Why Chokepoints are the New Moats: The Reality of De-dollarisation, ASML, and Software Control
Coffee and Investing with Saurabh Mukherjea
- Published
- April 13, 2026
- Duration
- 14:48
- Summary source
- description
- Last updated
- Oct 25, 2026
Discusses investing.
Summary
In the current global landscape, the traditional definitions of geopolitical power are being redefined. We are entering an era of "Economic Warfare," where the control of critical supply chains, software ecosystems, and financial protocols has become the primary instrument of statecraft.In this deep-dive conversation, Saurabh Mukherjea (Founder, Marcellus…
Intelligent Report
Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →
Show notes
In the current global landscape, the traditional definitions of geopolitical power are being redefined. We are entering an era of "Economic Warfare," where the control of critical supply chains, software ecosystems, and financial protocols has become the primary instrument of statecraft.In this deep-dive conversation, Saurabh Mukherjea (Founder, Marcellus Investment Managers) and our Head of Global Research, Jaibir Sethi examine the systemic "chokepoints" that govern the modern economy.The discu
Themes
- investing