15/01/2026

Geopolitics is absolutely a subject we must understand in business

Geopolitics is absolutely a subject we must understand in business. I have done my homework for a long time.

This series of podcasts is a stream of intellectual dialogue, and I feel at home listening to it.

Today at the gym, I realized that almost everyone seems to have the latest geopolitical doctrine in their podcast rotation—so do I.

In 1823, James Monroe declared the Western Hemisphere off-limits to European interference, a principle that became known as the Monroe Doctrine and went on to shape U.S. geopolitical influence.

As with every major political power, doctrines evolve. The White House today appears to be articulating a kind of Monroe Doctrine 2.0.

The Western Hemisphere is:
• The most resource-diversified region globally
• Dominant in food, energy, water, and transition minerals

As the world shifts toward regionalization and security of supply, this region becomes increasingly central. In that context, the current geopolitical dynamics begin to make sense.

The Western Hemisphere also includes Greenland. Looking back to 1823, the pattern becomes clear.

https://podcasts.apple.com/se/podcast/the-ei-podcast/id1524774362?l=en-GB