
Friday Mar 27, 2026
Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO
Supreme Allied Commander, is back on Beyond 60/40 to discuss geopolitics. He
unpacks today's most pressing global risks—from escalating conflict in the Middle East and Ukraine to the rise of drone warfare, nuclear proliferation, and more—with iCapital's Chief Investment Strategist, Sonali Basak.
The conversation explores what investors should watch now, where defense and
technology are heading, and why geopolitics remains a critical input to long-term
portfolio construction.
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