Trouble in the Red Sea, logistics snarls, China, and the U.S. election

Crosspost with Sean Hanney's Frontlines from RealAgriculture!

Up for discussion in this episode:

• Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping lane
• Logistics are definitely impacted, but is it as big a deal as it could be?
• There’s many players in the mix, and much to unpack on this one
• Taiwan’s election is done. Does it make relations with China better or worse and why does it matter?
• Speaking of elections, what about Argentina?
• China/Argentina trade
• On to America! The U.S. election set for November is going to be a wild ride
• It doesn’t matter who wins, either way, it’s going to have a huge impact on geopolitics
• The outcome of the U.S. election will be a major factor in shaping
• geopolitical instability and volatility in the coming year, Shapiro says

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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