Trump, Europe and a militarised world: Gideon Rachman

Trump, Europe and a militarised world: Gideon Rachman

Author: SG& Capital Partners August 13, 2025 Duration: 51:26

This week, Sam unpacks the key themes of Season 2 with Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times.


From the unpredictability of Trump-era policies to the evolving dynamics within Europe and China’s strategic economic manoeuvres, Gideon offers a sharp, nuanced analysis of today’s geopolitical landscape.


The conversation delves into the challenges for centrists in an era marked by inequality, deglobalisation, and militarisation—highlighting what these trends mean for leaders, investors, and citizens alike and also covers China's economic strategy and the heightened geopolitical tensions leading to increased militarisation around the world.


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

Producers: Clare Williamson and Duncan Williamson for SG& Capital Partners with SG& co-producer: Nicky Black 

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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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

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