2026 Trade Values P2 :)

Timestamps:

(00:00) - Welcome

(00:42) - Part Two Setup

(02:31) - Lula at Fifteen

(05:17) - Macron Debate

(09:57) - Noboa and Ecuador Crime

(11:47) - Uzbekistan Rising

(13:28) - Uzbek Reforms Deep Dive

(17:28) - Japan New Prime Pick

(21:46) - Denmark and Greenland Standoff

(24:03) - List Mixup and Denmark

(25:17) - Xi Jinping Rising

(26:53) - Xi Strengths and Risks

(31:28) - Javier Milei Debate

(34:08) - Rapid Fire Picks

(37:42) - Top 10 Countdown

(38:01) - Guatemala and Singapore

(39:25) - Meloni and Sheinbaum

(44:11) - Modi in Top Five

(47:59) - Wrap and Next Part

Referenced in the Show:

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Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

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Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.

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