Geopolitics and Policy
Russia-Ukraine war
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 35
- Share
- 3.3%
- Shows
- 31
- Net sentiment
- −0.67
Bullish 2Mixed 3Neutral 14Bearish 16
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
Bearish 16
- Speaker argues continued war is suicidal, with mounting casualties, depopulation and economic ruin.Zelensky’s Press Secretary Returns From Exile With a Message for the Tyrant · The Tucker Carlson Show · Sep 25
- Ukrainian strikes on Russian refineries are seen as spiking diesel prices and prolonging escalation.Gas Prices Skyrocket, Trump Freaks Out & His Powerlessness Is Exposed: The True War Agenda Revealed · The Tucker Carlson Show · Sep 24
- Escalation risk, Ukrainian collapse, and possible limited missile or drone war are seen as growing dangers.Call Time At The Casino: Europe's Bad Bets Come Due · Multipolarity · Sep 24
- Russia's economic attacks on Ukraine are escalating and a negotiated end looks distant.Taiwan’s Slow Squeeze, Ukraine’s Long War · GoodFellows: Conversations on Economics, History & Geopolitics · Sep 23
- Strikes on Russian refineries and diesel tightness raise global fuel supply risk and potential unrest.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle · Macro Voices · Sep 24
- The US is slow to learn from Ukraine, with procurement and policy hindering fielded drone updates and lessons sharing.Ep 18 – You Don't Have a Weapon, You Have a Toy: Eveline Buchatskiy on Ukraine's Defense Tech · Ukraine Military History · Sep 21
Show 10 moreShow fewer
- China is described as enabling Russia's war, adding to geopolitical risk for Western interests.Americano: the truth about Xi & Trump’s summit · Best of the Spectator · Sep 27
- Guest predicts an escalation involving Poland and Kaliningrad, with Europe facing chaos.Kontrarian Korner #154 - LTC Steven Murray · Kontrarian Korner · Sep 23
- Escalation and lack of negotiation raise regional and economic risks for Europe.Europe's Crisis of Competence Revisited & Germany's Political Crisis with The Brawl Street Journal · In the Company of Mavericks · Sep 22
- Stalled negotiations and escalating drone and missile strikes suggest no near-term end to the war.Trump Claims “The Spoils” at the U.N. · Shield of the Republic · Sep 23
- Ongoing conflicts risk escalation and Russia's dominance in grain exports adds to global food security concerns.If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway · The Master Investor Podcast with Wilfred Frost · Sep 22
- Russia's economy is described as brittle and heavily dependent on Chinese support.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Commodity and cereal disruption from the war is cited as exposing fragile food supply chains.The Green Revolution has failed Africa · Farm Gate · Sep 22
- Escalation fears in Europe and the conflict's worsening weigh on sentiment for the region.Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference · At Any Rate · Sep 22
- Ongoing war drains energy resources and raises NATO escalation risks.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
- Ukrainian drone strikes on Russian energy infrastructure disrupt refined product supply.MOVE more important than VIX · Saxo Market Call · Sep 21
Mixed 3
- Ukrainian strikes on Russian refineries and European war preparations raise escalation risk with uncertain outcomes.An Energy Crisis & A Global Economic War · This Week in Geopolitics · Sep 21
- Ukraine's drone strikes and resilience contrast with dwindling American military support.Fareed Zakaria on America’s Retreat from the World · The Prof G Pod with Scott Galloway · Sep 24
- Limited energy and grain ceasefire talk is floated, but Russia rejects pausing its fighting.Iran's Pres. at UN calls Pres. Trump a bully and says Iran will never 'bend the knee' | Chinese Pres. arrives in DC for state visit | AI company CEO's brief UN Security Council · Washington Today · Sep 23
Neutral 14
- Discussed factually as an ongoing conflict with no direct investing angle beyond energy effects.An Exclusive Interview With Ukraine’s President Zelensky · The Journal. · Sep 23
- Factual analysis of Russian escalation risk and Western support; little direct investing angle discussed.Shashank Joshi on Why Russia Won't Invade NATO—Yet · The Good Fight · Sep 23
- The conflict and front-line dynamics are the core context of the discussion.Inside Ukraine's Drone War: Maj. "Phoenix" of Lasar's Group · Eye On A.I. · Sep 21
- Peace talks are warm but thin, with only a proposal and endorsement, no concrete deal or Kremlin response.Crosswire — September 23, 2026 · Crosswire · Sep 23
- Discussed as context for Russian intelligence activity, with no investing angle.How I fell in love with a Russian spy · The Slow Newscast · Sep 25
- Reports on Ukrainian strikes on Russian refineries and proposed energy strike pauses.President Trump to Address UN General Assembly on Tuesday + UK RAF to Provide Air Refueling Support to Saudi Arabia + US Army Contracts Precision Strike Missile Inc 2 · I - On Defense Podcast · Sep 22
Show 8 moreShow fewer
- Russian strikes on data infrastructure and talks hedging are reported without a clear investing angle.Crosswire — September 26, 2026 · Crosswire · Sep 26
- Danish intelligence warns of Russian hybrid operations and false-flag drone attacks using Ukrainian airframes.Navy Builds Robot Warfare Command, Lattice Goes Live | Sep 25, 2026 · The AI War Brief · Sep 25
- Lukoil asset sale stems from US sanctions on Russia's oil companies, discussed factually.Will Trump and Xi extend their trade truce? · FT News Briefing · Sep 23
- Stubb expects a Ukrainian defense victory eventually, though peace timing is uncertain.President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump · In Good Company with Nicolai Tangen · Sep 23
- Ukraine's artillery needs drove the emergency funding and the rushed contracting decisions.Fiasco in the Factory: Taxpayers Funded a $533 Million Artillery Plant That Made Nothing · ProPublica Narrated · Sep 25
- Describes stalemate and casualties on the Ukrainian front factually.#342 Garand Thumb - SERE Specialist on Surviving the Most Dangerous Places on Earth · The Shawn Ryan Show · Sep 24
- Russian airspace incursions into Poland and Ukrainian cyber defense highlight hybrid pressure on Europe.Crosswire — September 24, 2026 · Crosswire · Sep 24
- Cited as a trigger for Khan's ouster after he refused to back US positions on Ukraine.Pakistan under seige - Fight U.S. imperialism, free Imran Khan! with Rizwana & Comrade Eibhlin · SpartTalk · Sep 27
Around it
Companies named
Shows that covered it most
- Crosswire3
- Macro Voices2
- The Tucker Carlson Show2
- Eye On A.I.1
- Saxo Market Call1
- This Week in Geopolitics 1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial