Shows / Vantcast — The World Edition
Vantcast — The World Edition
The weekly macro briefing for senior leaders with global exposure — translating geopolitics, trade, and economic shifts into the questions your organisation should be stress-testing right now. Vantcast World covers the forces reshaping how businesses operate across borders: energy markets and supply chain fragmentation, central bank decisions and currency dynamics, trade policy and regulatory divergence, and the geopolitical developments that move commodity prices, capital flows, and…
Episodes
- Vantcast — The World Edition
W33 - 16 Aug 2026 - Energy Choke Points, Trade Wins, and Why Recession Calls Keep Missing
We examine the geopolitical risks reshaping energy supply chains through the Strait of Hormuz, a court ruling that advances Trump's trade strategy, and the…
- Vantcast — The World Edition
W32 - 9 Aug 2026 - When Infrastructure Becomes Strategy
Currency, shipping routes, and energy supply chains are shifting from neutral utilities into explicit geopolitical tools. This episode examines how…
- Vantcast — The World Edition
W31 - 2 Aug 2026 - Repricing the World: Oil, Rates, and Trade Under Strain
Markets are recalibrating across commodities, currencies, and capital flows as geopolitical friction reshapes the trading order. We examine the strategic…
- Vantcast — The World Edition
W30 - 26 Jul 2026 - Tariffs, Inflation, and Carbon: Rewriting the Rules
Trump's tariff strategy is forcing immediate supply chain recalculation, while persistent inflation is quietly eroding the financial assumptions underpinning…
- Vantcast — The World Edition
W29 - 20 Jul 2026 - When Governments Rewrite the Rules
Governments are systematically challenging the fixed assumptions that have shaped business strategy for decades—from maritime chokepoints to trade law to…
- Vantcast — The World Edition
W28 - 11 Jul 2026 - Chokepoints, Tech Bets, and Climate Reckoning
This week we examine three forces reshaping the external environment: a critical Middle East shipping corridor moving from risk to disruption, the strategic…
- Vantcast — The World Edition
W27 - 4 Jul 2026 - Sanctions, Defence, and the AI Regulation Playbook
This week's strategic landscape is being redrawn by escalating Iran sanctions reshaping oil markets, European defence capabilities facing hard realities, and…
- Vantcast — The World Edition
W26 - 28 Jun 2026 - Fault Lines: How Geopolitics Rewires Trade and Supply Chain
This week examines the structural shifts reshaping global commerce—from competing trade blocs and energy realignment to the compliance burden sustainability is…
- Vantcast — The World Edition
W25 - 21 Jun 2026 - When Straits Close and Markets Split
This week, escalating tensions at the Strait of Hormuz collide with broader central bank uncertainty, creating a complex risk environment for global business…
- Vantcast — The World Edition
W24 - 14 Jun 2026 - Hormuz, G7, and the China Trade Playbook
This week's external environment is reshaping at speed: Trump's Strait of Hormuz move, the G7's real agenda in France, and China's strategic shift in deploying…
- Vantcast — The World Edition
W23 - 6 Jun 2026 - Energy Chokepoints and the Fracturing of Global Trade
The Strait of Hormuz crisis is forcing executives to rethink energy security and supply chain resilience across continents. We examine how geopolitical…
- Vantcast — The World Edition
W22 - 1 Jun 2026 - The Great Repricing: Bonds, Tariffs, and European Security
Global bond markets are in retreat while the EU mirrors American protectionism and European security guarantees face existential questions. This week, we…
- Vantcast — The World Edition
W21 - 25 May 2026 - Chokepoint Economics: The New Operating Environment
Explore how critical geographic bottlenecks are reshaping energy costs, supply chains, and geopolitical risk—moving from peripheral concern to core business…
- Vantcast — The World Edition
W20 - 18 May 2026 - Energy Shock: How Iran's War Reshapes Your Business
This week - We analyze the Iran conflict's cascading impact on energy markets, inflation expectations, and supply chain resilience—the forces reshaping your…
- Vantcast — The World Edition
W19 - 10 May 2026 - When Three Crises Converge: Hormuz, Liquidity, and Germany
We examine three interconnected pressures reshaping the global operating environment: maritime chokepoint volatility in the Strait of Hormuz, tightening dollar…
- Vantcast — The World Edition
W18 - 4 May 2026 - Taiwan, the Dollar, and the Hormuz Question
This week we cover the Taiwan semiconductor exposure most boards haven't mapped, the IMF data behind the de-dollarisation story, India's structural currency…
- Vantcast — The World Edition
W17 · 25 April 2026 — Hormuz, The Renminbi Shift & What Industrial Policy Actually Means
This week: Daniel Yergin on why the Strait of Hormuz crisis signals a genuinely different world — and what that means for boards beyond the energy market. The…