How Geopolitics Is Rewiring Industrial Policy

From Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences · 11:02

Show by Fexingo

Lucas and Luna dig into the mechanics of how geopolitical tension is shifting from headlines to hard infrastructure. With oil prices dropping sharply this week while gold hits record highs, we explore why capital is fleeing energy volatility for tangible assets and supply chain security. We break down the specific trade deficit data, the ten-year Treasury yield environment, and why companies are prioritizing domestic production over global efficiency. This isn't about predicting war; it's about understanding the silent tax on efficiency that every CFO is now factoring into their five-year plan. #GeopoliticalRisk #IndustrialPolicy #SupplyChainResilience #GoldPrices #OilMarkets #TradeDeficit #TenYearTreasury #CorporateStrategy #InflationHedge #EnergyTransition #EconomicData #MarketVolatility #FexingoBusiness #BusinessPodcast #FinanceNews #InvestmentStrategy #Macroeconomics #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo

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