The Latest in Geopolitics and the Chaos in D.C

10/23/23 • 46 min

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In this engaging episode of Apropos, presented by Ness & Associates and CFA Society New York, esteemed guest Mr. Frank Kelly delves into a compelling discussion on "The Latest in Geopolitics and the Chaos in D.C." and their consequential impacts on global financial markets.

The spotlight was on the pressing geopolitical issues affecting the world, with a particular focus on the ongoing War in Israel. Unprecedented in its nature, this conflict echoes the unsettling trends witnessed in various global hotspots, notably drawing parallels to the intensity of the Ukraine-Russia War, the most significant military confrontation in Europe since World War II.
Unfolding amidst these international tensions is the notable absence of progress in the House of Representatives, with the lack of a House Speaker, amplifying the political gridlock in the most influential democracy in the world. As of the recording date on October 16, 2023, the inability to drive legislative actions speaks volumes about the current challenges faced by our nation.
As we approach the close of 2023 and look ahead to the upcoming election year in 2024, the front-running candidates reflect the deepening polarization within the political landscape, capturing the essence of the present societal turmoil characterized by a profound sense of disorientation and a dire need for decisive leadership.

Previous Episode

Shifts in Global Power and Their Impact on Financial Markets

On this month's show, we are joined by Michael Edwards, Deputy CIO at Weiss Multi-Strategy Advisers LLC. During this episode, we ventured into a comprehensive exploration of the macroeconomic and geopolitical forces currently shaping our global landscape. Our discourse encompassed multifaceted issues, ranging from the intricacies of mainland China to the phenomenon of Japanification within its economy. Additionally, we delved into the intricacies of de-dollarization unfolding within the BRICS economies and provided an insightful update on the ongoing Russia/Ukraine conflict.

Our exploration further extended to domestic matters, specifically focusing on pertinent subjects affecting the United States' financial markets. We examined the pressing concern of the United States' National Debt crisis and the strategies deployed in the fight against inflation.

Next Episode

The Latest in Senior Housing – Mapping COVID-19’s Toll on the Industry to Today’s On-Going Challenges

Our focus zooms in on the critical challenges confronting the senior housing sector in America. We explore the trifecta of concerns: affordability, accessibility, and availability. Additionally, we delve into the transformative integration of technology, an instrumental tool in fortifying safety measures, enhancing communication channels, and broadening seniors' access to vital healthcare services in the US.
During the intense scrutiny of the COVID-19 pandemic, stringent lockdowns
and safety protocols aimed at safeguarding seniors paradoxically exacerbated their isolation. The restrictions on visitations and communal engagements inflicted a toll on mental well-being, leading to heightened loneliness and depression among our senior population.
Beyond the human impact, the COVID-19 pandemic also took a significant financial toll on the industry, especially the skilled nursing sector of the care spectrum. As regulatory leniency during the pandemic shielded financial distress within these communities, a stark reality now emerges—we can no longer defer addressing these financial challenges. With Mr. Scribner actively engaged in the non-performing loan market for this asset class, we anticipate an influx of distressed opportunities surfacing in the marketplace in 2024.

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