Joyce Chang

speaker

61 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Joyce Chang’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making Sense · Geopolitics vs. markets: How might the US, China and Iran reshape global risk? · 4 Aug 2026 podcast

And so can you tell us a little bit more about this report?

How does AI change the dynamics and rules of the game for U.S.-China relations, given that both sides are basically asking for putting some parameters on understanding how to manage the conflict?

And what do you think is the most important advantage that each side has?

No, the report really does cover the whole ecosystem, and I think it just really lays out the long-term issues, not just where we are in looking at the quarters capex, which the market is fixated on, but just the longer-term strategic issues and what this means across industries.

I have a final question for both of you, but let me start with Karim first.

So, Karim, you mentioned just the risk of greater military conflict and escalation, but we're looking across trade, technology, as well as energy security.

Is there a single signal that you think is most important for businesses and investors to monitor in the coming year?

Is there a surprise risk that you think that

From a perspective of watching this internationally, we may be missing on what's happening domestically in Iran.

What do you think might be underappreciated that we should monitor ahead?

Thank you so much.

That's just a lot to take in.

And Paul, I have the same question for you on what's most important for businesses and investors to monitor in the year ahead.

Absolutely.

That's what the market is looking for, just not being surprised.

And Iran seems like it is still going to be full of a lot of surprises to watch.

100%.

Well, with that, I really want to thank both Karim and Paul for joining us today and sharing their insights.

For our listeners, please stay tuned for more episodes of Making Sense as we continue to explore the trends that are shaping today's financial markets and the global economy.

And I encourage everyone to follow both Karim and Paul's work.

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