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
- 50
- Share
- 5.3%
- Shows
- 35
- Net sentiment
- −0.63
Up from 3.6% of episodes in the weeks before; net sentiment was −0.64.
Bullish 0Mixed 7Neutral 31Bearish 12
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 12
- Intensified Russian drone and missile strikes and stalled talks point to worsening conditions and prolonged conflict.Ukraine's Wartime Reality · Russian Roulette · Oct 23
- Escalating energy strikes and US pullback raise risks for Ukraine and prolong the conflict.Trump Turns on Ukraine · The Journal. · Oct 20
- Attacks on commercial shipping near Ukraine's export routes threaten grain flows and regional economic stability.PDB Afternoon Bulletin | October 23rd, 2026: Iran Threatens to Unleash Chaos Across the Middle East & Moscow Tests NATO's Limits · The President's Daily Brief · Oct 23
- Russian strikes on energy infrastructure and stalled peace efforts point to prolonged conflict and risk.October 20th, 2026: Trump–Zelensky Rift Deepens & Iran Tightens Hold Over Hormuz · The President's Daily Brief · Oct 20
- Russian drone incursions and attacks on shipping escalate the conflict near NATO territory.PDB Afternoon Bulletin | October 19th, 2026: Iran Helping Direct Houthi Attacks & Romania Downs Drones as NATO Threats Mount · The President's Daily Brief · Oct 19
- Continued Russian strikes and disrupted Starlink support point to worsening battlefield conditions for Ukraine.October 22nd, 2026: Armed Rebels Are Taking the Fight to Iran's Government & Suspected Iranian Spies in Britain · The President's Daily Brief · Oct 22
Show 6 moreShow fewer
- Hosts argue Trump has sidelined Ukraine and Russia is emboldened, threatening Europe.Why Trump Will Pay the Price for MAGA’s Vilest Ad · Inside Trump's Head · Oct 25
- Russian drone sabotage campaign against European logistics raises escalation and disruption risks.AI Rout Finds a Floor. For Now. · WSJ What’s News · Oct 23
- Russian drone incursions into NATO airspace raise escalation risk toward alliance conflict.Episode 771: Mid-OCT Free for All · Midrats · Oct 19
- US Starlink degradation and talk of Russia-led deals hurt Ukraine's defense and signal shifting alliances.Defense & Aerospace Report Podcast [Oct 23, ’26 Washington Roundtable] · Defense & Aerospace Report · Oct 23
- Easing sanctions on Russian diesel and LNG dependence raise energy risk for Europe.BTC Market Data, On-Chain Intelligence, Bitcoin Infrastructure | BMTV Oct. 21, 2026 · Bitcoin Magazine Podcast · Oct 21
- Proposed summit excluding Ukraine and sanctions reversal may prolong the conflict.10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · Squawk on the Street · Oct 19
Mixed 7
- Starlink disruption and Ukraine's strikes boost European defense demand but raise security uncertainty and US reliability concerns.Defense & Aerospace Daily Podcast [Oct 19, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 19
- Renewed trilateral peace talks offer hope, but fighting continues and the outcome remains uncertain.Chinese Premier Li Qiang meets with Russian President Vladimir Putin · Global Business · Oct 22
- Rosatom's chief highlights Russian enrichment leverage, while Western sanctions push demand for Western uranium supply.October 20, 2026: Contracts come before new mines · Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World · Oct 20
- Putin reportedly pushes a three-way summit excluding Ukraine, raising concern over a deal favoring Moscow.Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26 · The Exchange · Oct 19
- Ukrainian refinery strikes tighten diesel; hosts debate Trump-Zelensky tensions and leverage.Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 · Big Digital Energy · Oct 20
- Putin's proposed summit without Zelensky may stall without European involvement, but Europe's tanker boardings add complexity.MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France · Macro Voices · Oct 22
Neutral 31
- Factual reporting on US-Russia diplomacy and Europe's shrinking ability to sustain Ukraine's defense.Cash test: can Europe support Ukraine alone? · Economist Podcasts · Oct 21
- Reported Russian sabotage campaign against NATO supply lines is covered factually with no direct investing angle.PDB Afternoon Bulletin | October 21st, 2026: Putin Personally Ordered Attacks on NATO Countries & Turkey Prepares Saudi Deployment · The President's Daily Brief · Oct 21
- Assessed factually: Ukraine has halted Russian offensives, but Russia has achieved no strategic objective yet.Is the U.S. Learning Fast Enough? Lessons from the Ukrainian Front Lines · The Last Line of Defense · Oct 21
