Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

FromTop Traders Unplugged


GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

FromTop Traders Unplugged

ratings:
Length:
74 minutes
Released:
Feb 15, 2023
Format:
Podcast episode

Description

Today we are joined by Jacob Shapiro and Roger Hirst. Jacob is the Geopolitics Editor at financial media company Lykeion, co-author of a monthly research publication focused on the converging worlds of Geopolitics and Macro, Partner and Director of Geopolitical Analysis at Cognitive Investments, and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Roger is the Macro Editor at financial media company Lykeion and the Managing Editor of Real Vision Creative Studios. Together they provide a powerhouse of insights into the machinations of geopolitics and macroeconomics. Key in this conversation are Jacob’s and Roger’s insights into China and whether China has the capacity to influence global growth going forward. In our conversation we explore the possibility and probability of deglobalization and what that might mean. In addition Roger and Jacob turn the spotlight on Latin America and the potential it holds given the current geopolitical and macroeconomic constraints the world is facing. Join us in this deep dive into what lies behind and beneath these pressing issues.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Roger on Twitter.Follow Jacob on Twitter.Episode TimeStamps: 02:42 - Introduction to Shapiro & Hirst 09:22 - Where lies the uncertainty? 11:01 - The ultimate impact on markets 15:32 - Reflecting on Peter Zeihan's work 25:17 - Can
Released:
Feb 15, 2023
Format:
Podcast episode

Titles in the series (100)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com