Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. From there, they explore the U.S.-Mexico-China love triangle and what history can and can’t teach us about the future of those three countries. Last but not least is Ukraine’s quest to become the Israel of Eastern Europe and whether Kyiv can produce weapons for itself in sufficient quality and quantity to maintain its counteroffensive against Russia.

Timestamps:

(00:00) - Intro

(01:06) - Oil/Crude

(07:11) - Macro Context/Bond carnage

(16:47) - US x Mexico x China relations

(30:45) - Is the US reliving Chinese history with fentanyl

(40:50) - Migration and coordination

(45:00) - Ukraine wants to build its own weapons

Referenced in the Show:

The Third Opium War – https://www.cirsd.org/en/horizons/horizons-winter-2019-issue-no-13/the-third-opium-war

CRS backgrounder on U.S.-Mexico relations – https://sgp.fas.org/crs/row/R42917.pdf

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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Opium War Lessons (For Fentanyl)

The Jacob Shapiro Podcast