Hidden Forces 的第 292 集邀请了 Roger Hirst 和 Jacob Shapiro 两位嘉宾，他们共同探讨了从单极世界秩序向多极世界秩序的转变，以及这种转变对全球安全、国际贸易和商业的影响。他们还分析了俄罗斯对乌克兰的战争以及欧盟的未来。在节目后半部分，他们对全球经济和投资机会进行了展望，包括通货膨胀、大宗商品的利好因素、新兴市场的投资机会、央行政策等。

🤔 **从单极世界秩序向多极世界秩序的转变** Roger 和 Jacob 共同探讨了从单极世界秩序向多极世界秩序的转变，以及这种转变对全球安全、国际贸易和商业的影响。他们认为，随着新兴经济体的崛起和全球力量的重新分配，世界正在走向多极化，这将对国际关系产生深远的影响。 他们还分析了俄罗斯对乌克兰的战争以及欧盟的未来。他们认为，俄罗斯对乌克兰的入侵加速了欧洲的战略自主，并导致了欧洲对俄罗斯能源依赖的减少。他们还认为，欧盟的未来将取决于其成员国在应对共同挑战方面的团结和合作能力。

📈 **全球经济展望** Roger 和 Jacob 对全球经济进行了展望，他们认为，通货膨胀将继续是一个主要的挑战，但预计在 2023 年将有所缓解。他们还认为，大宗商品将继续表现良好，尤其是能源和农业产品。他们认为，新兴市场将为投资者提供一些机会，但投资需要谨慎，因为这些市场面临着政治和经济风险。 他们还讨论了央行政策。他们认为，美联储可能会在 2023 年继续加息，以控制通货膨胀，但加息的幅度可能会减小。他们还认为，欧洲央行可能会继续加息，以应对欧元区的高通货膨胀。

🚀 **投资机会** Roger 和 Jacob 分享了他们对投资机会的看法。他们认为，投资者应关注大宗商品、新兴市场和科技行业。他们还建议投资者关注那些能够从全球经济增长中受益的公司，以及那些能够适应新兴技术发展的公司。他们认为，投资者需要保持谨慎，因为全球经济面临着许多不确定性。

🎧 **Hidden Forces 播客** Hidden Forces 播客是一档探讨经济、政治和社会议题的节目，由 Demetri Kofinas 主持。该节目邀请了来自各个领域的专家和学者，讨论全球最紧迫的问题。

🌎 **地缘政治与宏观经济的融合** 本集节目探讨了地缘政治与宏观经济之间的紧密联系。Roger 和 Jacob 认为，地缘政治事件会对全球经济产生重大影响，而经济变化也会反过来影响国际关系。他们认为，投资者需要关注地缘政治和经济因素的互动，才能做出明智的投资决策。

In Episode 292 of Hidden Forces, Demetri Kofinas speaks with Roger Hirst and Jacob Shapiro. Roger has spent over two decades on the equity derivative desks at various investment banks and is currently the Managing Editor of Real Vision Creative Studios. Jacob is Partner & Director of Geopolitical Analysis at Cognitive Investments and Founder and Chief Strategist of the business and political risk consulting firm Perch Perspectives. Both Roger and Jacob are part of a small and highly talented team of content creators at financial media company Lykeion, where they co-author a monthly research publication focused on the converging worlds of Geopolitics & Macro.

The first hour of today’s conversation is devoted to a discussion about the move from a unipolar world order to a multipolar one. The forces that are bringing that multipolarity about and its impact on global security, international trade and commerce are a key part of that conversation, as is Russia’s war in Ukraine and the future of the European Union. In the second hour, Roger and Jacob give their assessments on what all of this means for the global economy and the market opportunities available to investors. This includes a conversation about inflation, the bull case for commodities, investment opportunities in emerging markets, central bank policy, and much more.

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Episode Recorded on 01/02/2023