Jan 26, 2026 | Blog, Pod
At my first training session today, I was accompanied by the Financial Times Unhedged podcast, a sharp, clear-eyed take on the ups and downs of the moment. The noise is loud, the swings are real, but the underlying ground remains the same.
As discussed in the FT Unhedged podcast, this is worth pointing out precisely because political headlines can create the illusion of structural change. In reality, nothing has changed. US equities and options remain the core arena for global risk. Scale, liquidity, and derivatives depth are unmatched, meaning that even when uncertainty originates elsewhere, positioning, hedging, and price discovery still resolve through US markets, and for now, there is no viable substitute.
https://podcasts.apple.com/se/podcast/unhedged/id1691284824?l=en-GB&i=1000746256612
Jan 24, 2026 | Blog
Entered my second training session today with another strong podcast from The Spectator. The discussion reinforced a familiar but evolving truth: geopolitics is once again setting the framework for business—as it always has—but now in ways that are faster, more structural, and less predictable than before.
According to The Spectator: miscommunication.
Greenland became a punchline, but The Spectator argues the joke missed the point. Trump’s interest was not complete madness—it was poorly communicated strategy. The concern was real; the delivery made it appear no friendly, unserious and unfairly.
According to The Spectator: the Arctic is opening up.
The Spectator frames climate change as a geopolitical accelerant. Melting ice is transforming the Arctic from a frozen margin into a strategic corridor, making Greenland central to future power through shipping routes, critical minerals, and military reach.
According to The Spectator: China and Russia are already there.
While the West hesitates, The Spectator notes that China is advancing through investment and Russia through force. Influence is being built quietly and practically. The warning is clear: delay means arriving late to a contest already underway.
https://podcasts.apple.com/se/podcast/best-of-the-spectator/id793236670?l=en-GB&i=1000746289130