Provenance
This standalone page was migrated from the February 2026 compendium corpus.
allthingsfinancial is a YouTube channel producing geopolitical-investment commentary. The presenter — whose background is described in the videos as rooted in institutional finance and macro strategy — publishes long-form video analysis (typically 30-90 minutes per video) covering the intersection of geopolitics, sovereign policy, and investment positioning.
The channel’s defining feature is the Five Factor framework: a structured approach to analyzing how countries and supply systems respond to the breakdown of post-1945 globalized trade. The commentary is aimed at self-directed investors and financial professionals who are comfortable with macro concepts but may lack a systematic framework for integrating geopolitical risk into portfolio decisions.
The channel is not a trade-signal service. It does not provide buy/sell timing recommendations. Its orientation is strategic and long-horizon, with investment themes measured in years to decades rather than days or weeks. Named positions (Intel, MP Materials) recur across the series as structural examples, not short-term calls.
This compendium analyzes 43 videos published between May 31, 2025 and February 24, 2026. This corpus represents a coherent analytical period during which the Five Factor framework was developed, refined, and extended.