The Jacob Shapiro Podcast The Largest Standing Army In Europe
Jun 27, 2025
Rob Larity, a market analyst known for his insights, joins Jacob Shapiro to delve into the evolving landscape of global markets. They discuss the recent Israel-Iran conflict and its unexpected effects on oil prices. The conversation highlights Japan's increasing foreign investments and shifting U.S.-Japan relations, revealing underlying tensions. They stress the importance of strategic thinking in uncertain times and navigating the challenges posed by media distractions, advocating for mental clarity amidst rapid changes.
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Germany's Conscription Comeback
- Germany is considering reinstating mandatory military conscription to build the strongest army in Europe.
- This reflects broader geopolitical shifts and increased focus on military readiness in Europe.
Markets See Limited Conflict Impact
- Markets have not reacted strongly to the Israel-Iran conflict, indicating the events are viewed as marginal.
- This suggests that geopolitical crises in smaller regions don't always have major global financial impacts.
Trade Uncertainty Strains Supply Chains
- Uncertainty about US-China tariffs continues to strain global supply chains and business decisions.
- Businesses must absorb ongoing mental capacity demands due to changing trade policies and geopolitical risks.