John Thomas, The Mad Hedge Fund Trader, interviewed George Friedman of STRATFOR earlier this month. Whilst Thomas' site's name and his interview intro's are a little schmaltzy, he has a fairly impressive background.
The interview touches on Russia, Iran/ the Middle East, oil, Poland, Turkey, China and Japan among other things. All in a geo-political/ investment context. Friedman gives some pretty contrarian views in the second half of the interview - for example, he's long Japan. Seriously.
It's 40 mins long and a must listen. Interview here.
Showing posts with label STRATFOR. Show all posts
Showing posts with label STRATFOR. Show all posts
Friday, August 13, 2010
Tuesday, September 22, 2009
BMD and the Post-Post-Cold War World
An old Soviet map of Europe - de ja voodoo ?Yesterday George Friedman of STRATFOR published an excellent post on Obama's decision to withdraw the planned ballistic missile defense shield installations in Poland and Czech Republic, and what it now means for the US, Russia, CEE, Israel and Iran.
George explains in detail how this decision flows through the geopolitical landscape between these players and how we now exist in a post-post-Cold War era. Of particular interest, he explains the faults in the US thinking on Russia and what motivates the Kremlin. For those regular readers who don't much care for the bent of STRATFOR's analysis, you too may find the piece a worthy and insightful read.
Thursday, July 16, 2009
An Uneven Recovery
Peter Zeihan of STRATFOR gives a good summary of the current global economy and the outlook. Skip the preamble if you wish and head straight to 90 seconds in.
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