Forward Guidance

Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro

Mar 4, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Russian Invasion of Crimea
03:22 • 4min
3
The Struggles of Russia in the Georgian War
07:28 • 4min
4
The Russian Strategy for Taking Over Kyiv
11:43 • 2min
5
The Price of Oil and Wheat Has Exploded Higher
13:43 • 5min
6
The Price of Wheat Has Nearly Doubled in a Week
18:43 • 3min
7
The Impact of Russian Commercial Sanctions on Commodity Markets
21:42 • 3min
8
The Importance of Foreign Companies Doing Business With Russia
24:40 • 2min
9
The Next Shoe to Drop for Sanctions
26:22 • 4min
10
The Trade-Off Between Sanctions and Energy Security
30:19 • 2min
11
Ukraine's Call for Russia to Be Banned From the WTO
32:10 • 3min
12
The Importance of Free Trade in the WTO
35:39 • 3min
13
The Bias of the Russian Stock Market
38:17 • 6min
14
The US Statemanship Crisis in Ukraine
44:09 • 5min
15
The Importance of Strategic Depth in Russia's Foreign Policy
49:37 • 2min
16
The Russian Invasion of Kyiv
51:13 • 2min
17
The Odds of Energy Sanctions on Russia
53:24 • 2min
18
Russia's Energy Sanctions on Ukraine
55:46 • 3min
19
The Middle Line Between Energy Sanctions and Nuclear War
59:05 • 3min
20
The Fundamentals of Investing
01:01:45 • 4min
21
The Importance of Energy Sanctions
01:05:29 • 2min
22
Venezuelan Oil and the US Foreign Policy
01:07:00 • 3min
23
The Future of US Foreign Policy
01:09:40 • 2min
24
The Risk Reward of Investing in Russia
01:11:38 • 4min
25
The Commodity Doom Loop
01:15:09 • 2min