President & Founder, Eurasia Group
3 dated public stances tracked since 2025-04-11, most recently 2025-04-11. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Ian Bremmer's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Ian Bremmer is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-04-11 | India Equities | bullish | +8.9% | +3.7% | -2.8% |
| 2025-04-11 | China Equities | bullish | +12.4% | +26.4% | +13.5% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| CHINESE EQUITIES | 1 | | 1 bearish | 2025-04-11 |
| China Equities | 1 | | 1 bullish | 2025-04-11 |
| India Equities | 1 | | 1 bullish | 2025-04-11 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-04-11
CHINESE EQUITIES
bearish
Prof G Pod (Galloway) · video
China's domestic economy is structurally underperforming with weak consumer confidence, and the full US tariff escalation (50%+) will stress $3T in reserves, accelerate capital flight, and cut off the Southeast Asian re-export channels China depends on — a…
“their economy is going to be truly and unprecedentedly tested”
lan Bremmer & Scott Galloway on The Geopolitical Fallout of Trump's Tariffs | Prof G Conversations
2025-04-11
India Equities
bullish
Prof G Pod (Galloway) · video
India faces minimal tariff drag (~20bp GDP hit max) on a high-growth base and is a net beneficiary of US-China trade unwinding as supply chains reroute through the subcontinent
“India in this environment will be just fine”
90d +8.9% · 180d +3.7% · 1y -2.8%
lan Bremmer & Scott Galloway on The Geopolitical Fallout of Trump's Tariffs | Prof G Conversations
2025-04-11
China Equities
bullish
Prof G Pod (Galloway) · video
US reputational decline and withdrawal from USAID, Paris Accord, and multilateral trade creates a structural vacuum that China will fill in the global south, clean energy supply chains, and AI infrastructure, conferring durable geopolitical and economic…
“who's leading the world in transition energy, sustainability, and supply chain? China”
90d +12.4% · 180d +26.4% · 1y +13.5%
lan Bremmer & Scott Galloway on The Geopolitical Fallout of Trump's Tariffs | Prof G Conversations
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