Uploaded March 2022 | Updated September 2026, 3 days ago
I'm joined by Jacob Shapiro, director of geopolitical analysis at Cognitive Investments and founder/chief strategist at Perch Perspectives, as we discuss the Russia-Ukraine War, geopolitical risk, commodities (oil, nickel, aluminum, wheat, food, etc), recession, China, and more.
Jacob Shapiro on Twitter: twitter.com/JacobShap
The Perch Pod: perchperspectives.com/perch-podcast
Cognitive Investments: https://www.cognitive.investments
Timestamps:
00:00 - Introduction
00:47 - Background of Jacob Shapiro
04:15 - Trend of growing geopolitical and international risk
07:59 - Description of multi-polar world
11:38 - Does the War in Ukraine change the global world order?
15:50 - Impact of economic sanctions against Russia
23:35 - Possibility of U.S. sanctions against China?
43:30 - Increased possibility of more global conflicts in future?
48:30 - How does war in Ukraine end?
57:30 - China's stance on Russia
1:02:01 - Will China play a role in ending the war in Ukraine?
1:04:42 - What is most likely scenario to how this war ends?
1:05:25 - Economic repercussions of war that draws out longer
1:15:39 - How will commodities respond in increasing supply?
1:21:22 - Cobalt, nickel, lithium availability in electrification
1:26:20 - Do you expect the U.S. to go into a recession? How long?
1:30:01 - International risk for investors in future?
1:47:55 - Investment moves since the war started
1:49:04 - Thesis on gold
1:51:10 - Possible scenarios of U.S.-China conflict over Taiwan
2:07:20 - Growing narrative of China as enemy of U.S.
2:14:33 - Role of propaganda shaping geopolitical conflict
2:24:50 - Conclusion
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Investing #GeoPolitics #Stocks
I'm joined by Jacob Shapiro, director of geopolitical analysis at Cognitive Investments and founder/chief strategist at Perch Perspectives, as we discuss the Russia-Ukraine War, geopolitical risk, commodities (oil, nickel, aluminum, wheat, food, etc), recession, China, and more.
Jacob Shapiro on Twitter: twitter.com/JacobShap
The Perch Pod: perchperspectives.com/perch-podcast
Cognitive Investments: https://www.cognitive.investments
Timestamps:
00:00 - Introduction
00:47 - Background of Jacob Shapiro
04:15 - Trend of growing geopolitical and international risk
07:59 - Description of multi-polar world
11:38 - Does the War in Ukraine change the global world order?
15:50 - Impact of economic sanctions against Russia
23:35 - Possibility of U.S. sanctions against China?
43:30 - Increased possibility of more global conflicts in future?
48:30 - How does war in Ukraine end?
57:30 - China's stance on Russia
1:02:01 - Will China play a role in ending the war in Ukraine?
1:04:42 - What is most likely scenario to how this war ends?
1:05:25 - Economic repercussions of war that draws out longer
1:15:39 - How will commodities respond in increasing supply?
1:21:22 - Cobalt, nickel, lithium availability in electrification
1:26:20 - Do you expect the U.S. to go into a recession? How long?
1:30:01 - International risk for investors in future?
1:47:55 - Investment moves since the war started
1:49:04 - Thesis on gold
1:51:10 - Possible scenarios of U.S.-China conflict over Taiwan
2:07:20 - Growing narrative of China as enemy of U.S.
2:14:33 - Role of propaganda shaping geopolitical conflict
2:24:50 - Conclusion
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Investing #GeoPolitics #Stocks
