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
- 58
- Share
- 5.6%
- Shows
- 43
- Net sentiment
- −0.60
Up from 3.0% of episodes in the weeks before; net sentiment was −0.67.
Bullish 0Mixed 10Neutral 33Bearish 15
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 15
- Russian strikes on energy infrastructure, stalled talks and waning US support point to prolonged, worsening conflict.The PDB Situation Report | October 17th, 2026: Ukraine Is Taking the Fight to Russia's Critical Infrastructure & China's Growing Taiwan Threat · The President's Daily Brief · Oct 17
- Escalating Russian energy strikes and the Trump-Zelensky dispute point to prolonged war and uncertainty.PDB Afternoon Bulletin | October 16th, 2026: Houthis Launch Deadly Attack on Yemen's Presidential Palace & Trump–Zelensky Feud Escalates · The President's Daily Brief · Oct 16
- Russian grid strikes and disrupted satellite communications deepen Ukraine's vulnerability heading into winter.PDB Afternoon Bulletin | October 14th, 2026: Can Saudi Arabia Finally Defeat the Houthis? & Ukraine’s Starshield Restrictions · The President's Daily Brief · Oct 14
- Truce collapsed quickly with mutual escalation on energy and grid targets, signaling continued conflict risk.Crosswire — October 14, 2026 · Crosswire · Oct 14
- Starlink disruption and Russian strikes raise risk for Ukraine and push Europe toward costly sovereign alternatives.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Ukraine resumed attacks on Russian energy despite a US push for an energy ceasefire, raising escalation risk.Ukraine resumes strikes on Russian oil; Houthis attack Yemen’s presidential palace, and more · The World in Brief from The Economist · Oct 16
Show 9 moreShow fewer
- Black Sea ship attacks, grain export disruption and Russian diesel deal raise supply and sanction risks.Missiles, Diesel and the Working Week: The Price of Risk · The Economic DNA of Nations · Oct 16
- Risk of direct confrontation between Russia and NATO raises tail risk for markets and Europe.#424 | RÚSSIA, CHINA, IRÃ E EUA: O NOVO MAPA DA GEOPOLÍTICA EM 2026 · Market Makers · Oct 15
- US moves toward Russia and European drone incursions raise security risks and weaken Ukraine's position.Defense & Aerospace Daily Podcast [Oct 12, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 12
- Hosts criticize a deal easing Russia sanctions and the cutoff of Ukraine's defensive technology support.This Is Trump's Sinister Plot Against His Own Aide · Inside Trump's Head · Oct 16
- Ignatius criticizes the Russian diesel deal as undercutting Ukraine and sanctions, though he supports ending the war.David Ignatius on a World in Transition: Trump, Xi Jinping, AI & Global Power · A Charlie Rose Global Conversation · Oct 12
- Energy strikes, Starlink restrictions, and escalating military tensions raise risks for Ukraine and energy markets.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Hosts see the US curbing Starlink for Ukraine and Trump's Russia oil deal as alarming risks.Burnham: straight-talker or loose cannon? · Political Fix · Oct 16
- The diesel deal with Russia is described as a betrayal of Ukraine and a boost to an aggressor.Has Nvidia Become Too Big To Fail? · Prof G Markets · Oct 13
- He suggests Putin might use a nuclear weapon and argues the conflict is poorly handled by the West.Eric Weinstein: The Secret Alien Programs Nobody Is Talking About · The Diary Of A CEO with Steven Bartlett · Oct 12
Mixed 10
- Hosts debate Trump's diesel deal with Russia and Zelensky's diplomacy without a clear lean.Trump–Putin Diesel Deal, James Talarico Mental Hospital Claims | PBD #871 · PBD Podcast · Oct 12
- A US-Russia diesel deal could ease sanctions pressure, while Italy urges maintaining leverage over Moscow.Meloni Slams Diesel Deal, IMF Warns Debt Crisis Looms, Timor Leste Schools Close as Haze Brings Hazards, Yemen Conflict Strikes Aramco, and more... · World News Daily · Oct 16
- Renewed strikes on Russian diesel refineries and a US-Russia diesel deal create uncertain energy supply implications.UBS On-Air: Paul Donovan Daily Audio 'Peculiar US price increases' · UBS On-Air: Market Moves · Oct 15
