"Not me" | Vlad's Newsletter Podcast
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"Not Me" Podcast Episode #12: The Geopolitics of Growth (opens the original)
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Hey friends, a new podcast episode has arrived. I spent last week with one of those big strategy quarterlies. The kind that lands in every boardroom, gets forwarded twice, and is read properly by almost nobody. Charts, footnotes, careful hedging, a hundred pages of it. One line reorganized how I think about the next five years. Geopolitics stopped being a risk item on page forty. It became the variable that decides where your capital goes, what your supply chain costs, and whether your growth is
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