#1019 - How Global Conflict Impacts Markets | With Jacob Shapiro

Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Ash Bennington, to discuss the evolving conflict in the Middle East following Israel's retaliatory attack on Iran. They explore potential longer-term market implications if the situation escalates further and discuss opportunities in alternative regions amid ongoing uncertainty.

#financialmarkets #macro #realvision

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00:00 - Intro
00:30 - Israel/Iran Conflict & Telegraphed Attacks
05:15 - What Might Happen Next?
13:30 - What Impacts Does This Have On Oil Markets
19:10 - The U.S. Presidential Election
21:50 - Geopolitical Implications On China

[RealVisionPresents]

00:30 - Israel/Iran Conflict & Telegraphed Attacks
05:15 - What Might Happen Next?
13:30 - What Impacts Does This Have On Oil Markets
19:10 - The U.S. Presidential Election
21:50 - Geopolitical Implications On China

[dshephardcomposer]

Ash is the exceptionally rare host who never interrupts his guests and knows either the best follow-up question to ask or how to deftly pivot to the next most relevant topic when it's time. If we're destined for a future of broadcast media populated by AI hosts, model them all after Ash Bennington.

[DoomsDayInvestor]

Great discussion guys, always enjoy Jacobs view.

[garyportugal]

Israel's response was measured because that was the pragmatic response. It was well within Israel's capability to make Iran pay a steeper price if it so chose.

[jaygatsby]

Did my boy blue state how the climate and not china is what keeps him up at night? He loves to work that into every interview.

[MindFieldMusic]

Very impressive covering these difficult topics in a non-partisan way. Big props to you both 🤝

[gddlsllc]

His interpretations of the Biden administration efforts is quite off