Real Vision: Finance & Investing The Ripple Effects of War ft. Jacob Shapiro
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Oct 15, 2024 Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, dives into the current Middle East conflict and its economic ramifications. He discusses Israel's strategic positioning and the growing threat from Turkey, alongside the shifting alliances with Saudi Arabia. The conversation touches on the implications of the upcoming U.S. election, particularly regarding its effects on Mexican economics and diplomatic relations. Shapiro also delves into demographic shifts globally, emphasizing the challenges and opportunities these changes present for various nations.
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Prolonged Conflict and Power Dynamics
- Israel has been at war for a year and faces prolonged conflict, a departure from their usual short, decisive victories.
- Iran's axis of resistance has proven weaker than initially anticipated, giving Israel the upper hand in escalating the conflict.
Netanyahu's Message and Iranian Public Opinion
- Netanyahu's message to the Iranian people might be a bluff, as Iran's government holds the power to suppress dissent.
- Israel can, however, expose the Iranian regime's empty promises and potentially sway public opinion.
Israel-Saudi Arabia Deal
- An unofficial deal between Israel and Saudi Arabia already exists, driven by their shared animosity towards Iran.
- The 'official' deal is on hold, likely due to Saudi Arabia's strategic maneuvering for better terms from the U.S.