Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?
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All right. Hi, everyone. Welcome to another episode of Bits and Bips, the interview. My name is Steve Ehrlich, head of research at SharpLink and also your host. And I've got a really exciting guest for for you today. We have Charles Myers, the the founder and CEO of Signum Global Advisors. Charles is an experienced foreign policy executive. He has a long bio, which I'll ask him to provide in a second, but he was a senior foreign policy advisor to Hillary Clinton in 2016, Joe Biden in 2020. And he has had a distinguished banking career among many things. He was the vice chairman of the investme
Great. Thanks for having me.
Yeah. I've actually, as you know, I've been wanting to have you on the show for a little while now because the intersection of geopolitics and the economy, it's always hard to ignore it but I wanted to wait for a time that really made sense. And with everything going on in the world today, domestically in The US and then around the world, there were high stakes diplomacy in Geneva yesterday related to Iran, stuff going on in Venezuela. There's a summit in China next, I think it's in April and just everything in The US again, like this seemed to be a perfect time to bring on someone with your t
Yeah, no, absolutely. So we are a geopolitical and macro risk firm. Given what's been happening in the world for the last sort of three to four years, we're spending a lot more time on the geopolitical risk part of the business. But we're 22 partners in seven offices around the world. And we focus on all of the big volatility events that are happening, whether it's what we're about to maybe do in Iran, whether it's leadership change in Venezuela, Cuba, Greenland, tariffs, elections, the midterms, anything that is driving volatility in markets, asset classes or economies, we cover and we focus
Yeah, and it's funny. I actually remember, I mean, almost a decade ago when you were first launching the firm with a mutual friend of ours, Angie Dalton, the growth, I mean, I've been following progress for years on LinkedIn. It seems like every other year, a new office, a new partner, a new continent. So the growth has been impressive. All right, so let's really kind of dive in here. First, I guess my first real question is how do you make sense of everything? In my lead in, I mentioned like five different hotspots and there's plenty of others I did not mention. I mean, there's all the issues
Yeah, well, I'd say each situation is definitely different. The dynamics are different, the players typically are different, and the outcomes can be very different. And so in geopolitical risk, there's a tendency because people like certainty, investors especially like certainty, to want to find patterns. It's also why we hear quite often from people, you've got to figure out AI for your business, you've got to figure it out. The truth is AI, as you know, ultimately just recognizes patterns. There are no patterns. To answer your question, there really are no discernible patterns in geopolitica
Yeah, well, guess, I mean, I don't know if challenge is the right word, but I mean, I actually studied, we may have talked about this years and years ago. I actually studied geopolitics in graduate school. I worked for a political risk firm before I really got into crypto and spent years working at the Pentagon. I mean, you've studied this obviously extensively too. There are patterns. I mean, whether it's like realism or neocon liberalism and people are trying now to make sense of Trump's foreign policy. What does America first mean in a world where we're kidnappin
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