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
- 32
- Share
- 3.0%
- Shows
- 27
- Net sentiment
- −0.72
Down from 3.3% of episodes in the weeks before; net sentiment was −0.67.
Bullish 2Mixed 1Neutral 14Bearish 15
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Refinery and energy infrastructure attacks keep Russian output and exports constrained, tightening global supply.Middle East supply concerns strengthen market for Russian oil · Oil Markets · Oct 1
- Ukrainian strikes on Russian refineries have cut Russian diesel exports, tightening global diesel supply.🚨 MIKE ARIZA: Is California’s Energy Agenda Helping China? The Refinery Crisis Threatening U.S. Military Readiness · Unleashing Intuition Secrets · Sep 30
Bearish 15
- Escalating missile and drone strikes on Kyiv and energy infrastructure point to worsening conditions for Ukraine.Fleeing Russians using Ukrainian civilians as 'human shields' in Kharkiv · Ukraine: The Latest · Sep 30
- Escalating Russian air attacks and a Patriot interceptor shortage signal worsening conflict and downside risk.Zelenskyy says Putin’s gloves are off · FT News Briefing · Oct 2
- Hosts argue a Russian test of Article 5 near Narva is increasingly plausible and NATO is weakened.RAAF F-35 parts wind up in China, Xi Jinping in USA, & Russia testing NATO? · Australian Defence Magazine Podcast · Sep 28
- Strikes on Kyiv bridges and spillover into Moldova signal escalating risk with no negotiated off-ramp.Crosswire — October 04, 2026 · Crosswire · Oct 4
- Russian propaganda accounts infiltrated the platform, showing ongoing information warfare tied to the war.Vladimir Putin's Forkiverse · Search Engine · Oct 2
- Interceptor shortages and intensified Russian drone strikes strain Ukraine's air defense and weigh on its position.Crosswire — September 29, 2026 · Crosswire · Sep 29
Show 9 moreShow fewer
- Russian hybrid attacks on European logistics and infrastructure pose a growing threat to NATO's readiness and stability.Planes, Trains, and Military Mobility: Strengthening NATO Through Critical Infrastructure Security · FDD Events Podcast · Sep 28
- Speakers expect the conflict to worsen, with escalating strikes and fractured Western unity.Defense & Aerospace Report Podcast [Oct 04, ’26 Business Report] · Defense & Aerospace Report · Oct 4
- Hosts see rising Russian threat to Europe and a planned US force drawdown as poorly timed.The Next Powder Keg Ready to Blow · Shield of the Republic · Sep 29
- Ukraine faces a difficult winter and interceptor shortages, with Russian strikes intensifying.Trump Meets Anthropic CEO; Rejects Iran’s Latest Offer · Balance of Power · Sep 28
- Shifted US support and munitions use from Iran are seen as hurting Ukraine.The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · The Prof G Pod with Scott Galloway · Oct 2
- Russian strikes on Ukraine's energy grid as winter begins threaten sustained blackouts and degraded air defense.Crosswire — October 01, 2026 · Crosswire · Oct 1
- Large Russian strikes on Ukraine's energy system ahead of winter raise infrastructure risk.Libre News of The World. Thursday 1st of October 2026 · Libre News of The World · Sep 30
- Escalating attacks on civilians and energy infrastructure raise risks to energy supply.UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly' · UBS On-Air: Market Moves · Oct 2
- Hosts say troop withdrawals from Europe weaken deterrence against Putin.Emergency Episode: Hegseth’s Quantico Manifesto · Shield of the Republic · Oct 1
Neutral 14
- Covers frontline drone operations, bounties, strikes and winter preparations without an investing angle.Russia Offers $20 Million to Find This Ukrainian · Daily Updates on Russian Invasion of Ukraine · Sep 28
- Factual reporting on Russian strikes, new drone weapons, and frontline losses without an investing angle.Russia launches new missile at Ukraine after losing 46,000 troops in September · Ukraine: The Latest · Oct 1
- Reported factually as human cost and battlefield experience, with no investing angle.Duped and deployed: the Kenyans fighting for Russia · The Slow Newscast · Sep 29
- Discussed factually as battlefield dynamics, drone warfare and strikes on civilian and refinery targets, with no clear investing angle.#495 — Foreign Policy for Sale · Making Sense with Sam Harris · Oct 1
- Russia's wartime adaptation and drone production are described as a serious ongoing threat.Reaganism with Chris Brose: Russia, Iran, and Laboratories of the Modern Battlefield · Reaganism · Sep 28
- Turkey's mediation and Black Sea posture are discussed factually, with no clear investing angle.How Türkiye Navigates a World of War · Pivotal States · Sep 28
Show 8 moreShow fewer
- Reported on factually: refinery strikes, Kremlin reporting bans and stalled peace talks.Daily Digest Sep 30: Trump Unveils America.gov Chatbot as Europe Attempts to Ease Pump Prices - Is X Money After the Banks? · Peak Prosperity · Sep 30
- Discussed as part of a linked confrontation, with China described as backing Russia's war effort.David Murrin: Surviving the Shocks and Brutality of the West's Arrogance · The Competent Investor · Sep 29
- Host warns Russian airspace incursions into Poland test NATO resolve.PENTAGON: Elon Musk Returns To Government · Philip Teresi · Oct 3
- Ukrainian drone-delivered e-bike story and comparisons to Russian and Ukrainian battlefield tactics.Tech Is Getting Smarter. War Is Still Messy. · Goat Rodeo · Oct 2
- Discussion focuses on Russia's war economy and the threat to Poland and the Baltics.Modern AI Merlins · Benny & The Squirrel · Oct 1
- Cited as the opening that drew North Korea and Russia closer together.Countering Asia's Axis of Authoritarianism · The Asia Chessboard · Sep 29
- Brief remarks on escalating conflict and European politics.Kontrarian Korner #156 - Ron Dodson · Kontrarian Korner · Oct 2
- Reports a Russian strategic bomber crash during a training mission, with no investing angle.Latest Iran Proposal Receives Offical US Response; Not Revealed + US Secretary of War Speech to Senior Military Officers at Quantico + Winning Week for Boeing Contracts; Grey Wolf / F/A-XX / F-15EX Eagle II · I - On Defense Podcast · Oct 2
Around it
Shows that covered it most
- Crosswire3
- Shield of the Republic2
- Ukraine: The Latest2
- The Prof G Pod with Scott Galloway2
- Australian Defence Magazine Podcast1
- Balance of Power1
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