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Endgames and escalations of the US and Japan's expensive debt problem – Itay Vinik
Listen now | Itay Vinik is the cofounder and Chief Investment Officer of Equi, an alternatives investment fund that deeply considers rare market…
21 hrs ago
•
Rai Sur
,
Nuño Sempere
, and
belikewater
4
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1
45:37
Iran nuclear talks survive, Claude 4 release, trade tensions reignite | Global Risks Weekly Roundup #21/2025.
...and the short term-chance of a Chinese invasion of Taiwan this year and the next.
May 26
•
Nuño Sempere
,
Vidur Kapur
,
belikewater
, and
Tolga Bilge
19
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Sentinel Global Risks Watch
Iran nuclear talks survive, Claude 4 release, trade tensions reignite | Global Risks Weekly Roundup #21/2025.
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US credit rating downgraded, $1T in Gulf state investments in the US, Kurdistan Workers’ Party disbanded | Global Risks Weekly Roundup…
Moody’s downgraded the US credit rating, Gulf states agreed to more than $1T in US investments and joint enterprises during a visit by Trump to the…
May 19
•
Nuño Sempere
,
belikewater
,
Tolga Bilge
, and
Vidur Kapur
20
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US credit rating downgraded, $1T in Gulf state investments in the US, Kurdistan Workers’ Party disbanded | Global Risks Weekly Roundup #20/2025
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7
Scott Eastman – Sentinel Forecaster Introduction
Listen now | Scott Eastman has been professionally forecasting for over a decade with major forecasting groups, some of which advise the US intelligence…
May 16
•
Rai Sur
7
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45:50
Global Risks Weekly Roundup #19/2025: India/Pakistan ceasefire, US/China tariffs deal & OpenAI nonprofit control
India and Pakistan have agreed to a ceasefire, and despite initial breaches, it now seems to be holding.
May 12
•
Nuño Sempere
,
belikewater
,
Vidur Kapur
, and
Tolga Bilge
16
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #19/2025: India/Pakistan ceasefire, US/China tariffs deal & OpenAI nonprofit control
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2
The Risk of Nuclear War Between India and Pakistan
Listen now | Nuño Sempere, Vidur Kapur, and Lisa discuss the possibility of nuclear escalation between India and Pakistan.
May 9
•
Rai Sur
,
Nuño Sempere
,
Vidur Kapur
, and
belikewater
11
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4
30:51
Global Risks Weekly Roundup #18/2025: US tariff shortages, military policing, Gaza famine.
Shortages of some goods expected in the US starting later this month, because of tariffs.
May 5
•
Nuño Sempere
,
Tolga Bilge
,
belikewater
, and
Vidur Kapur
23
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #18/2025: US tariff shortages, military policing, Gaza famine.
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2
April 2025
Global Risks Weekly Roundup #17/2025: India-Pakistan standoff, Iran and Ukraine talks, AI time horizons
After a terrorist attack in Kashmir left 26 dead, relations between India and Pakistan sharply deteriorated, culminating in the exchange of fire across…
Apr 28
•
Nuño Sempere
,
Vidur Kapur
,
belikewater
, and
Tolga Bilge
23
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #17/2025: India-Pakistan standoff, Iran and Ukraine talks, AI time horizons
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Global Risks Weekly Roundup #16/2025: Trade disruptions, US hacks China Winter Games, OpenAI not testing finetuned models.
Also Iran nuclear talks, dollar falling, trade disruptions.
Apr 21
•
Nuño Sempere
,
belikewater
,
Vidur Kapur
, and
Tolga Bilge
12
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #16/2025: Trade disruptions, US hacks China Winter Games, OpenAI not testing finetuned models.
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2
The US Executive vs Supreme Court Deportations Clash
83% true that the Trump administration has disobeyed the Supreme Court so far
Apr 21
•
Nuño Sempere
13
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Sentinel Global Risks Watch
The US Executive vs Supreme Court Deportations Clash
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Global Risks Weekly Roundup #15/2025: Tariff yoyo, OpenAI slashing safety testing, Iran nuclear programme negotiations, 1K H5N1 confirmed…
The Trump administration backtracked from his tariff plan, reducing tariffs from most countries to 10%, but imposing tariffs of 145% on China, which…
Apr 14
•
Nuño Sempere
,
belikewater
,
Vidur Kapur
, and
Tolga Bilge
18
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #15/2025: Tariff yoyo, OpenAI slashing safety testing, Iran nuclear programme negotiations, 1K H5N1 confirmed herd infections.
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3
Global Risks Weekly Roundup #14/2025: Chinese military exercises, French 2027 election front-runner banned, stock market fall
China carried out more aggressive live-fire military exercises around Taiwan...
Apr 7
•
Nuño Sempere
,
Tolga Bilge
,
belikewater
, and
Vidur Kapur
17
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Sentinel Global Risks Watch
Global Risks Weekly Roundup #14/2025: Chinese military exercises, French 2027 election front-runner banned, stock market fall
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