Forward Guidance

Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro

Feb 23, 2022
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1
Introduction
00:00 • 4min
2
The Russian-Ukraine War: What to Watch for Going Forward
04:18 • 2min
3
The High Stakes of Sanctions on Russia
06:35 • 4min
4
The Role of the US in De-Dollarization
10:09 • 2min
5
The Role of the Dollar in Geopolitics
12:02 • 3min
6
The Russian Economy Is a Self-Sufficient Place
15:21 • 4min
7
The Impact of Russia's Invasion on the Global Economy
19:38 • 4min
8
The Russian Establishment's Views on Putin
23:13 • 3min
9
The Importance of Demography in Russia's National Security
25:49 • 2min
10
Germany's Economic Miracle Post 2000
27:53 • 2min
11
The Role of Geopolitics in Global Affairs
30:06 • 3min
12
The Role of NATO in a Post-Soviet Union World
33:23 • 3min
13
The Pros and Cons of Siding With Russia
36:32 • 4min
14
The End Game of Russia's Invasion
40:13 • 5min
15
Oil Prices and the Doom Loop of Disappointment
45:12 • 3min
16
The Rise of Energy Prices
48:42 • 3min
17
The Future of Investing in the Global Economy
51:51 • 3min
18
The Future of Energy Prices
55:14 • 2min
19
The Importance of Investing Long and Short
57:20 • 5min
20
China's Long-Term Growth Potential
01:02:35 • 3min
21
How to Avoid Common Mistakes When Doing Geopolitics
01:05:59 • 2min