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Explore Adam Tooze: "AI Was Born Geopolitical" - What That Means for Your Portfolio? with 2,506 views, 46 likes, and 1 comments. Experience the impact of this video content that has captured audience attention.

Columbia University historian Adam Tooze sits down with Jany Talk to break down the forces reshaping global markets — and what investors are missing. Adam Tooze predicted the 2008 financial crisis. He called COVID's economic fallout before most economists woke up. Now the Columbia University historian and author of Crashed is here to tell you what everyone else is still missing. Why is AI different from every previous technology? Why did the smartphone era end? What does "polycrisis" actually mean for your portfolio? And why does Tooze have more confidence in China than the US when it comes to stopping rogue AI? This conversation covers: → Why AI was born geopolitical — unlike the iPhone → The Sputnik analogy: what the space race tells us about AI competition → Polycrisis explained: why your old investment frameworks are broken → China as America's polycrisis — fentanyl, DeepSeek, nuclear, and more → The second China shock: one country, one third of global manufacturing → Ultra-high-voltage grids: the technology only China can build → BYD can absorb 2-3x higher tariffs and still compete → Why the tariff war has "literally no constituency" behind it → Stablecoins, RMB internationalization, and why the hype is overblown → The risk nobody is pricing: China's domestic public opinion

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