Podcast Date: April 10, 2025 1PM EDT – Register Today
Join us for a timely and thought-provoking conversation with a leading expert on China and geopolitics as we unpack the forces shaping the global economy—and what they mean for allocators and hedge funds navigating today’s markets.
As tensions continue to rise between the U.S. and China over trade, technology, Taiwan, and the global balance of power, investors are facing a new era of geopolitical risk. From China’s deepening relationship with Russia and the Global South, to supply chain realignments, capital controls, and Beijing’s latest stimulus efforts—this discussion will explore how China’s evolving strategy is influencing everything from energy and semiconductors to EM debt and global liquidity.
We’ll cover:
- China’s current macroeconomic and policy outlook
- Implications of U.S.–China decoupling for global investors
- How hedge funds and institutional allocators are repositioning for geopolitical risk
- The shifting global order—and what it means for markets over the next 6–12 months
- Whether you’re allocating capital globally, managing risk, or seeking to understand the next geopolitical moves that could drive macro volatility—this is a must-listen conversation.
Isaac Stone Fish is the CEO and founder of Strategy Risks, a business intelligence firm which quantifies corporate exposure to China, and helps companies and entities manage and reduce their China risk. He is the author of America Second (Knopf, 2022), a book about Beijing’s influence in the United States. He is also a visiting fellow at the Atlantic Council, an adjunct at New York University, and the author of a column on China risk for Barron’s.
Formerly a Beijing correspondent for Newsweek, Stone Fish spent seven years living in China: He has traveled widely in the region and in the country, visiting every Chinese province, autonomous region, and municipality. He was previously Asia Editor at Foreign Policy Magazine, senior fellow at the Asia Society’s Center on U.S.-China Relations, an on-air contributor to CBS, a contributing columnist to the Washington Post, and an international affairs analyst on PRI’s The World.
Stone Fish is a graduate of Columbia University, where he studied Chinese literature. He is also a Truman National Security Project fellow, an alumni of the World Economic Forum Global Shaper’s program, and a term member at the Council on Foreign Relations.