Gulf Macro: Unpacking the GCC's Economic TransformationIn this inaugural episode of Gulf Macro, we explore the sweeping economic changes underway in the GCC (Gulf Cooperation Council) countries, focusing on Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, and Oman. Key topics covered include the shift from oil dependency to diversified economies, backed by the latest World Bank report forecasting a 4.4% non-oil growth in the region next year. Wallace highlights major infrastructure projects, tech innovations, AI adoption, and strategic investments in critical minerals and supply chains. The podcast also touches on fiscal resilience, workforce shifts, and potential risks and opportunities for investors and businesses. By delineating these elements, Wallace provides an in-depth analysis of why the Gulf region is poised for significant growth and economic transformation.

00:00 Welcome to Gulf Macro: Unpacking GCC Economies

02:13 GCC Economic Growth: Beyond Oil

04:54 Country Highlights: Saudi Arabia, UAE, Qatar, and More

05:43 Key Drivers of Growth: Infrastructure, Tech, and Minerals

12:16 Workplace Shifts and Fiscal Resilience

15:29 Investment Opportunities and Risks

19:52 Historical Context and Future Outlook

25:45 Conclusion: The Future of the Gulf

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No content presented in this episode should be considered investment advice. Always speak to a professional financial advisor before making any investment.