

Stocks to Watch: Geopolitics and the Markets
Nov 6, 2023
Discussion on the influence of geopolitics on markets, risks of power war between the US and Russia, impact of Middle East conflict on global economy, assessing market direction, concept of 'breath thrust' and potential short-term rally, world splitting into two competing blocks, challenges faced by solar energy companies, investment potential of commodities, favorite Talking Heads songs, next episode on investing in AI
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Geopolitical Developments and Market Impacts
01:34 • 22min
Assessing the Market's Direction and Breath Thrust
23:53 • 3min
Geopolitical Competition and Potential Alliances
27:11 • 10min
State of Solar Energy Companies and Investment Potential of Commodities
36:46 • 4min
Favorite Talking Heads Songs and Next Episode Announcement
40:39 • 2min