Navigating the Converging Worlds of Macro & Geopolitics | Roger Hirst & Jacob Shapiro
51:45 Share

In Episode 292 of Hidden Forces, Demetri Kofinas speaks with Roger Hirst and Jacob Shapiro. Roger has spent over two decades on the equity derivative desks at various investment banks and is currently the Managing Editor of Real Vision Creative Studios. Jacob is Partner & Director of Geopolitical Analysis at Cognitive Investments and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Both Roger and Jacob are part of a small and highly talented team of content creators at financial media company Lykeion, where they co-author a monthly research publication focused on the converging worlds of Geopolitics & Macro.

The first hour of today’s conversation is devoted to a discussion about the move from a unipolar world order to a multipolar one. The forces that are bringing that multipolarity about and its impact on global security, international trade and commerce are a key part of that conversation, as is Russia’s war in Ukraine and the future of the European Union. In the second hour, Roger and Jacob give their assessments on what all of this means for the global economy and the market opportunities available to investors. This includes a conversation about inflation, the bull case for commodities, investment opportunities in emerging markets, central bank policy, and much more.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe).

If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email [email protected], and Demetri or someone else from our team will get right back to you.

If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:

Subscribe on Apple Podcasts) | YouTube) | Spotify) | Stitcher) | SoundCloud) | CastBox) | RSS Feed)

Write us a review on Apple Podcasts) & Spotify)

Subscribe to our mailing list at https://hiddenforces.io/newsletter/)

Producer & Host: Demetri Kofinas)

Editor & Engineer: Stylianos Nicolaou

Subscribe & Support the Podcast at https://hiddenforces.io)

Join the conversation on Facebook), Instagram), and Twitter) at @hiddenforcespod

Follow Demetri on Twitter at @Kofinas)

Episode Recorded on 01/02/2023