In this discussion on The Roundtable Insight with Yra Harris, I examine geopolitics, the U.S. dollar, China, Japan, and the changing structure of global markets.

The U.S. dollar remains central to the global financial system, but geopolitics, monetary policy, debt, sanctions, and shifting trade relationships are forcing investors to think more carefully about currencies, capital flows, and where real value may be preserved.

We also discuss China and Japan equities, resource markets, and how investors should think about opportunities in a more fragmented world.

Watch the full discussion below:

Key Takeaways

• Geopolitics and the role of the U.S. dollar
• China and Japan equities in a changing global market
• How currencies and capital flows shape investment decisions
• Why investors must think beyond official narratives
• Resource markets and opportunity in a fragmented world