66 min listen
Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
FromForward Guidance
ratings:
Length:
68 minutes
Released:
Feb 23, 2022
Format:
Podcast episode
Description
*AUDIO DISCLAIMER: Mic issue during the recording led to some high levels on Jack's end. We're aware, and we're sorry! Might want to tap the volume down a couple notches for this one.
Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, joins Forward Guidance to break down the rapidly escalating hostility between Russia and Ukraine. Shapiro puts in context including Russia’s recognition of Luhansk and Donestk as independent sovereign republics and the punitive sanctions on Russia.
Shapiro tells Jack Farley that, if Russian tanks roll down the tanks of Kiev, the West might cut Russia off from the payment rails for global commerce, SWIFT (Society for Worldwide Interbank Financial Telecommunication). If Russia were unable to sell its natural gas, wheat, and other commodities in Western markets, Shapiro continues, there could be a commodity “doom loop” that would cause prices to skyrocket.
Shapiro also shares his outlook on China, India, Brazil, Turkey, and Iran. Shapiro also serves as chief strategist at Perch Perspectives and the Geopolitics editor at Lykeion. This interview was recorded on Tuesday, February 22, at 10 am Eastern Time.
Follow Jacob Shapiro @JacobShap
Follow Jack Farley @JackFarley96
Follow Blockworks @Blockworks_
Follow Perch Perspectives @PerchSpectives
Follow Lykeion @thelykeion
___
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, joins Forward Guidance to break down the rapidly escalating hostility between Russia and Ukraine. Shapiro puts in context including Russia’s recognition of Luhansk and Donestk as independent sovereign republics and the punitive sanctions on Russia.
Shapiro tells Jack Farley that, if Russian tanks roll down the tanks of Kiev, the West might cut Russia off from the payment rails for global commerce, SWIFT (Society for Worldwide Interbank Financial Telecommunication). If Russia were unable to sell its natural gas, wheat, and other commodities in Western markets, Shapiro continues, there could be a commodity “doom loop” that would cause prices to skyrocket.
Shapiro also shares his outlook on China, India, Brazil, Turkey, and Iran. Shapiro also serves as chief strategist at Perch Perspectives and the Geopolitics editor at Lykeion. This interview was recorded on Tuesday, February 22, at 10 am Eastern Time.
Follow Jacob Shapiro @JacobShap
Follow Jack Farley @JackFarley96
Follow Blockworks @Blockworks_
Follow Perch Perspectives @PerchSpectives
Follow Lykeion @thelykeion
___
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
Released:
Feb 23, 2022
Format:
Podcast episode
Titles in the series (100)
Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello by Forward Guidance