Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil

After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.

Timestamps:

2:00-15:43 – Who wins if Russia is weak?

16:00-43:46 – U.S. booming, China on its knees

43:46-58:53 – Turkey: The Good, Bad, and the Ugly

58:53–end – Why we love Brazil

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This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp