Guns, butter or sound money. You can have two. Not all three.
That's the Sovereign Impossible Trinity, the theme of our latest thematic report.
For years, governments have borrowed to avoid choosing. The Iran war and the AI build-out are now forcing the choice. History says one leg always gives way. During the Korea War, the Fed held the line. During the Vietnam War, sound money broke.
Join us at Moss in Midtown New York on Wed 11 November 2026
to debate over drinks.
CIO Tian Yang will lead the conversation, sharing VP’s current outlook, our perspective on how we got here, and answering your questions.
Please RSVP to reserve:
