Geopolitics 2026: U.S. Politics, China, Venezuela and Where Smart Money Moves Next 📱

Описание: Geopolitics 2026: U.S. Politics, China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Moves Next

Thursday, January 22nd at 4pm ET. Angelo Robles two hour discussion with Jason Ma from ThreeEQ (https://threeeq.com/).

Our July 2024 conversation ran 3+ hours. We predicted the yen carry trade collapse, called the Buffett Apple sell signal, and mapped geopolitical flashpoints that are now front-page news.

The velocity of change is outpacing even aggressive scenario planning. Let's talk about what it means for your capital.

What we're actually discussing:
Trump's Arctic strategy signals the militarization of rare earth minerals. The investment implication? Critical minerals are the new oil, and most family offices are underweight or completely absent. We'll discuss actual allocation strategies for this multi-decade mega-trend.

Europe is becoming an investment backwater. Degrowth policies, energy dependence, defense spending forced upward, demographic collapse. For family offices with European PE exposure, real estate holdings, or Euro-denominated assets—what's the exit strategy? Where does that capital redeploy?

The Maduro extraction opens Venezuela. Oil reserves, rare earths, agricultural potential. But here's what matters: which sectors benefit immediately? Energy services? Mining equipment? Reconstruction? And which Latin American markets become riskier or safer as U.S. interventionism returns?

AI wealth bifurcation is here. The gap between family offices that operationally transform their businesses with AI versus those that don't will be catastrophic. We're not talking about buying tech stocks. We're talking about your family enterprises becoming obsolete in 3-5 years if you don't act now. What does actual AI integration look like for manufacturing, real estate, private equity portfolios?

California wealth tax—everyone's fleeing to the same places. That's the problem. We'll discuss the second and third-order moves: where tax, lifestyle, and investment opportunity actually align. Plus what other states are quietly preparing similar wealth taxes.

China's building parallel systems—financial, technological, infrastructure. For family offices, this isn't abstract geopolitics. It's about supply chain exposure, revenue concentration, IP protection, and whether your portfolio can survive a real decoupling scenario.

2026 midterms could flip Congress and gridlock everything. Your portfolio needs to work in both a continued Trump agenda AND a divided government scenario. How do you position for that bifurcation?

What this means for your money:
Where are the asymmetric opportunities in the next 24 months?
Where are the hidden portfolio risks that look safe but aren't?
What's the right level of U.S. equity exposure? International? Alternatives? Commodities?
How do you structure for tax uncertainty when states and potentially federal policy could shift dramatically?
How do you protect legacy businesses while building exposure to AI, critical minerals, and energy reshoring?
What does succession planning look like when the next generation inherits a world that looks nothing like the one you built wealth in?

Why Jason and I do this:
We map where power and capital are actually moving. We focus on what ultra-wealthy families need to do differently, not what sounds good in an investment committee meeting.

The families who win over the next decade will see around corners. Venezuela isn't just regime change—it's hemispheric energy realignment. Europe's fracture isn't just political drama—it's a capital allocation problem.

AI isn't just technology—it's an existential business question.

Thursday, January 22nd, 4pm ET. Drop your toughest questions—we'll work them in.

REGISTER TO ATTEND THIS DIGITAL INTERVIEW LIVE:

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