Global Fractures, Capital Flight, and the Hidden Risks in AI Investing
Welcome to the Deep Dive. Today, we unpack the massive structural changes defining the global economy at the close of 2025. We move beyond the headlines to translate complex geopolitical movements into clear economic logic.
In this episode:
The End of Shared Values: How the US-EU alliance is fracturing over immigration and trade, and why Western investors are fleeing Russia after the Kremlin nationalized $49 billion in assets.
The Flight to Safety: With Gold and Silver reaching all-time highs, we analyze the "tangibility trade" and the deep distrust in fiat currency and digital systems.
The…
The skinny
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