Geopolitics and Markets: Assessing the Middle East Crisis

Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, we zoom out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building investment confidence during uncertain times.

The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.