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&. 


 


Hosted on Acast. See acast.com/privacy for more information.


The Geopolitics of Business moves beyond the headlines to examine how power, policy, and capital intersect in real time. Host Sam Gyimah brings a rare perspective to these conversations, shaped by his own journey from Wall Street finance and entrepreneurship to serving as a British Government Minister, and now leading the advisory and investment firm SG& Capital Partners. This background allows for unusually direct dialogue. Each episode features the individuals-global investors, sitting CEOs, and policymakers-who are directly navigating the consequences of major political decisions, from trade wars and sanctions to energy transitions and regulatory shifts. The discussions are frank and grounded in practical reality, focusing on the tangible impacts these forces have on strategy, risk, and opportunity. It’s a necessary listen for anyone who understands that today’s investment thesis or business plan is incomplete without a clear reading of the geopolitical landscape. This podcast doesn’t just analyze the news; it delves into the intentions and calculations behind it, offering a crucial layer of insight for decision-makers. You’ll hear firsthand accounts and strategic forecasts that connect the dots between the stateroom and the boardroom, providing a substantive look at the forces reshaping markets and industries.
Author: Language: English Episodes: 29

The Geopolitics of Business
Podcast Episodes
Business Diplomacy in the new world order: Richard Attias [not-audio_url] [/not-audio_url]

Duration: 33:35
For this first episode of our new series, host Sam Gyimah is in conversation with Richard Attias, Chair of the Future Investment Initiative (FII) – a nonprofit foundation with an investment arm, backed by the Public Inve…
Moonshots & AI: Astro Teller [not-audio_url] [/not-audio_url]

Duration: 36:43
This week on the show we explore moonshots and artificial intelligence with Astro Teller, the co-founder of and CEO of X, Alphabet's moonshot factory, which is responsible for inventing and launching breakthrough technol…
Britain's Economy Post-Brexit: Lords Heseltine & O'Neill [not-audio_url] [/not-audio_url]

Duration: 28:21
This week on the show host Sam Gyimah explores Britain’s economy and place in the world post-Brexit with two "big beasts" of British politics of economics. First Sam speaks with Lord Michael Heseltine, former Deputy Prim…
Superpowers & the World: Paul Ryan [not-audio_url] [/not-audio_url]

Duration: 40:37
In this episode, we dive into U.S. politics with Paul Ryan, the former speaker of the U.S. House of Representatives. In a wide-ranging interview with host Sam Gyimah, the two discuss the current state of American democra…
Breakout Nations: Ruchir Sharma [not-audio_url] [/not-audio_url]

Duration: 33:26
Writer and investor Ruchir Sharma speaks with host Sam Gymiah about his decades of experiences assessing emerging markets and shares tips on how to best understand when a developing country may be ripe for investment. Th…
Repowering the Global Economy: Lord John Browne [not-audio_url] [/not-audio_url]

Duration: 38:59
In the run up to COP28, host Sam Gyimah speaks with Lord John Browne, the current Chairman of BeyondNetZero and former CEO of energy giant BP. The two discuss the broader forces that shape the world's energy market, touc…
Shifting Power Blocs: José Manuel Barroso [not-audio_url] [/not-audio_url]

Duration: 37:05
In our premiere episode, host Sam Gyimah speaks with José Manuel Barroso, chair of GAVI, the Global Vaccine Alliance. Barroso has also served as Prime Minister of Portugal, President of the European Commission and Chairm…
Coming Soon: The Geopolitics of Business [not-audio_url] [/not-audio_url]

Duration: 2:37
"The Geopolitics of Business" is the podcast where the boardroom meets the stateroom. On each episode, host Sam Gyimah, a former Wall Street bank financier, entrepreneur, and British Government Minister, has frank discus…