Resource Constriction, Energy and Food Security, the end of Pax Americana and Collective Denial are all concepts gradually entering the mainstream. Against a backdrop of conflict, heightened geopolitical tensions and global rifts (think China, Russia), conflict and its read-across are increasingly critical drivers across investment markets, overshadowing policy efforts globally to tame inflation and paydown decades of QE following the GFC, European sovereign crisis, Covid and the invasion of Ukraine.
How to price these and think through second and third derivative impacts, risks and opportunities is growing more complex. .Join three world-renowned experts to learn and debate how to navigate this growing threat, its wider implications as well as how to understand the defence sector, budget cycles and how this may ultimately all play out.

David Murrin

Global Forecaster

David Murrin decodes major historical events to forecast global change in today's world. Global Forecaster, author, speaker, commentator, advisor on national security/military, history, geopolitics and financial markets.

Pete Skibitski

Alembic Global Advisors

Pete Skibitski is Director, Aerospace & Defense Equity Research at Alembic Global Advisors with a specific focus on US markets.

Byron Callan

Capital Alpha Partners

Byron Callan is Managing Partner of Capital Alpha Partners with just shy of 40 years covering aerospace and defence, he is also a member of the Atlantic Council and a non-resident expert at CSIS.

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