Today we are joined by Jacob Shapiro and Roger Hirst. Jacob is the Geopolitics Editor at financial media company Lykeion, co-author of a monthly research publication focused on the converging worlds of Geopolitics and Macro, Partner and Director of Geopolitical Analysis at Cognitive Investments, and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Roger is the Macro Editor at financial media company Lykeion and the Managing Editor of Real Vision Creative Studios. Together they provide a powerhouse of insights into the machinations of geopolitics and macroeconomics. Key in this conversation are Jacob’s and Roger’s insights into China and whether China has the capacity to influence global growth going forward. In our conversation we explore the possibility and probability of deglobalization and what that might mean. In addition Roger and Jacob turn the spotlight on Latin America and the potential it holds given the current geopolitical and macroeconomic constraints the world is facing. Join us in this deep dive into what lies behind and beneath these pressing issues.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Roger on Twitter.Follow Jacob on Twitter.Episode TimeStamps: 02:42 - Introduction to Shapiro & Hirst 09:22 - Where lies the uncertainty? 11:01 - The ultimate impact on markets 15:32 - Reflecting on Peter Zeihan's work 25:17 - Can we rely on Chinese data? 34:34 - The problems with Chinese real-estate 36:56 - Xi Jinpings geopolitical ambitions 40:35 - Can China still influence global growth? 46:51 - The relationship between Russia and China 48:50 - Are we heading towards deglobalization? 54:19 - A disruption in global commodities 01:04:49 - A bad outlook for equities? 01:07:57 - Are we forgetting Latin America? 01:10:08 - A shift in equities? 01:12:18 - Thanks for listening Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

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.

Jacob Shapiro, a specialist in geopolitical analysis and economic trends, joins the discussion with Rob to explore the microgeopolitics of Los Angeles. They draw intriguing parallels between the city’s evolution and themes in 'Blade Runner.' The conversation pivots to China's economic stimulus strategies, weighing the bullish and bearish perspectives on their potential impact. They also delve into cultural changes reflected in 'Blade Runner' and compare the investment habits of Chinese and American investors amid current economic fluctuations.

Geopolitical analyst Jacob Shapiro discusses scenario planning, original news sources, and ranking systems. Topics include global elections, Modi's leadership in India, apartheid in South Africa, and the impact of individual leaders. The episode emphasizes the importance of being prepared for various possibilities in geopolitics.

Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, discusses the evolving conflict in the Middle East, potential market implications, and opportunities in alternative regions. They explore the complex dynamics between Israel and Iran, potential scenarios, global conflicts, market volatility, and the impact of the US presidential election on financial markets.