S8E6: State Street’s Ron O’Hanley on An Era of Reglobalization

On this episode of Going Long, Sarah Williamson speaks with Ron O’Hanley, Chairman and CEO of State Street, about why “reglobalization” — not deglobalization — better describes today’s global economy.

Topics include:

•            [00:05:00] How today’s changes in global supply chains, capital flows, and policy shifts are reshaping long-term investing

•            [00:12:00] The evolving role of the U.S. dollar and the possibility of a more multipolar financial system

•            [00:19:30] How investors can navigate uncertainty through diversification, insurance, and long-term thinking


•            [00:27:00] Under-appreciated risks: sovereign debt, immigration declines, geopolitics, climate costs — and where opportunities may emerge