Podcast | Game theory and geopolitics: Trade, conflicts and markets

In this episode, we apply game theory to the current complex geopolitical landscape, exploring how the trade war and customs tariffs have become key negotiation tools.

We analyze the role of Trump and his ability to make his tariff threats credible, as well as the similarities with the tariff policies of Europe and China. We discuss whether the global context can reach a stable (Nash) equilibrium through cooperation between countries as a possible strategy.

We also assess what can be expected for financial markets this year, the role of Europe in this strategic game, and the possible evolutions of the conflict between Russia and Ukraine.

Finally, we discuss the future of China in this scenario and its impact on the global economy. Miquel Cantenys, Portfolio Manager & Financial Analyst at Ginvest Asset Management, will help us shed some light on this complex and fascinating topic.

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