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The Industry That Explains the World

September 9, 2026 · 33 min

Show notes

Behind every major decision, whether by a family buying a home or a shipping company deciding to transit the Strait of Hormuz, lies the judgment of the insurance markets. How do insurers evaluate risk, and what can we learn from how they attach a premium to conflict or natural disasters? John Doyle, the president and CEO of Marsh, a conglomerate that includes the world’s largest insurance broker, joins the show to discuss how he evaluates geopolitical risk—and how companies and countries should protect themselves from disruption.

Ravi Agrawal: Trump Has Peaked

Hal Brands: How to Survive in a World Without Rules

Charles A. Kupchan: The World’s Only Real Hope of Maintaining Order

Mariana Mazzucato: How to Write Better Rules for Global Finance

Michael Beckley: A New Engine of Development

Elisabeth Braw: Can Ships in the Gulf Take Trump at His Word?

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