NYAIR Episode 10
“Trump, the Republicans & Geopolitics”
In a volatile world—where politics, technology, and economics collide—good predictions are hard to come by and yesterday’s assumptions often break down fast. International strategy expert Dr. DJ Peterson of Longview Global Advisors joins moderator Robert Akeson to reveal how hedge funds, allocators, and institutional investors can approach global risk, opportunity, and change with clarity and discipline. From scenario planning to future-proofing portfolios, this episode equips you to ask the questions that matter most in a world of extraordinary disruption.
Featured Guests
DJ Peterson
President, Longview Global Advisors
Recognized as one of the top global strategy advisors to investors and corporate leaders, DJ Peterson brings decades of thought leadership at the intersection of geopolitics, macroeconomics, and risk. He founded Longview Global Advisors in 2013, now advising Fortune 500s, large-cap asset managers, and boards worldwide on future proofing, scenario analysis, and critical trends. Previously, DJ led Eurasia Group’s $14M corporate advisory practice and was a senior director at the RAND Corporation, where his research shaped global market and policy thinking from Russia to the US. Quoted in Bloomberg, WSJ, NYT, and more, DJ is the trusted “outside-in” expert for decision-makers seeking actionable clarity in a complex world.
Robert Akeson
Managing Director Investment Banking at Riverside Management Group
Robert Akeson is a veteran executive with deep expertise in brokerage, prime brokerage, agency execution, and financial technology. As former COO and Co-Head of Prime Brokerage at Mirae Asset Securities (USA), he built best-in-class solutions for hedge funds and institutional investors, and is widely regarded as an innovation leader across capital markets. Now Managing Director at Riverside Management Group, Robert guides fintechs, asset managers, and professional investor platforms, while drawing on years of speaking and teaching at New York’s top financial forums.
Key Insights From This Episode
Beware False Certainty—Assumptions Are Always Being Broken
Rigid predictions and static models break down in a world of political, technological, and societal shocks. Investors must relentlessly check—and challenge—their assumptions.
Future-Proofing Beats Prediction
Leading investors use scenario planning and signpost identification to make strategy decisions. Prepare for disruption, don’t just forecast it.
Five Disruptive Megatrends Shape today’s Markets
Peterson details the most impactful “disruptors”: Economics, Technology, Environment, Society, and Governance/Politics—showing how they produce uncertainty, volatility, and new opportunity.
Geopolitical Events Shift Investment Context
The Brexit cliff, leadership transitions in China, the US health care gridlock, and rising populism in France each add complexity that investors must navigate—not simplify.
Immigration, Demographics, and Talent—A US Advantage or Achilles Heel?
Peterson uses data to highlight how legal immigrants power business creation and innovation, while public debate grows detached from economic reality.
Access the Full Conversation
Unlock the rest of DJ Peterson’s frameworks on “outside-in” thinking, mega-disruption, and sector-specific playbooks—plus, download a concise insights deck for your next investment committee or client summit. Equip yourself to ask stronger questions and be ready for whatever tomorrow’s geopolitics brings.
Soundbites Worth Saving
“Check your assumptions about the future—the rules are constantly being broken in today’s environment.”
— DJ Peterson
“What matters is future proofing, not pinpoint prediction. Investors need to ask better questions, identify signposts, and accept volatility.”
— DJ Peterson
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