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The Geopolitics of Business

The Geopolitics of Business

SG& Capital Partners
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The Geopolitics of Business is the podcast where the boardroom meets the stateroom. On each episode, host Sam Gyimah, a former Wall Street Bank financier, entrepreneur, and British Government Minister, and now Founder and CEO of advisory and investment firm SG& Capital Partners, has frank discussions on the impacts on business of big political decisions with the world's leading investors, CEOs and politicians who have made the big calls at the toughest moments. With themes ranging from shifting power blocs, rapidly advancing technology, de-globalisation, end of free money, populism and polarisation and climate action, these conversations are meant to engage, illuminate and provide insights for leaders seeking greater understanding of the high stakes interplay between global business and geopolitics, and where we’re heading.

Hosted on Acast. See acast.com/privacy for more information.

29 - AI, advertising and global CEOs: Sir Martin Sorrell
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  • 29 - AI, advertising and global CEOs: Sir Martin Sorrell

    AI, advertising and global CEOs: Sir Martin Sorrell 


    Hosted by Sam Gyimah 

      

    Sir Martin Sorrell built WPP into one of the world's largest advertising conglomerates before stepping down to found S4 Capital. His model was digital-first and data-driven from day one, and eight years on the company generates roughly $1 billion in revenue.  


    In this conversation he brings that vantage point to bear on the most pressing question facing every global business today: how do you navigate a world shaped by AI, geopolitical fragmentation, and the slow death of the business models that defined the last 40 years? 


    Drawing on decades of operating at the intersection of commerce and politics, Sir Martin explains why AI adoption inside companies is far slower than the technology itself warrants – and why the pressure to change will intensify sharply.  


    He argues that the traditional advertising agency model, is already obsolete: becuase AI collapses the cost and time of production, forcing a shift to output-based pricing that the major holding companies are ill-prepared for. 


     The conversation ranges across the $5 trillion CapEx gamble being made by the four hyperscalers, the selective globalisation imperative for businesses operating in a world of immutable US-China, Russia, and Iran tensions, and Sir Martin's bullish views on South America, India, and China as the growth markets of the next decade.  


    On Taiwan, he is characteristically direct: Xi will squeeze, not invade.  


    On the UK and Prime Minister, Andy Burnham, he is wary – worried that style is running ahead of substance. 


    For business leaders the core message is clear: the world will grow more slowly, inflation will stay higher than central banks would like, and AI will widen inequality. In that environment, efficiency and geographic selectivity are not optional – they are the only viable strategy. 

      


    Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 


    Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. 


    Music composed by: Sophie Sirota 


    For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 


    You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 


    Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant's own personal 

    Hosted on Acast. See acast.com/privacy for more information.

    Fri, 18 Sep 2026 - 53min
  • 28 - Conflict, capital and the new rules of economic warfare: Edward Fishman

    Conflict, capital and the new rules of economic warfare: Edward Fishman 

     

    Hosted by Sam Gyimah 

     

    Edward Fishman is the New York Times bestselling author of Choke Points and one of the world's foremost experts on economic warfare. He served in the US State Department under President Obama, designing the landmark sanctions imposed on Russia and Iran, and has spent the last decade mapping how choke points — both geographic and economic — have become the primary instrument of power in the global order.  

     

    Sam Gyimah speaks with him about what this means for businesses, investors and governments navigating a world in which the rules of economic engagement have been fundamentally rewritten. 

     

    Drawing on his experience at the State Department and in subsequent research, Fishman explains why economic warfare has undergone a revolution: where imposing hard economic pain once required a naval blockade, today a single presidential signature can impose crippling pressure on any country in the world.  

     

    He argues that three conditions — dominant market share, difficulty of substitution, and asymmetric effect — must all be present for a choke point to function as a true weapon, and that understanding these criteria is now essential for every board and investment committee. 

     

    The conversation explores the geography of power from the Strait of Hormuz to semiconductor supply chains, the strategic calculation of middle powers like the UK and Europe as they seek leverage of their own, what genuine sovereignty means in a world of concentrated dependencies, and how businesses should map both the headwinds and the tailwinds that choke points create. 

     

    For business leaders, the core message is clear: geoeconomic analysis can no longer be confined to the dinner speech or the quarterly board update. Understanding your choke point exposure, as both a risk and an opportunity, is now a continuous operational imperative. 

     

    Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 

     

    Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with  

    SG& Capital Partners Ltd. 

