Real Vision: Finance & Investing

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

7 snips
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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Greenland's Independence Dilemma

  • Greenlandic politicians want independence, but Trump's interest has complicated things.
  • They realized independence might mean becoming a US territory, which is not what they envisioned.
INSIGHT

Ukraine Peace Talks as M&A

  • Trump's approach to Ukraine peace talks resembles an M&A process.
  • He assessed the situation, consulted European allies and Ukraine (his "shareholders"), and is now negotiating with Russia.
ADVICE

Invest in US Arms Industries

  • Consider US arms industries despite European rearmament efforts.
  • European companies can't meet current demand, making US manufacturers a good investment.
Get the Snipd Podcast app to discover more snips from this episode
Get the app