GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

Published: July 1, 2026

Duration: 1:19:43

While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history.

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