Geopolitical regime changes (e.g., shift to a multipolar world, US abandoning the hegemon role) do happen but unfold much more slowly than financial-market regime changes, giving more time to price them in; even the isolationist, pacifist-leaning Trump intervening militarily in Iran demonstrates how slow that process is.
causalpending
Speaker
Andrew BishopEvidence Quote
“the regime changes happen but they happen much more slowly and so you have a lot more time to bake them in... The fact that even he intervened I think tells us something about how slow that process is going to be.”
Created: 6/18/2026, 2:17:57 PM
My Notes
Loading notes...