Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
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What is the Goldman Sachs Global Institute and why does it matter?
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Hello and welcome to another episode of the Odd Lots podcast. I'm Joe Weisenthal.
And I'm Tracy Alloway. Tracy,
there's a lot going on in the world.
Are we going to start every podcast with that sentence?
It's sort of a cliche now, right? There's a lot going on in the world. I have to say, you know, I recently were recording this February 25th. I don't know the exact date it's coming out. I recently took a vacation and I did a pretty good job. Tracy, wouldn't you say of like being unplugged? Like I probably sent like six or seven tweets. I don't think I responded to any emails or WhatsApp messages.
I actually noticed this, that the volume of Joe's digital presence was way, way down. And normally, listeners, normally when Joe is on vacation and sometimes bored, he just starts firing off emails saying like, oh, we should do this and we should do that. None of those this time. It was a vacation for me, too.
Yeah. A vacation from your co-host. Yeah, I really did not do much. And then I have to say like re-entry into the world, my 3,500 emails, catching up everything that happened in a week in the world was a lot this time. And I'll just say, it's a cliche to say a lot happens, but it was like, okay, I really
have some
catching up to do. And I felt it and it made the re-entry from vacation worse.
Well, it's not just the number of things that are happening. It's the significance as well, right? So I imagine one of the things you came back to after your week off was the idea of a rift, a growing rift between the US and Europe. There is all these lingering concerns as well about competing with China, AI technology, big themes to think about.
I know. I saw, I was like scrolling on my phone. I saw like J.D. Vance has given this big speech in Munich. And I'm like, do I want to watch this on the beach in Tulum? I do not want to watch this on the beach in Tulum. Good call. But now I have to understand how the world changes. And again, from week to week, but big things afoot in the world. And how should we make sense of these? And how should we cut through the noise and all that stuff? Anyway. I'm very excited. We really do have the two perfect guests to discuss big things in the world, like technological changes, especially through the geopolitical lens and the stratum geopolitics of what will be the nature of the U.S.' 's relationship with Europe and other countries.
We're going to be speaking with Jared Cohen, president of global affairs and co-head of the Goldman Sachs Global Institute, and George Lee, the other co-head of the Goldman Sachs Global Institute. So, Jared and George, thank you both for coming on OVLOT, joining us in the studio.
Thank you. Thank you. As I mentioned to you before, I'm a longtime listener, first-time caller. Love the pod, so thrilled to be on it with you.
Oh, thank you. I love it when people say that on air.
I know. I
have a question just to begin with. What is the Goldman Sachs Global Institute?
Good question. Sure. I'll start. Jared should pitch in. So the Goldman Sachs Global Institute is a new platform at the firm. We formed about two and a half years ago. And the goal is to promote the firm's thought leadership at the intersection of technology change, geopolitics, and markets. And the idea is that these factors have become extraordinarily consequential for companies. boards, CEOs, investment committees, and many of our client types. And so this ability to transmit our thinking, be provocative, share a worldview is just a great way to engage our clients.
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Chapters
8 chapters
1
What is the Goldman Sachs Global Institute and why does it matter?
0:00–4:39
2
What was JD Vance’s Munich speech and why did it shock European leaders?
4:39–11:35
3
How are European economies ‘evaporating’ and what does that mean for geopolitics?
11:35–18:56
4
How is the Trump administration’s tariff strategy different for Canada, Mexico and China?
18:56–26:08
5
Why are Gulf countries becoming AI ‘swing states’ and what are their ambitions?
26:08–34:00
6
How do under‑sea cables shape global trade, AI, and geopolitical risk?
34:00–41:20
7
What investment signals should investors watch in this era of geopolitical volatility?
41:20–47:51
8
How can war‑games and scenario planning help clients navigate future shocks?
47:51–54:04
Speakers
5 identifiedMore from Odd Lots
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