Whats the Biggest Geopolitical Risk to Markets?

The transcript discusses the US's strategic approach in Iraq and Syria, focusing on funding and partnerships, particularly with the Kurds. It highlights the Eurasia Group's insights on ISIS, noting their institutionalization and challenges. The conversation also covers the US's strategic options, emphasizing the importance of coalition efforts and shared responsibility with Gulf Arab monarchies.

What is the primary challenge the U.S. faces in finding reliable partners on the ground in Syria and Iraq?

• Over-reliance on European allies

• Limited reliable partners except for the Kurds

• Absence of strategic interests

• Lack of financial resources

According to the Eurasia Group, what is a significant challenge for ISIS in differentiating itself from other terrorist organizations?

• Poor leadership

• Institutionalization leading to high costs

• Lack of international support

• Insufficient recruitment

What does the discussion suggest about the future of ISIS?

• It will continue to cause damage but struggle to maintain a state

• It will dissolve within a year

• It will become a recognized state

• It will merge with other terrorist groups

What strategic approach did Obama take regarding the U.S. strategy against ISIS?

• Focusing on diplomatic solutions only

• Relying solely on military intervention

• Avoiding a public strategy until consulting with allies

• Announcing a detailed plan immediately

How does the involvement of Gulf Arab monarchies impact the U.S. strategy against ISIS?

• It ensures that any mistakes are shared among allies

• It complicates diplomatic relations

• It makes the U.S. solely responsible for any failures

• It reduces the need for U.S. military presence