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The global order is shifting... and investors are starting to feel it.
In this conversation with Maggie Lake, geopolitical strategist Jacob Shapiro, director of research at the Bespoke Group, breaks down why the “sell America” trade is real, why Canada now sees the U.S. as an unreliable partner, and how markets are beginning to reprice political and economic risk in real time.
He digs into the whys behind President Trump’s approval ratings on the economy are flashing warning signs ahead of the midterm elections, Canada’s repositioning under Mark Carney reflects a deeper rupture in the global order, and how efforts by middle powers to preserve stability are accelerating the move toward a multipolar world. Even as the geopolitical risks are heightening such as increasing pressure from the U.S. to acquire Greenland, a move that would effectively end NATO, Shapiro argues that opportunity still exists, particularly in Europe, if it can successfully navigate this new geopolitical reality.
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Chapters:
1:16 – What Are the Geopolitical Issues Jacob Is Focusing on the Most?
3:45 - Canada Now Sees the U.S. as Unreliable
7:06 – Approval for Trump’s Economy Is Tanking: A Midterm Election Warning Sign
10:05 – Markets Can’t Handle Uncertainty
13:15 – ⭐ Wealthion Golden Nugget: The ‘Sell America’ Trade Explained
17:18 - What’s Happening in Syria, and Why Should We Pay Attention?
19:42 - Is Japan in Trouble?
21:24 – Middle Powers & the Move Toward a Multipolar World
25:16 – The Greenland Risk: A Red Line for NATO
27:12 – Why Europe Is an Underrated Opportunity
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
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