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Putin’s Out of Time, Not Troops

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Manage episode 495729296 series 3652581
Content provided by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jacob Shapiro and Marko Papic dive into the shifting dynamics of the Russia-Ukraine war and Trump’s evolving stance. They analyze Trump’s 50-day ultimatum to Putin, potential secondary sanctions, and U.S. weapons sales to NATO. The conversation critiques misconceptions about Trump’s loyalty, explores Putin’s domestic challenges, and assesses the potential for a ceasefire. The second half explores tariffs, inflation, and the global trade order, emphasizing Trump’s erratic strategic thinking and the long-term implications for U.S. alliances, particularly with Brazil, India, and Europe.

--

Timestamps:

(00:00) - Introduction

(01:18) - Catching Up on Global Events

(01:54) - Deep Dive: Russia-Ukraine Conflict

(03:56) - Trump's Stance on Russia and Ukraine

(06:02) - Putin's Challenges and Strategic Objectives

(09:37) - Potential Outcomes and Strategic Moves

(13:22) - Drone Warfare and Technological Advancements

(25:07) - Trademarking 'Paul Baba Bombadil'

(25:14) - Analyzing the Latest CPI Data

(26:13) - Impact of Tariffs and Trade Policies

(27:14) - Political Implications of Inflation

(28:22) - Market Perspective on CPI and Inflation

(31:38) - US Government's Role in Rare Earths

(33:17) - Trump's Trade Policies and Global Impact

(37:21) - Strategic Alliances and Global Trade

(40:54) - Trump's Approach to International Relations

(47:44) - Final Thoughts on Global Trade and Politics

--

Referenced in the Show:

--

Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com

--

Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

Jacob Shapiro Site: jacobshapiro.com

Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

Jacob Twitter: x.com/JacobShap

Jacob Shapiro Substack: jashap.substack.com/subscribe

--

Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.

Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic

Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/

Marko’s Twitter: https://x.com/Geo_papic

Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro

  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 495729296 series 3652581
Content provided by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro & Marko Papic, Jacob Shapiro, and Marko Papic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jacob Shapiro and Marko Papic dive into the shifting dynamics of the Russia-Ukraine war and Trump’s evolving stance. They analyze Trump’s 50-day ultimatum to Putin, potential secondary sanctions, and U.S. weapons sales to NATO. The conversation critiques misconceptions about Trump’s loyalty, explores Putin’s domestic challenges, and assesses the potential for a ceasefire. The second half explores tariffs, inflation, and the global trade order, emphasizing Trump’s erratic strategic thinking and the long-term implications for U.S. alliances, particularly with Brazil, India, and Europe.

--

Timestamps:

(00:00) - Introduction

(01:18) - Catching Up on Global Events

(01:54) - Deep Dive: Russia-Ukraine Conflict

(03:56) - Trump's Stance on Russia and Ukraine

(06:02) - Putin's Challenges and Strategic Objectives

(09:37) - Potential Outcomes and Strategic Moves

(13:22) - Drone Warfare and Technological Advancements

(25:07) - Trademarking 'Paul Baba Bombadil'

(25:14) - Analyzing the Latest CPI Data

(26:13) - Impact of Tariffs and Trade Policies

(27:14) - Political Implications of Inflation

(28:22) - Market Perspective on CPI and Inflation

(31:38) - US Government's Role in Rare Earths

(33:17) - Trump's Trade Policies and Global Impact

(37:21) - Strategic Alliances and Global Trade

(40:54) - Trump's Approach to International Relations

(47:44) - Final Thoughts on Global Trade and Politics

--

Referenced in the Show:

--

Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com

--

Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

Jacob Shapiro Site: jacobshapiro.com

Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

Jacob Twitter: x.com/JacobShap

Jacob Shapiro Substack: jashap.substack.com/subscribe

--

Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.

Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic

Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/

Marko’s Twitter: https://x.com/Geo_papic

Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro

  continue reading

20 episodes

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