In this special edition episode of Top of the Swaps, recorded live from the Atlantic House Annual Investment Conference, our keynote speaker, James Crabtree, explores the shifting geopolitical landscape with Albemarle Street Partner's Head of Investment Research, Frank Talbot, covering US-China relations, the Gulf tensions, Taiwan scenarios, and the rising importance of AI in economics and national security.
This episode is insightful, as they delve into how these dynamics affect markets, supply chains, and investment risks, and why investors should factor geopolitics into their strategies.
This episode was recorded 6 May 2026.
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