The Nanson Geopolitical Series
- Feb 27
- 1 min read
What does Year 2 of Trump 2.0 mean for markets, geopolitics, and the global order?In the latest Second Term Trump discussion at The Nanson, APAC Advisors CEO Steven Okun
In the latest Second Term Trump discussion at The Nanson, APAC Advisors CEO Steven Okun joined Taimur Baig and Ethan Wu to unpack the macro picture — from why the US and China remain globally dominant, to why AI is set to become a central issue in upcoming US midterms.
The discussion highlighted a surprisingly constructive macro backdrop across major economies, even as protectionism and geopolitical stress persist. At the same time, the limits of a middle-power-led international system are becoming clearer, with national power increasingly tied to strategic industries like semiconductors.
Even in a period of heightened uncertainty, there is strong value in bringing diverse perspectives together — serious analysis, candid debate, and a bit of humour included.
