Remapping Global Supply Chains

Rachel Ziemba makes her debut on the podcast to discuss what you missed at APEC while everyone was focused on Xi and Biden, prospects for growth in Venezuelan oil production, and why the market might be a little too sanguine about oil prices in 2024.

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Timestamps:

(00:51) – Argentina

(05:58) – Indonesia/APEC

(16:09) – Venezuela

(26:10) – Dark underbelly of the economy

(31:51) – Iran

(39:00) – Oil

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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