Today, Brett Witkowski steps away from market analysis to offer a geopolitical primer for the second half of the decade. As a reminder, none of this information is actionable.

The discussion explores several current geopolitical developments, including the possibility of a Cold War 2.0 and the broader implications of a potential World War III scenario. A central theme is the U.S. push toward autarky, with a clear through line connecting Operation Prosperity Guardian, Venezuela, and Greenland. If this framework holds, increased pressure on Canada and Mexico may follow.

Whether this transition is welcomed or not, it appears to be underway. The remaining question for the U.S. is not if it responds, but how.