The Fed, Tariffs and the Politics of Money: Dr Adam S. Posen

The Fed, Tariffs and the Politics of Money: Dr Adam S. Posen

Author: SG& Capital Partners December 12, 2025 Duration: 58:02

In this episode of the Geopolitics of Business, Sam sits down with Dr Adam S. Posen, President of the Peterson Institute for International Economics and one of the world’s leading macroeconomists, for a sweeping conversation about the shifting global economic order and what it means for businesses, governments and investors. 


Adam shares his views about the real-world consequences of Donald Trump’s tariff shock, why US inflation and interest rates are likely to remain structurally higher, and how a politicised Federal Reserve threatens financial stability. He also unpacks the decentring of the US dollar, the future of AI investment, and what slowing Chinese growth really means for the global economy. Adam offers candid, direct advice for CEOs navigating a more volatile, politicised, and fragmented economic landscape. 


 


Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 


Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. 


Music composed by Sophie Sirota 


For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com


You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 


Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness, and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 


 


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Behind every major market shift or investment thesis, there is often a political decision made in a distant capital. The Geopolitics of Business explores that critical intersection, moving beyond headlines to understand how power, policy, and profit collide. Host Sam Gyimah brings a rare perspective to these conversations, having operated at the highest levels in both finance and government as a former Wall Street financier and British Minister. Now leading the advisory firm SG& Capital Partners, he engages in direct, unfiltered dialogues with the global investors, corporate leaders, and policymakers who are directly shaping-and responding to-the world’s economic landscape. Each episode feels like a privileged briefing, unpacking the real-world consequences of geopolitical strategies on supply chains, capital allocation, and long-term business viability. This isn’t about abstract theory; it’s a practical examination of risk and opportunity, guided by those with firsthand experience. For anyone navigating today’s complex crosscurrents where a regulatory change or a trade agreement can redefine an entire industry, this podcast provides essential context and candid insight you won’t find elsewhere. Tune in for a masterclass in strategic thinking at the highest level.
Author: Language: English Episodes: 24

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