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Real Vision: Finance & Investing

How to Trade the Geopolitical Firehose: Ukraine, Turkey and Tariffs! | Macro Monday ft. Mikkel Rosenvold

Mar 24, 2025
Dive into the world of geopolitics as it reshapes financial markets, with a spotlight on Ukraine and Turkey. Discover how military investments and modern warfare, particularly drone technology, are influencing global commodities. Learn about the potential impact of tariffs on copper and gold, alongside strategic hoarding tactics. The conversation also unpacks market dynamics driven by geopolitical risks, highlighting shifts from U.S. to European equities and the effects of asset seizures in Europe on gold prices.
38:18

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Quick takeaways

  • The podcast emphasizes the significant impact of ongoing geopolitical tensions, particularly the Ukraine conflict, on global markets and investor sentiment.
  • It highlights the shift in European military procurement strategies towards indigenous arms production, creating potential investment opportunities for US defense companies.

Deep dives

Bitwise Crypto Asset Management

Bitwise is recognized as a leading crypto asset manager, offering over 20 diverse products tailored to meet various investor needs. With a robust infrastructure comprising a team of more than 100 members across the US and Europe, they manage over $10 billion in client assets. Their commitment to the crypto ecosystem is evident as they donate 10% of profits from Bitcoin and Ethereum ETFs to open-source developers, showcasing solidarity within the industry. Additionally, they were pioneers in transparency, being the first to publicize their Bitcoin ETF wallet address, further reinforcing their credibility and commitment.

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