Episode 60: Geopolitical Threats & Opportunities. With Jacob Shapiro and Dee Smith.

In this special episode of Talking Markets, Maggie Lake is joined by Strategic Insight Group CEO and founder Dee Smith, and Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, to dig into the Operation Spider's Web and its ricochet effects for not just the rules of war but potentially the rules of commerce. The three get into the far-reaching implications of Ukraine's drone strikes, why economic nationalism may be a canary in the coal mine for war, Dee and Jacob's take on the US' diplomacy, what geopolitical chess moves investors need to keep an eye on, and more. Recorded on June 4 and June 5, 2025.🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.