It’s been 84 years since we last had Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, on Talking Markets. Well, 7 weeks actually, it just feels like 84 years. Jacob joins Maggie Lake today to discuss what the Fed’s comments may signal about its approach to tariffs, the likely outcomes he sees for the tariff wars, and the shifting relationships between the US and Europe, China, and Russia. Also up for discussion: the arrest of Erdogan’s rival in Turkey and what it means for the country’s long-term prospects, the Ukraine war, and whether Europe is any closer to operating from a position of strength. Follow Jacob on X here: https://x.com/JacobShapAnd listen to his new podcast with Marko Papic here: https://geopolitical-cousins.captivat... Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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“What did the council decide on item 42?” — answered with the speaker and the moment.