After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.
Timestamps:
2:00-15:43 – Who wins if Russia is weak?
16:00-43:46 – U.S. booming, China on its knees
43:46-58:53 – Turkey: The Good, Bad, and the Ugly
58:53–end – Why we love Brazil
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The Jacob Shapiro Podcast