Irregular: Freedom from Want

Special Report on Trump 2.0 and a gift to our readers

Freedom from Want, Norman Rockwell, 1942-43, oil on canvas, Norman Rockwell Museum, Stockbridge, Mass.

Dear readers,

In my last Irregular letter, I shared some of the key debates I’ve been hearing in conversations with diplomats, intelligence analysts, and policymakers over the past month. These discussions have centred on one of the most consequential geopolitical questions of our time: what a Trump 2.0 presidency could mean for the United States, its foreign and trade policy, and the world at large.

As promised, I’m delighted to let you know that we’ve prepared the first in a series of special reports designed exclusively for our paid subscribers.

This report, Trump 2.0 – How to Navigate Geopolitics, Markets, and Opportunity in an America-First World, is tailored specifically for business leaders and investors. Chief Strategist Michael Feller and I provide an in-depth assessment of what a second Trump presidency will likely mean for:

• The wars in the Middle East and Ukraine

• US-China relations, economic competition, and technological rivalry

• Prospects for normalising US-Russia relations

• Dynamics in the contested Indo-Pacific, including Taiwan and the South China Sea

• America’s relations with Latin America and Africa

• Global trade, the trading system, and the “rules-based order”

In this comprehensive book-length guide, designed to help business leaders and investors navigate the transition between administrations and prepare for a very different American foreign policy after Trump’s inauguration on 20 January 2025, we also:

• Unpack Trump’s foreign policy vision, priorities, and strategies

• Analyse the potential geopolitical impacts for every continent

• Provide ten essential questions to help business leaders assess regional risks

• Share practical strategies for mapping, monitoring, and managing geopolitical risk

This report is available exclusively to our paid subscribers – think of it as an early holiday gift and a token of our gratitude for your support.

To our free subscribers, we don’t want you to miss out. We know how much you value well-informed insights, and upgrading your subscription gives you access not just to this report but to future ones in the coming months – at an exclusive early Christmas rate of 50% off the usual price.

Click below to upgrade your subscription and access the report: