Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines

22/08/2025 21 min
Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines

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Episode Synopsis

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today’s shifting geopolitical landscape is shaping new global investment strategies. Sam explains how Europe’s renewed focus on defense and infrastructure—driven by NATO spending commitments—is creating long-term momentum across industries. He highlights companies like Saab, Leonardo, and … Continue reading Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines →

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