- Speakers debate Ukraine's legitimacy and a US-Russia diesel deal that could ease sanctions.CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards · BTC Sessions · Oct 15
- Refinery attacks and possible export rebound make Russian diesel supply uncertain.Hormuz on edge, cautious signals beneath the surface. · Trade with Conviction · Oct 15
- A diesel sanctions easing and energy ceasefire have unclear effect on prices and peace prospects.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
Show 4 moreShow fewer
- Possible Russian diesel supplies could ease shortages but raise questions about Russian leverage.☢️ WATCHDOG NEWS — 10/14/2026 TWO STRAITS, ENERGY CRISIS, AND AMERICA’S POWER GRID UNDER PRESSURE · Watchdog News Report · Oct 14
- Russian diesel license eases supply somewhat, but hosts call the policy politically motivated and small in volume.Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 · Big Digital Energy · Oct 13
- A reported energy ceasefire and diesel supply deal could ease energy prices, but terms remain unclear.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Drone strikes on Russian refineries tighten fuel supply, while winter energy defense spending rises.THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
Neutral 33
- Factual reporting on escalating strikes on energy infrastructure and drone attacks, with no clear investing angle.October 16th, 2026: Ukraine Resumes Russian Oil Strikes & Moscow's Massive New Drone Base · The President's Daily Brief · Oct 16
- Trump's one-sided energy deals and Starlink limits strengthen Putin and weaken Ukraine's war effort.Kicking Kyiv: Trump’s doubtful deals · Economist Podcasts · Oct 14
- Discussion frames the sabotage campaign as tied to Russia's struggles in the war and Western support for Ukraine.Is Europe Ready for a Hybrid War With Russia? · Carnegie Politika Podcast · Oct 15
- Covers ceasefire talks, territorial demands and occupied-town conditions with no clear investing angle.NATO warns Russia amid escalating hybrid attacks from Moscow · Europe Today · Oct 13
- Discussed as the driver of Baltic and Nordic threat perceptions, with no investing angle.288 - Dr. Hunter Hustus: Deterrence on NATO’s Front Line · NucleCast · Oct 13
- Presented as a political conflict with no direct investing angle beyond fuel supply effects.Monday Brief: Did Trump and Putin Just Kill London’s Oil Game? · Promethean Updates · Oct 12
Show 27 moreShow fewer
- Covers Ukrainian drone strikes on Russian data centres and their effects, described factually.Did Ukraine Just Bomb the Russian Bots? · Patrick Boyle On Finance · Oct 18
- Covers battlefield events and drone attacks with no direct investing angle discussed.Russia's Jet Drones Force Ukraine's Layered Defence | Oct 16, 2026 · The AI War Brief · Oct 17
- Discussed as background to the Nord Stream disruption, with no clear investing angle.Russia And Germany: How Cozy Are These Enemies? Follow The Oil And Gas Money · Psychopath In Your Life with Dianne Emerson · Oct 17
- Discussed as a geopolitical conflict; energy effects on diesel supply are the main investing angle.Après Trump · Geopolitical Cousins · Oct 14
- Reported energy ceasefire proposal and continued strikes, with no clear resolution.Houthis attack Riyadh airport; Trump’s “energy ceasefire” between Russia and Ukraine, and more · The World in Brief from The Economist · Oct 12
- Russian sabotage, arson and cyber attacks across Europe are discussed factually, tied to battlefield struggles.PDB Afternoon Bulletin | October 13th, 2026: Xi Jinping's Plan to Make China a Superpower Is Backfiring & Russia's European Sabotage · The President's Daily Brief · Oct 13
- Reported ceasefire is unconfirmed, with ongoing strikes on power plants and data centers.The Rest of the World Report | October 12, 2026 — Morning Edition · The Rest of the World Podcast · Oct 12
- Covers the legal fallout of the Nord Stream sabotage case, reported factually without a clear investing angle.October 15th, 2026: Iran's Regime Is Preparing for a War That Could Break It & Ukrainian Officer Faces Trial · The President's Daily Brief · Oct 15
