159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders

Money Maze Podcast

Business, Investing, Management, News, Business News

4.8 • 216 Ratings

🗓️ 21 November 2024

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

The episode brings Sir Patrick Sanders, a British military officer, back to discuss geopolitical issues, specifically focusing on the precarious state of global affairs today compared to the 1930s.

The conversation delves into the complexities surrounding Donald Trump's foreign policy perceptions and Norway SWF's approach to defence sector exclusions.

This episode was recorded in Norway at the Grieg Conference, organized by Grieg Investor. They’re an independent investment adviser for institutional investors in Norway representing over 170 clients, and part of the Grieg Group.

Sir Patrick elaborates on Trump's stance towards Russia, emphasizing Trump's unpredictable yet impactful actions, such as his claim of ending the Ukrainian war swiftly—a stance deemed as 'magical realism.' Furthermore, the dialogue explores Trump's potential impact on Middle Eastern politics, highlighting challenges like balancing Israeli interests and Iran's geopolitical maneuvers without igniting broader conflicts.

As the conversation transitions, China's influence and the West's strategy against a backdrop of escalating global competition are scrutinized, touching upon key ideologies in play. The podcast episode draws attention to urgent strategic choices required by Western nations, navigating the significant challenges posed by the geopolitical landscape amidst technological advances.

Insights on investment implications arising from these geopolitical tensions, such as defense and AI sectors, are also discussed by Sir Patrick and Simon.

Transcript

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0:00.0	Welcome to the Wall Street Shuffle in the money wrestle.
0:16.4	Welcome to the MoneyMays podcast. I'm Simon Brewer and along with my co-founder, Will Campion.
0:22.5	We created this show in 2020 to explore and unravel some of the mysteries surrounding the investment and business worlds.
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0:56.1	And we'd like to thank you for listening.
0:57.8	If we could ask one favour, we'd love you to tell a friend or colleague about us.
1:02.8	Thank you.
1:10.5	Last week, I was invited to Oslo, where I interviewed General Sir Patrick Sanders, who was the chief of the general staff until this summer.
1:18.9	In this interview, he shares his perspectives on the conflicts in Ukraine and the Middle East, assessing his take on the inbound new Trump administration. He also discusses US-China relations
1:30.5	and the controversies surrounding the ESG-driven divestment from Western arms companies.
1:37.4	Thanks go to Greig Investor Conference for hosting this discussion. Grieg investor is an independent
1:42.4	investment advisor for institutional investors in
1:45.1	Norway, representing over 100 clients. They're part of the Greek group whose roots are in the
1:50.2	country's thriving maritime industry. I have to say we got on the first flight out this morning
1:55.3	at 7th grade of London and been very excited and really it's a great honour. I've only been to
2:00.0	Oslo once in my life before.
2:01.5	You've been more, but first of all, thank you very much for being here.
2:04.5	And we hope it's going to be worth your while because the secret I'm told of being a good
2:08.5	podcaster is to be no more than 5% of the conversation.
	...

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