About this episode

Jacob Shapiro discusses the impact of geopolitics on commodities, particularly gold, and the broader implications for global economics.

Everything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia's nickel dominance. None of it makes sense without the politics behind it.Jacob co-founded Geopolitical Futures with George Friedman, ran the Operations Centre at Stratfor, and now heads geopolitical analysis at Cognitive Investments in New Orleans. He's also one half of the fantastic Geopolitical Cousins podcast alongside Marko Papic.In this conversation: • Why the gold run isn't finished • Energy: the great deflationary force still to come? • Signal versus noise on Iran, Russia-Ukraine, and what to watch next • Why China doesn't actually want the renminbi as the global reserve currency • What Australia should do about all of it+ How to shape your views in this multi-polar world …………… TIMESTAMPS [0:00] Introducing Jacob Shapiro[1:50] US Deficits and Gold Surge[10:20] Geopolitics Framework and Multipolar Shift[18:00] Signal vs Noise and Reserve Currency Debate[26:10] Taiwan Slow…

People in this episode

Guest: Jacob Shapiro

Topics covered

• geopolitics
• commodities
• gold market
• US-China relations
• energy
• global reserve currency
• multi-polar world

Keywords

• gold
• geopolitics
• commodities
• US deficits
• China
• energy
• reserve currency
• inflation
• trade war

Mentioned in this episode

Organizations: Geopolitical Futures, Cognitive Investments, Stratfor

Places: Argentina, Indonesia, Australia, US, China, Iran, Russia, Ukraine, New Orleans

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