Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil.

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Timestamps:

(00:00) - Intro

(01:22) - Paulo’s view

(13:05) – US elections

(19:32) – Oil

(33:08)– China

(41:20) – Grains

(51:10) – Brazil

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Referenced in the Show:

Link to Paulo’s Substack: https://substack.com/@paulomacro

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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