Скачать или смотреть The Encounter Hedge Series with Yonni Cohen: Will There Be a Peace Dividend?

Will there really be a peace dividend in a world of shifting power blocs, remilitarisation, and weakening US hegemony? This episode of the Encounter Hedge series digs into why the headlines might be getting it wrong.
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In this episode of the Encounter Hedge, we explore the big macro question: will there be a peace dividend as conflicts de‑escalate and ceasefires emerge in places like Israel and Ukraine. On the surface, it looks like the world is moving toward stability and renewed global trade, but the underlying political and economic realities tell a very different story.
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Drawing on the work of macro strategist Marco Papic, this video breaks down why the US is no longer able to act as uncontested global hegemon, and what a more fragmented, multilateral world really means for markets, growth, and investors. From demographic stagnation in the US and its allies to the rise of BRICS and the hard numbers behind America’s fiscal bind, we unpack the structural forces shaping the next decade.

We also look at the remilitarisation trend, including Germany’s rapid increase in defence spending and how that empowers the defence industry as a political force. Using crypto’s growing lobbying power as a parallel, the episode explains how large pools of capital can reshape policy, regulation, and institutional architecture.

What this all could mean for markets, macro investors, and long‑term capital allocation.