The Week (ENG)

Is the era of global free trade officially over? In this deep dive, we analyze the massive geopolitical realignments rewiring global capital in 2026. From Moscow to New Delhi, and Washington to Seoul, we break down how state power is dictating the new rules of finance.
We discuss the emerging "parallel economic systems" designed to evade Western sanctions and why JD Vance is being positioned as the "Chief Economic Operator" for 2028. Plus, we uncover the hidden risks in the exploding commercial surrogacy market and why South Korea has become the indispensable linchpin for AI supply chains.
In this episode
(00:00) The Great Rewiring: How geopolitics is hijacking global capital.
(00:34) Sanctions Evasion: Inside the massive $100B Russia-India trade initiative.
(01:12) The "Master of the Deal": Trump’s mediation of the Israel-Saudi normalization
(01:58) JD Vance’s Economic Playbook: The TikTok transfer and the "One Big Beautiful Bill" Act.
(02:58) Supply Chain Reset: Why global trade could shrink by 18% and the rise of "Ally-Shoring".
(03:30) The New Chip War: Why Korea Zinc and Viatron are critical for AI.
(04:00) The $201 Billion Market: The ethical and political risks of commercial surrogacy.
(04:35) ESG 2026: Why Nvidia and MasterCard top the "Most Responsible Companies" list