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In this episode of Global Macro & Markets, Seth Antiles leads a wide-ranging discussion on the geopolitical and domestic dynamics shaping today’s global landscape. Seth shares concerns about the current direction of international relations and U.S. politics, critiques the Trump administration’s foreign policy approach, and addresses the rise of anti-Semitism when framed as criticism of Israel. He also examines the dangers of Islamism, the naivety of Western governments in confronting it, and the lack of meaningful support for democratic movements in Iran and Venezuela. The conversation touches on the potential implications of Tucker Carlson’s influence on the future of the conservative movement and the broader political environment. Seth concludes by breaking down recent economic data, explaining how strong job growth and GDP can coexist through productivity gains increasingly driven by AI. 👇 Like, subscribe, and share your take in the comments.