Recorded on February 10, 2026 In this episode, Steve Yang sits down with Dylan Jovine to map the geopolitical risk landscape that can blindside portfolios before the market prices it in. Dylan explains why Greenland is less a “resources story” and more an Arctic-first-strike geometry problem—where missile flight times and forward basing can shift deterrence math in a dangerous way. From there, the conversation moves to Venezuela and what great-power competition looks like in the Western Hemisphere, then to Europe’s growth and alliance strain as security burdens get redistributed. A major focus is Taiwan: semiconductors, AI chips, and the capital-flow…
