On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world.
In 2022, geopolitics has been one of the leading factors in markets, so we invited an expert in geopolitics to help us navigate this environment. Expecting a shift away from globalization and a more multipolar world over the next decade, this trend has many implications for economies around the world. Jacob walks through the U.S/China relations, Europe's energy crisis and discusses which countries are best positioned in this environment, before finally sharing his actionable trade idea, but to hear that, you'll have to tune in!
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00:00 Introduction
00:42 What Is Happening In The Bond Market?
04:46 Bear Market Rally, Or Market Bottom?
07:38 What Is Happening In Crypto?
12:23 Feature Interview: Jacob Shapiro
15:25 U.S & China Relations After The G20 Meeting
18:23 China's Zero Covid Policy
23:05 De-Globalization
32:02 “Curve Ad”
33:17 Europe's Energy Crisis
38:31 Which Countries Are Well Positioned In This Environment
42:39 Jacob's Actionable Trade Idea
46:38 Post Interview: Final Thoughts
49:22 The Energy Crisis In Europe
51:53 A Trade In The Bond Market
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
