Navigating the Converging Worlds of Macro & Geopolitics | Roger Hirst & Jacob Shapiro

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 9 January 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 292 of Hidden Forces, Demetri Kofinas speaks with Roger Hirst and Jacob Shapiro. Roger has spent over two decades on the equity derivative desks at various investment banks and is currently the Managing Editor of Real Vision Creative Studios. Jacob is Partner & Director of Geopolitical Analysis at Cognitive Investments and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Both Roger and Jacob are part of a small and highly talented team of content creators at financial media company Lykeion, where they co-author a monthly research publication focused on the converging worlds of Geopolitics & Macro.

The first hour of today’s conversation is devoted to a discussion about the move from a unipolar world order to a multipolar one. The forces that are bringing that multipolarity about and its impact on global security, international trade and commerce are a key part of that conversation, as is Russia’s war in Ukraine and the future of the European Union. In the second hour, Roger and Jacob give their assessments on what all of this means for the global economy and the market opportunities available to investors. This includes a conversation about inflation, the bull case for commodities, investment opportunities in emerging markets, central bank policy, and much more.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 01/02/2023

Transcript

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0:00.0	What's up everybody? My name is Demetra Cofinas and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus narratives,
0:14.0	and to learn how to think critically about the systems of power shaping our world.
0:19.0	My guests in today's episode are Roger Hurst and Jacob Shapiro.
0:23.0	Roger is the managing editor of Real Vision Creative Studios
0:27.0	and Jacob is partner and director of Geopolitical Analysis at Cognitive Investments.
0:32.0	They're both part of a small and highly talented team of content creators
0:37.0	at Financial Media Company Likyun, where they co-author a monthly research publication
0:42.0	focused on the converging worlds of geopolitics and macro.
0:46.0	We spend the first hour of our conversation today discussing the move away from unipolarity
0:52.0	towards multipolarity, the forces that are bringing it about,
0:55.0	and its impact on global security, international trade, and commerce.
1:00.0	And we spend the second hour discussing what all of this means for the economy
1:04.0	and market opportunities for investors.
1:07.0	What it means for inflation, the bulk case for commodities,
1:10.0	investment opportunities in emerging markets, central bank policy, and much more.
1:15.0	If you want access to that part of the conversation
1:18.0	and you're not already subscribed to Hidden Forces, you can join our premium feed
1:22.0	and listen to the second half of today's episode
1:25.0	by going to hiddenforces.io slash subscribe.
1:29.0	All of our content tiers give you access to our premium feed,
1:32.0	which you can listen to on your phone using your favorite podcast app,
	...

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