- Weidel argues for ending the war through peace talks and cutting German aid, debated with the interviewer.An interview with Alice Weidel · Economist Podcasts · Oct 15
- Discussed mainly as a backdrop to US-Russia diesel and gas deals and Ukrainian refinery attacks.Who Controls the World's Energy? Oil Pipelines, Baku, Russia, Germany -Worldwide Kill Box · Psychopath In Your Life with Dianne Emerson · Oct 15
- Russian influence and the Trump administration's dealings with Putin are discussed factually.Trump and the Autocrats: Our New Global Disorder| Michael McFaul (Stanford, former US Ambassador to Russia) · Civic Forum · Oct 13
- Covers Trump lifting Russian diesel restrictions and Zelensky's stance on strikes and an energy ceasefire.Donald Trump defends his Russian diesel plan; another missile hits Riyadh airport, and more · The World in Brief from The Economist · Oct 13
- Ukraine conflict is discussed as a lesson for Taiwan's defense planning, without market implications.Alexander Yui Tah-ray, Taiwan’s representative to US: We’re prepared for China to invade · The Interview · Oct 13
- Zelenskyy criticized Trump's Russian diesel deal and European leaders rallied behind Ukraine.A lousy week for tech stocks; Trump’s press secretary is out, and more · The World in Brief from The Economist · Oct 17
- Starlink access limits and energy infrastructure attacks were reported without clear investment lean.Rising American inflation; Starlink limits service in Ukraine, and more · The World in Brief from The Economist · Oct 15
- Discussed factually: Ukraine holds Kyiv, Putin fights on, and Western support must continue.Can the U.S. Still Lead in Today’s World? A Conversation with Jake Sullivan · Carnegie Connects · Oct 13
- Ukraine conflict is discussed as a case study showing the role of satellites, jamming and cyber attacks.You Can't Deter With Just a Shield: NATO's Space Gap, with MG (Ret.) Devin Pepper · The Future of GovCon · Oct 13
- Host argues US-Russia economic ties will grow as the Ukraine war persists, but offers no clear investment angle.Wake Up & Smell the Diesel · This Week in Geopolitics · Oct 12
- Zelensky alleges Starlink restrictions were a deliberate attempt to weaken Ukraine's drone defenses.Zelensky claims Starlink restrictions were deliberate; Protests flare up across France, and more · The World in Brief from The Economist · Oct 18
- Covered as a major story driving readership, without investment implications.The Brussels Beat: Henry Foy on Covering Europe's Capital (Pt. 2) · The Eurofile · Oct 16
- Claimed energy ceasefires failed; strikes on energy infrastructure continue on both sides.Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up? · Know Your Risk Podcast · Oct 12
- Discussion of NATO saber-rattling over the Baltics and Kaliningrad, and Russian energy supply deals.The Narrative Ep. 84: American Villain · Badlands Media · Oct 12
- Energy ceasefire announced but disputed, with Russia subsequently attacking Ukrainian power infrastructure.UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious' · UBS On-Air: Market Moves · Oct 12
- Ukraine's domestic drone production is cited as a model for rapid, low-cost military manufacturing.S15 EP185: Hour 2 - Why Ukraine Builds 5 Million Drones and America Cannot · The Erick Erickson Show · Oct 14
- Covered as war strategy and Russian oil and gas claims, with no clear investing angle.Delta Force Legend Reveals What War Really Does to a Man | PBD Podcast #873 · PBD Podcast · Oct 15
- Discussed as a geopolitical issue and peace-deal hopes with no investing angle.#2565 - Michael Douglas · The Joe Rogan Experience · Oct 14
- Mentioned in relation to Russian energy purchases and Trump's strategy toward Russia.Guests - Ava Chen, Beth Peterson, Thomas Trask · Winn Tucson · Oct 14
Around it
Shows that covered it most
- The World in Brief from The Economist6
- The President's Daily Brief6
- Defense & Aerospace Report2
- PBD Podcast2
- UBS On-Air: Market Moves2
- Economist Podcasts2
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