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Index/Finance/Street Talk
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Ep. 149 - Dr. George Friedman sees old alliance as obsolete, new bilateral order as U.S. shifts from Europe to China

Street Talk · 2026-05-11 · 51 min

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Episode notes

The post-WWII global order is entering a new era. In the episode recorded live at the S&P Global Market Intelligence's Annual Community Bankers Conference on May 6, geopolitical strategist and author Dr. George Friedman discusses the conflicts between the U.S. and Iran, and Russia and Ukraine, how America reinvents itself through instability, and the pivotal U.S.-China summit on May 14. Dr. Friedman's core argument: The entire Bretton Woods system - NATO, multilateral trade, the U.S.-European alliance - was built to contain the Soviet Union. The episode explores Russia's invasion of Ukraine, and a bilateral U.S.-China order that could reshape global economics for a generation. Statements made by persons who are not S&P Global employees represent their own views and not necessarily those of S&P Global.

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