Why The Gold Bid Isn't Going Away (Jacob Shapiro)

<p>Everything in commodities over the past few years has been driven by geopolitics. So today we&#39;re going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia&#39;s nickel dominance. None of it makes sense without the politics behind it.Jacob co-founded Geopolitical Futures with George Friedman, ran the Operations Centre at Stratfor, and now heads geopolitical analysis at Cognitive Investments in New Orleans. He&#39;s also one half of the fantastic Geopolitical Cousins podcast alongside Marko Papic.In this conversation: • Why the gold run isn&#39;t finished • Energy: the great deflationary force still to come? • Signal versus noise on Iran, Russia-Ukraine, and what to watch next • Why China doesn&#39;t actually want the renminbi as the global reserve currency • What Australia should do about all of it+ How to shape your views in this multi-polar world</p><p>……………  </p><p><strong>  </strong></p><p><strong>TIMESTAMPS  </strong></p><p>[0:00] Introducing Jacob Shapiro[1:50] US Deficits and Gold Surge[10:20] Geopolitics Framework and Multipolar Shift[18:00] Signal vs Noise and Reserve Currency Debate[26:10] Taiwan Slow Absorption[39:30] US Constraints and Unipolar Hangover[48:20] Contrarian Takes and Wrap</p><p><br></p><p>……………  </p><p>  </p><p>Join 19k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe">⁠Director’s Special⁠</a>:one daily email with all the news that matters in mining  </p><p>……………  </p><p><strong>  </strong></p><p><strong>PARTNERS  </strong></p><p>Thank you to the mining services businesses that make thiscontent possible:  </p><p>• <a href="https://www.rocktechnology.sandvik/en/products/ground-support/"><strong>Sandvik Ground Support</strong>⁠</a> – The only ground supportyou’ll ever need</p><p>• <a href="https://www.titanrecruitment.com.au/contact"><strong>Titan Recruitment</strong></a> – Specialists in engineering and technology recruitment</p><p>• <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom"><strong>Focus by Marketech</strong></a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom">10-day free trial</a></p><p>• <a href="https://www.intralinks.com/"><strong>SS&amp;C Intralinks</strong></a> – Powering deals with unmatched security and efficiency</p><p>• <a href="https://www.exceedcapital.com.au/sp-property-trust"><strong>Exceed Capital</strong></a> – Diversify your portfolio with Exceed’s property trusts</p><p><strong>……………  </strong></p><p><strong>  </strong></p><p><strong>FOLLOW &amp; CONNECT </strong></p><p>• YouTube: <a href="https://www.youtube.com/@MoneyofMine">⁠@MoneyofMine⁠</a>   </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod">⁠@moneyofminepod⁠</a></p><p>• <a href="https://www.linkedin.com/company/moneyofmine/">⁠LinkedIn⁠</a> | <a href="https://www.instagram.com/moneyofminepod">⁠Instagram⁠</a> | <a href="https://www.facebook.com/moneyofminepod">⁠Facebook⁠</a>  </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine">⁠@TRAVmoneyofmine⁠⁠</a>  </p><p>• Jonas Dorling: <a href="https://x.com/JDmoneyofmine">⁠@JDmoneyofmine⁠⁠</a>  </p><p>• Email us <em>Word on the Decline</em>: <a href="mailto:gc@moneyofmine.com">gc@moneyofmine.com</a>  </p><p><strong>……………  </strong></p><p><strong> </strong></p><p><strong>  </strong></p><p><strong>DISCLAIMER  </strong></p><p>All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our <a href="https://www.moneyofmine.com/c/privacy-policy">⁠full disclaimer⁠</a>.  </p><p></p><p><br></p>