Jan 28, 2026
In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering various geopolitical topics including Europe's industrial landscape, energy reliance, and defense capabilities, as well as the impact of tariffs on businesses and the outlook for the Asian defense industry. We conclude our discussion with insights on artificial intelligence applications in business, the current state of the business cycle, and what could surprise investors in the coming year.