The Macro Roundtable - EP 6

### 🎙️ **Episode 6 – Weaponized Everything**

**Oil. AI. The Dollar. Geopolitics.**
When every market signal becomes a national strategy, can price discovery survive? Or are we entering a new era of fiscal command and financial fragility?

In this explosive episode of _The Macro Roundtable_, 13 of the most respected voices in global macro dissect the convergence of hard assets, digital narratives, and dollar dominance in a world where everything—energy, capital, and code—is being weaponized.

🔹 Has oil become the new VIX?
🔹 Is the dollar a safe haven or the source of systemic stress?
🔹 Can AI truly deliver productivity—or is it just another liquidity illusion?
🔹 Are governments now the dominant allocators of capital—and at what cost?

We dive into the capital war between markets and mandates, explore portfolio strategies for surviving political macro, and close with a sobering monologue from 'Milton Friedman' on the dangers of politicized price systems.

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