Ex-CIA Director Reveals Intel on Israel and China | Gen. David Petraeus

Few people bring together as much expertise on the military, geopolitics, and investing as former CIA Director General David Petraeus, who is currently a partner at global investment firm KKR.
General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine.
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In this episode of Global Macro Update, Petraeus and Mauldin Economics Partner Ed D’Agostino discuss how the conflict in the Middle East could escalate, what Putin has really accomplished in Ukraine, and the United States’ delicate relationship with China.

As Petraeus says, in the past decade we’ve gone from a world of “benign globalization” to one of “renewed great power rivalries.” And analyzing geopolitics has become an increasingly important part of investing.

General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine.

You can learn more about General David Petraeus here:
https://www.kkr.com/about/our-people/...

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Time stamps:
00:00 – Introduction
01:20 – Petraeus on Jamie Dimon and Ray Dalio
09:31 – Petraeus on historical cycles theory
13:06 – The weaponization of everything
22:28 – Geopolitical theme-based investing
24:34 – Big ideas in Petraeus’s new book, “Conflict”
29:35 – Lessons from Iraq on post-war reconciliation
32:06 – Israel’s plans for Hamas
38:08 – What Hamas wants
41:52 – War stalemate in Ukraine