Jacob Shapiro: From Globalization To A Multipolar World

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world. In 2022, geopolitics has been one of the leading factors in markets, so we invited an expert in geopolitics to help us navigate this environment. Expecting a shift away from globalization and a more multipolar world over the next decade, this trend has many implications for economies around the world. Jacob walks through the U.S/China relations, Europe's energy crisis and discusses which countries are best positioned in this environment, before finally sharing his actionable trade idea, but to hear that, you'll have to tune in! -- Follow Jacob: https://twitter.com/JacobShap Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through http://tmtf.link/curve, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Timestamps: (00:00) Introduction (00:42) What Is Happening In The Bond Market? (04:46) Bear Market Rally, Or Market Bottom? (07:38) What Is Happening In Crypto? (12:23) Feature Interview: Jacob Shapiro (15:25) U.S & China Relations After The G20 Meeting (18:23) China's Zero Covid Policy (23:05) De-Globalization (32:02) “Curve Ad” (33:17) Europe's Energy Crisis (38:31) Which Countries Are Well Positioned In This Environment (42:39) Jacob's Actionable Trade Idea (46:38) Post Interview: Final Thoughts (49:22) The Energy Crisis In Europe (51:53) A Trade In The Bond Market -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.