Inflation Nations: What to know about inflation and interest rates - GZERO Media ›
- Episode 4: Broken (supply) chains - GZERO Media ›
- Episode 5: Energy transition today - GZERO Media ›
- Episode 8: Global food (in)security - GZERO Media ›
- What's next in 2023? - GZERO Media ›
- Episode 7: How AI is changing our economy - GZERO Media ›
Episode 5: Energy transition today
Listen: "It actually all comes down to one thing and that's money," says Raad Alkadiri, Managing Director of Energy, Climate and Resources at Eurasia Group. "Will there be the money for investment in renewables, in energy efficiency made available? And I'm not just talking about the industrialized world, I'm talking about globally."
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Alkadiri is joined by Malcolm Spittler, Global Investment Strategist and Senior US Economist at Citi Global Wealth Investments, to look at where the energy transition to renewable fuels stands globally, after setbacks from the pandemic and geopolitical instability.
They discuss the increasing need for energy security being a big driver for renewable energy in regions like Europe, how the war in Ukraine is still affecting energy markets, and what kinds of investments need to happen in technology and infrastructure to realize more sustainable and cleaner energy globally.
Malcolm Spittler
Global Investment Strategist & Senior US Economist, Citi Global Wealth Investments
Raad Alkadiri
Managing Director of Energy, Climate and Resources, Eurasia Group
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
- Episode 7: Future-proofing: How we fix broken supply chains ›
- Episode 9: US/China power struggle, the global political balance, and your finances ›
- Episode 1: Should I STILL be worried? ›
- S3 Episode 9: US/China power struggle, the global political balance, and your finances - GZERO Media ›
- Episode 6: Can the US and China find common ground? - GZERO Media ›
- Episode 7: How AI is changing our economy - GZERO Media ›
Episode 4: Broken (supply) chains
Listen: "Other than the impacts of the pandemic, which are easing, and from Russia/Ukraine, I'd say that the greatest risk to global supply chains today and moving forward will likely be from the US-China relationship, and the movement towards selective decoupling," says Jon Lang, Director for Trade and Supply Chains at Eurasia Group.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Lang is joined by Charlie Reinhard, Head of Investment Strategy for North America at Citi Global Wealth Investments, to discuss how global supply chains have largely adapted to and moved on from changes that occurred during the global pandemic.
While there are some impacts from the war in Ukraine and pent up demand, they also look at how tension between the US and China, as well as increasing regulation and calls for transparency, are changing the shape of supply chains as well as the economy as a whole.
Jon Lang
Director for Trade and Supply Chains, Eurasia Group
Charlie Reinhard
Head of Investment Strategy, North America, Citi Global Wealth Investments
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
- The Graphic Truth: The great supply chain squeeze ›
- Episode 7: Future-proofing: How we fix broken supply chains ›
- Episode 9: US/China power struggle, the global political balance, and your finances ›
- Episode 1: Should I STILL be worried? ›
- S3 Episode 9: US/China power struggle, the global political balance, and your finances - GZERO Media ›
- Episode 6: Can the US and China find common ground? - GZERO Media ›
- Episode 8: Global food (in)security - GZERO Media ›
- Episode 7: How AI is changing our economy - GZERO Media ›
Episode 3: Inflation Nations: What to know about inflation and interest rates
Listen: "During the course of this year, the Fed will not be concerned only with inflation as the months go by; increasingly the pendulum will shift, and they'll be concerned about the employment part of their mandate as well," says Charlie Reinhard, Head of Investment Strategy for North America at Citi Global Wealth Investments.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Reinhard joins Eurasia Group’s Rob Kahn for a check-in on the lasting, sticky rates of inflation, how the Fed will continue to adjust interest rates, and what kind of recession - if any - investors should prepare themselves for.
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
Charlie Reinhard
Head of Investment Strategy, North America, Citi Global Wealth Investments
Robert Kahn
Director of Geoeconomics at Eurasia Group
- Episode 1: Should I STILL be worried? ›
- S3 Episode 8: How closing the gender gap drives economic growth - GZERO Media ›
- S3 Episode 9: US/China power struggle, the global political balance, and your finances - GZERO Media ›
- Episode 6: Can the US and China find common ground? - GZERO Media ›
- Episode 7: How AI is changing our economy - GZERO Media ›
Episode 2: The economic power of women
Listen: "Women control a third of the world's global wealth today, and they make 70% of household consumption decisions. It is a segment that we all have to be focused on, because the success of the women as a whole is going to continue to drive economic prosperity for all of our countries around the world," says Ida Liu, Global Head of Citi Private Bank.
In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Liu joins Eurasia Group’s Celeste Tambaro for a candid conversation about the reasons why increased participation of women in the workforce and in leadership creates greater growth for companies and economies.
Women were disproportionately impacted by job loss during the pandemic, but there are indications that is changing as employment numbers climb back to levels seen before March 2020. Still, there is a long way to go toward equity, as Liu and Tambaro explain.
This episode is moderated by Shari Friedman, Eurasia Group’s Managing Director of Climate and Sustainability.
Shari Friedman
Managing Director of Climate and Sustainability, Eurasia Group
Ida Liu
Global Head, Citi Private Bank
Celeste Tambaro,
Managing Director, Financial Institutions, Eurasia Group