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
Hidden Forces