A coming conflict with China?
After interviewing George Friedman, Bruce Mehlman, and Gary Shilling in the first three episodes of our Global Macro Update video series, today Ed D’Agostino sits down with Jacob Shapiro, director of Geopolitical Analysis at Cognitive Investments.
In this episode of Global Macro Update, Jacob discusses what’s next in the Russia-Ukraine conflict… frightening consequences of global supply chain disruption… an underreported but dangerous global crisis brewing… and more.
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In this latest edition, Ed and Jacob also discuss:
- The Ukrainian import going offline that cannot be replaced by any nation and what it might mean to global food security…
- Why the war could drag on for months or years regardless of what happens next…
- How sanctions against Russia might ultimately prove ineffective…
- The dangerous but underreported conflict brewing which could have dire consequences for the world economy…
- Why some analysts are looking to 17th-century Poland for answers on what happens next.
We look forward to bringing you more Global Macro Update interviews in the weeks ahead.
Thanks for reading.
Sincerely,
John Mauldin
Co-founder, Mauldin Economics
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