The Next Big Risk: "It's a Perlious Time"

What is the speaker's concern about the current low interest rates?

How do the current interest rates compare to those when the speaker started working on Wall Street?

What is one of the potential impacts of globalization according to the text?

What impact does the speaker suggest a world with higher interest rates for a longer period could have?

What could be a consequence of countries having high deficits like the US, as stated in the text?

According to the speaker, what factor could lead to a spike in energy prices?

How might governments impact interest rates, according to the text?

What perspective does the speaker provide on energy transition and renewable policies?

Why does the speaker believe it's essential to be prepared to use oil and gas for a long time?

Why does the text suggest that people should consider the risk of higher interest rates?

What do investors need to be cautious about in terms of borrowing and capital, based on the information provided?

How might globalization potentially impact inflation rates, according to the discussion?

What is the speaker's main point about significant geopolitical circumstances in the text?

What is a key factor in planning for a worst-case scenario?

What strategy does the speaker mention for reducing leverage in their business?

What does the speaker emphasize about businesses that rely on a lot of leverage?

What concern does the speaker express regarding immigration in the text?

In the text, what does the speaker suggest the nation's foundation is built upon?

What factor contributes significantly to the volatility of a business framework?

Which event led to a sudden focus on energy security in Western Europe?

What did Western Europe respond with to address the gas shutdown during the Ukraine-Russia conflict?

What is one reason highlighted for uncertainty in how countries may work with each other?

Why do some investors fail to consider the geopolitical risks adequately according to the text?

How have major wars, despite occurring in recent years, not broadly impacted many people according to the text?

What concern does the speaker express regarding illegal immigration in the US?

How does the speaker view globalization in relation to nationalistic policies?

What negative impact of globalization on the economy does the speaker mention?

Why does the speaker believe that globalization went too far in terms of risk pricing?

What challenge does the speaker mention in managing the economy across different countries?

What is a key difficulty associated with managing economies globally?