     

    Music composed by: Sophie Sirota 

     

    For listener questions or business inquiries please email  

     

    info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 

     

    You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 

     

    Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant's own personal opinions and do not reflect the opinions of SG&. 

    Hosted on Acast. See acast.com/privacy for more information.

    Fri, 14 Aug 2026 - 38min
  • 27 - AI, Competition and China’s Next Era: Nick Leung

    Nick Leung is the former Chairman of McKinsey's Greater China operation and Director of the McKinsey Global Institute in Hong Kong. With dual Swiss-Chinese heritage and three decades advising Chinese and multinational companies, he brings a rare inside-out perspective on the world's second-largest economy.  


    His new book, co-authored with Joe Ngai, is The Next China is Still China — and in this conversation, he explains exactly why the title is not simply a slogan. 


    Drawing on his experience at the centre of China's extraordinary economic transformation, Leung argues that the search for the "next China" fundamentally misunderstands the nature of China's role in the global system.  


    Nine out of ten things made in China stay in China: the country is not simply an export platform but the world's most dynamic consumer market, and its combination of scale, supply-chain depth and brutal domestic competition has forged genuinely world-class industries in electric vehicles, pharmaceuticals and robotics.  


    He argues that this competitive intensity — what he calls the Hunger Games model, where thousands of companies enter a sector and most are destroyed — is Schumpeter's creative destruction operating at a speed and scale the world has not previously seen. 


    The conversation explores the concept of involution and what it means for investors, why the US-China AI race is not a race at all but two distinct ecosystems pursuing fundamentally different objectives, the structural reasons multinationals are struggling in China and what the successful ones are doing differently, and the succession wave now bearing down on Chinese family businesses — a risk that, because the Chinese economic miracle happened all at once, is arriving across multiple major companies simultaneously. 


    For business leaders, the core message is clear: China is not a market you can read from the outside, and geopolitics cannot be treated as someone else's problem.  


    As Leung puts it — "You're not interested in geopolitics, but geopolitics is interested in you" — and that, he says, applies to every single decision-maker operating in the world today. 



    Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 


    Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. 


    Music composed by: Sophie Sirota 


    For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 


    Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 


     

     

     

    Hosted on Acast. See acast.com/privacy for more information.

    Fri, 17 Jul 2026 - 39min
  • 26 - Financing Ukraine’s war economy: Mikael Björknert, Group CEO, PrivatBank

    In this episode Mikael Björknert, CEO of PrivatBank, joins Sam to discuss what it means to run Ukraine’s largest bank during a full-scale war. As head of the country’s largest state-owned bank, Mikael offers a rare front-line perspective on how financial infrastructure, operational resilience and national security have become inseparable in wartime Ukraine. 

     

    The conversation covers how wartime conditions have forced a level of speed and adaptability on the bank that outpaces many Western organisations and also examines Ukraine’s wider economic trajectory, from the rise of the drone economy and the role of international investors to PrivatBank’s eventual privatisation as part of the country’s EU accession path.  

     

    Mikael reflects on the resilience of Ukrainian entrepreneurs, the bank’s work supporting veterans and why investors waiting for complete stability may find that the real opportunity has already passed. 

     

    Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 

    Producers: Clare Williamson and Duncan Williamson for TGOB Intelligence Ltd in partnership with SG& Capital Partners Ltd. 

    Music composed by: Sophie Sirota 

    For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 

     

    You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 

    Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

    Hosted on Acast. See acast.com/privacy for more information.

    Fri, 19 Jun 2026 - 42min
  • 25 - SpaceX, technological sovereignty and the American Dream: Anthony Scaramucci

    In this episode, Sam Gyimah speaks with Anthony Scaramucci — founder of SkyBridge Capital, co-host of The Rest Is Politics: USA, and former White House Communications Director. 


    Ahead of the SpaceX IPO, Anthony explores what the rise of the commercial space economy, the concentration of tech power, and the evolution of digital assets mean for business and investors.  


    He reflects with Sam on the risks and rewards of investing in space, the state of US capitalism, and the strategic importance of the American public-private innovation model. 


    The conversation also examines the K-shaped economy, the narrowing of the American Dream, and the growing influence of major technology platforms on markets and policy. Scaramucci also sets out his view on crypto and the role blockchain-based assets could play in the future of finance. 


    Host: Sam Gyimah, Founder and CEO of SG& Capital Partners 


    Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. 


    Music composed by: Sophie Sirota 


    For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. 


    You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 


    Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

    Hosted on Acast. See acast.com/privacy for more information.

    Fri, 29 May 2026 - 54min
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