Superpowers, Supply Chains and the Next Tech Cycle
U.S.–China: A More Fragmented World • The Next Tech Cycle • AI, Semiconductors, Energy and Critical Minerals
Host: Herald
View October Edition →The Hergemony Hour is Hergemony's monthly forum for examining geopolitics, economics, technology, global markets and strategic risk through a connected systems lens.
Each edition focuses on two major themes shaping the world, followed by a concise markets segment and forward look. The Hour is also the entry point into Hergemony's wider research system: Research Briefs test the themes against evidence and company fundamentals, while Hergemony Trends tracks how those themes evolve across time.
Select an edition to read the full transcript and listen using browser text-to-speech.
U.S.–China: A More Fragmented World • The Next Tech Cycle • AI, Semiconductors, Energy and Critical Minerals
Host: Herald
View October Edition →Energy Security and Geopolitical Risk • The Return of Expensive Money • Markets and Strategic Risk
Host: Herald
View September Edition →AI Infrastructure as National Power • Critical Minerals and Strategic Resilience • Markets and Strategic Risk
Host: Herald
View August Edition →The New Space Economy • FIFA and Global Soft Power • Markets and Strategic Risk
Host: Hermione
View July Edition →In the name Hergemony, “Her” refers to the Earth — the shared planetary system whose stability underpins political, economic and human systems.
The Hergemony Hour is therefore one hour each month dedicated to understanding the condition and future of the Earth system, the institutions that govern it and the strategic forces reshaping global life.
The Hergemony Hour identifies the month's strategic questions. From here, move into the Research Briefs for concise institutional-style analysis, or Hergemony Trends to see how recurring themes are strengthening, weakening and converging across months.
Evidence-led research translating major themes into economic transmission, industry structure, company fundamentals, valuation questions, scenarios, catalysts and risks.
View Research Briefs →The rolling pattern-recognition record. Compare themes across months and test whether apparent signals are becoming durable structural changes across Earth, People, Politics and Capital.
View Hergemony Trends →