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
- 26
- Share
- 2.6%
- Shows
- 26
- Net sentiment
- −0.58
Down from 3.1% of episodes in the weeks before; net sentiment was −0.69.
Bullish 2Mixed 1Neutral 14Bearish 9
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Ukrainian strikes on Russian refineries are cutting diesel exports and tightening refined product supply.How China Changed the Oil Market—and the Iran War · The Long Game with Jake Sullivan and Jon Finer · Oct 8
- Strikes on Russian refineries and tankers tighten diesel and oil supply, supporting energy prices.Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 · Power Lunch · Oct 7
Bearish 9
- US deal for Russian diesel and Ukrainian refinery strikes raise tanker-security and tension risks.Intel Update - Oct. 10 - Digging Deeper · S2 Underground · Oct 11
- Speakers see Ukraine losing ground and growing European energy and economic damage from the war.Houthis at the Gates | Iran's Hormuz Game | NATO Eyes Kaliningrad · Conversations Among The Ruins · Oct 7
- He sees escalating war risk and NATO tensions as threats to Europe's economy and stability.Martin Armstrong #1468 · Coffee and a Mike · Oct 6
- Escalating Russian strikes and the US diesel deal raise pressure on Europe and Ukraine, with unclear resolution.Defense & Aerospace Report Podcast [Oct 11, ’26 Business Report] · Defense & Aerospace Report · Oct 11
- Intensified drone and missile strikes on energy and industrial sites signal no near-term ceasefire.Iran Strikes Before Midterms? Yemen Punishing KSA, East Africa Regional War, Oil Crisis Update, & MORE! WWN Ep. 185 · World War Now Podcast · Oct 11
- Host argues US deal supplying Russian oil shifts policy against Ukraine and sanctions, a risk to markets.Politics Chat, October 9, 2026 · Politics Chat · Oct 10
Show 3 moreShow fewer
- Strikes on Ukrainian grid and European gas risks raise winter energy costs and inflation.THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- Drone strike damaged a Yandex data center, with possible temporary service disruption and uncertain lasting impact.Weekly Recap: Nuclear Deals, Grid Costs, and Who Pays — October 10, 2026 · Concrete Compute · Oct 10
- Hosts see Russian plague lab incident and Putin's rhetoric as escalating threats.Nike in Freefall, OpenAI Fires Spies, & G7 Dumps 100M Barrels | PBD #867 · PBD Podcast · Oct 5
Neutral 14
- Discussed factually as the context for sanctions; the episode weighs effectiveness rather than investment outcomes.S9 Ep58: Not wearing Prada · VoxTalks Economics · Oct 9
- Zelensky's disclosure of North Korean POWs and North Korean troop deployments to Russia's war effort.Brewing Korea Crisis? Mines, Missiles, & POWs · The Impossible State · Oct 9
- Discussed factually as the context driving Russia's foreign policy shifts, with no investing angle.Russian Roulette LIVE: Putin's Global Campaign to Defeat the West with Hanna Notte · Russian Roulette · Oct 7
- Covers stalled peace talks and a US-brokered diesel deal with Russia, reported factually.Report: US Preparing for Intensive Strikes on Iran + US Army M8 Carbine Fielding Starts in December + US Army Activates 4th Multi-domain Task Force · I - On Defense Podcast · Oct 10
- Russian bioweapons program and lack of transparency discussed factually, with no direct market implication.Saving your bacon: healthy-eating policy evolves · Economist Podcasts · Oct 9
- Discussed as strategic context and Russian desperation, without a clear investment angle.Victor Davis Hanson: Why Is Trump Being Blamed for This Cornell Scandal? · Victor Davis Hanson: In His Own Words · Oct 9
Show 8 moreShow fewer
- Lessons from Ukrainian drone and deep-strike innovation and Russian mass drone attacks.Brian Schimpf: Drone warfare is changing everything · Make It Make Sense · Oct 6
- Ukrainian battlefield lessons on drone economics shaped the company's founding and design philosophy.How Mass-Produced Drones Are Changing the Economics of Air Defense · Aerospace & Defense Technology · Oct 9
- Active managers who sold Russian bonds before the invasion avoided losses that passive index holders suffered.Investors Know What Not to Do in Emerging Markets. But They Keep Doing It Anyway. · In Conversation with Julie Segal · Oct 8
- Ukraine's drone tactics are discussed as lessons for US military transformation.Hegseth’s Grand Plan for the Military Raises Major Red Flags · Bulwark Takes · Oct 7
- Ukraine's drone innovation and deep strikes on Russian infrastructure illustrate evolving asymmetric warfare.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
- Mentions Ukraine support and Russian hybrid warfare on Moldova in the context of leadership.The women against the strongmen · Cosmopolitics by Elise Labott · Oct 5
- Mentioned as a goal of Russian influence campaigns against pro-Ukraine candidates.Will There Be Meddling in the Midterms? · The President’s Inbox · Oct 7
- Russian government secrecy about the lab death is discussed without any market implication.RUSSIA’S PLAGUE LAB, A CHINA SPY ARREST & FRESHMEN HEADING HOME · Gary and Shannon · Oct 5
Around it
Companies named
- Apple 1
- Prada1
- Renault1
- Starbucks 1
- Nike 1
- Yandex1
Shows that covered it most
- Cosmopolitics by Elise Labott1
- Gary and Shannon1
- PBD Podcast1
- The ELEVEN: US Markets1
- Coffee and a Mike1
- Make It Make Sense1
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.
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