Real Vision: Finance & Investing

#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic

Apr 15, 2024

Guests Jacob Shapiro and Marko Papic discuss Iran's attack on Israel and its market impact, the upcoming US election's global significance, and how geopolitical events can affect portfolios. They explore the US role in a multipolar world, Middle East dynamics, investment opportunities, and global market risks like bond market concerns. The podcast offers insights on foreign policy, trade impacts on inflation, and reflections on global issues.

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Analyzing Geopolitical Risks and US Position in a Multipolar World

Analysis of Geopolitical Dynamics and Strategic Importance in the Middle East

Geopolitical Analysis of Middle Eastern Risks and Investment Opportunities

Analysis of Middle Eastern power dynamics and regional conflict preferences

Impact of Foreign Policy and Trade on Inflation and Election Strategy

19:51 • 25min

Global Market Risks and Bond Market Concerns

Reflections on Global Issues, Market Impact, and an Introduction to a Festival of Learning on Digital Assets