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Ethan McGowan

[email protected]

Professor of AI/Finance, Gordon School of Business, Swiss Institute of Artificial Intelligence

Ethan McGowan is a Professor of AI/Finance and Legal Analytics at the Gordon School of Business, SIAI. Originally from the United Kingdom, he works at the frontier of AI applications in financial regulation and institutional strategy, advising on governance and legal frameworks for next-generation investment vehicles. McGowan plays a key role in SIAI’s expansion into global finance hubs, including oversight of the institute’s initiatives in the Middle East and its emerging hedge fund operations.

Ethan McGowan

Thailand faces a structural education divide between elite training and mass foundational skills Both tracks must be redesigned together and tightly linked to real labor market demand Without coordinated reform, talent will leave and average productivity will stall

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Ethan McGowan

Low cost alone no longer guarantees stability in global markets Critical minerals security has become the foundation of industrial credibility Restoring open trade now requires rebuilding trust in supply continuity The core lesson

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Ethan McGowan

Supply chain diversification is driven by geopolitical risk but limited by financial capacity Access to trade finance and institutional support determines which firms can truly adapt Without coordinated policy action, resilience will remain concentrated among large global players

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Ethan McGowan

The US-China AI competition is shifting from scale to system control China caught up through centralization; the US is reshaping access and alliances Education will decide who sets the next AI standards In 2024, the United Sta

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Ethan McGowan

Low earth orbit control is becoming a new arena of geopolitical power Satellite constellations are dual-use tools Without coordinated governance, orbital dominance could reshape global security and civilian life A single statistic nail

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Ethan McGowan

State-backed IPOs are emerging as a strategic tool, not just a market event Europe’s capital reform will fail without credible public risk-sharing and enforcement Democratic accountability and mission finance must be designed together, not treated as trade-offs

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Ethan McGowan

China’s naval grey-zone tactics are reshaping maritime power without open war Industrial scale and constant presence give Beijing quiet leverage Without policy reform, strategic erosion will continue In 2024, it be

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Ethan McGowan

The Trump G20 agenda narrows the forum to economic power projection It shifts focus from ESG cooperation to U.S.–China competition Institutions must adapt to a more fragmented global order When the U.S.

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Ethan McGowan

Japan arms exports end an 80-year taboo and create a major strategic inflection The shift combines legal change, record budgets, and political mandate—money meets law Tokyo must pair exports with strict controls or risk a regional arms spiral

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Ethan McGowan

War weakens democracy not by necessity, but by creating incentives for leaders to centralize power The erosion of courts, media, and civil liberties often outlasts the conflict itself Protecting democratic institutions during crisis is a policy choice, not a luxury

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Ethan McGowan

India growth momentum is strong, but its durability depends on education reform Investment gains will fade unless skills systems scale with industry demand The real test is whether growth becomes long-term capability India i

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Ethan McGowan

High public debt is weakening the power of the zero lower bound in Europe When fiscal credibility erodes, lower interest rates no longer guarantee stronger growth or stable inflation Europe must rebuild fiscal space and institutional trust if monetary policy is to work again

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Ethan McGowan

China’s domestic deflation is no longer contained; it now reshapes global prices, profits, and financial risk Industrial subsidies extend price pressure, turning a trade shock into a systemic financial spillover Global policy must adapt quickly to manage a deflationary force emanating from the world’s manufacturing center

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Ethan McGowan

German firms adopted generative AI fast, but productivity gains are flattening The next phase is converting adoption into durable agentic AI productivity Education and policy must shift from tools to systems, governance, and measurement

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Ethan McGowan

Davos survives by staging power, not by exercising it Ritualized presence replaces accountability and real decision-making Its persistence reveals deep institutional and educational gaps Inflation no longer creeps; it bolts

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Ethan McGowan

Data centers are not modern factories and rarely create broad local prosperity. They often raise local power costs while delivering few permanent jobs. Only strict public-benefit energy rules can rebalance the deal. The dat

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Ethan McGowan

Europe’s problem is not a lack of firms, but a system that keeps them small An EU federation is best understood as industrial infrastructure, not constitutional ambition Without enforced market integration, Europe will keep exporting its champions instead of building them

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Ethan McGowan

LLM-powered tutoring is already automating routine teaching at scale The core challenge is redesigning education labor and governance around AI Without reinvestment in human expertise, automation will widen inequality Picture

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Ethan McGowan

AlphaGenome is pushing education systems to rethink how AI, genomics, and policy are taught Predictive genomics now demands skills beyond traditional biology Without reform, the benefits will stay concentrated in a few institutions AlphaG

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Ethan McGowan

Beliefs shape perception before evidence is even processed Video and data do not correct bias; they often reinforce it Education systems must redesign how evidence is interpreted, not just collected It's not as simple as people s

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