- Reports on intelligence sharing, strikes on energy and industrial sites, and peace talks hopes.Zelensky says America has restarted intelligence sharing; more protests in France, and more · The World in Brief from The Economist · Oct 19
- Discussed factually as military developments and leverage, with no direct investing angle.WarTalk: Kofman on Starlink + What Ukraine Can Teach the U.S. Military · ChinaTalk · Oct 25
- Discussed factually as sanctions easing and renewed peace-talk efforts with no direct investing angle.Washington Weekly Podcast: Election Day countdown, Geopolitics, Fraud awareness · UBS On-Air: Market Moves · Oct 22
Show 25 moreShow fewer
- Putin agreed in principle to US-brokered talks; Ukraine has not confirmed participation, so outcome is uncertain.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
- Discussion covers Ukraine's drone interception, ground robot logistics and Western components found in Russian drones.Ukraine Claims 50% Jet Shahed Kills; Laser Trucks | Oct 21, 2026 · The AI War Brief · Oct 22
- Reports on intelligence sharing and stalled peace talks are presented factually without a clear investing angle.Ukraine says US intelligence is back; SpaceX revenues soar, and more · The World in Brief from The Economist · Oct 21
- Ceasefire dates conflict and Starlink throttling is blamed on others, with no clear investor-facing resolution.Crosswire — October 24, 2026 · Crosswire · Oct 24
- Trump's stance on Ukraine and deal-making with Putin is described factually, with critical commentary.This Is the Sordid Reason Trump Bows to Putin · Inside Trump's Head · Oct 23
- Reports on Trump's openness to meetings and US intelligence-sharing dispute, with no clear investment angle.Trump open to Putin-Xi meeting; France enforces curfews, and more · The World in Brief from The Economist · Oct 20
- Diesel waiver discussed as a sanctions and wartime energy-supply policy with legal disputes, not a clear market call.U.S.-Russia Diesel Deal, Europe-China Hybrid Vehicle Agreement, and Tariff Refunds · The Trade Guys · Oct 19
- Discussed factually as sanctions policy, Russian diesel deal, and satellite maneuvering, with no clear investing angle.October 19th, 2026: Europe Erupts in Riots & Trump Delays Russia Sanctions · The President's Daily Brief · Oct 19
- Discussed as a security question for Europe, with Ukrainian victory framed as key to stability.Martin Wolf on the US midterms: What’s at stake for the world? · FT News Briefing · Oct 24
- Reports a humanitarian ceasefire in Oleshky mediated by the First Lady, described factually.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Discussed factually as ongoing negotiations and sanctions policy, with no clear investing angle.Has the U.S. lost air dominance in the Mideast? · Threat Status · Oct 23
- Reports on Russian strikes on Kyiv and Ukraine's need for air defense, without an investing angle.October 22, 2026 - PBS News Hour full episode · PBS News Hour - Full Show · Oct 22
- Russia's threat to Europe and the Ukraine negotiations are background to the security debate.Is NATO Still Europe’s Best Bet? · Europe Inside Out · Oct 21
- Hosts criticize Trump's executive order exempting Russia from sanctions and question his stance on Zelensky.Your Colon Is The Real Victim · Armstrong & Getty On Demand · Oct 19
- Diesel export relief from Russia is small relative to US consumption and faces legislative and veto hurdles.US Elections, Uber Assault Cases, SALT Cap · Votes & Verdicts · Oct 23
- Russian hybrid warfare is discussed as a plausible but unproven explanation for the European drone activity.The Lakenheath drone incursions | Reality Check · Reality Check with Ross Coulthart · Oct 21
- Covers US policy toward Ukraine and European purchases of Russian energy in factual terms.Vance's CBS Town Hall | Slotkin's 'Deterrence Message' | France Erupts | 10/19/26 · The A.M. Update · Oct 19
- Russia and Ukraine kept exchanging attacks while Putin agreed to join American-brokered talks.Tech stocks wobble; Russia and Ukraine exchange attacks, and more · The World in Brief from The Economist · Oct 23
- Russian trawlers and submersibles reportedly mapping and training to disable critical undersea cables.October 23rd, 2026: Israel Sends Dozens of Fighter Jets Toward Iran & Russia's Secret Cable Surveillance · The President's Daily Brief · Oct 23
- Discussion of possible Trump-Putin-Xi talks and Ukraine exclusion, framed diplomatically without investing implications.Unrest in Europe & LeBron’s Season Debut 10/20/26 · Squawk Pod · Oct 20
- Reports of proposed Putin-Trump-Xi talks and paused sanctions were reported without a clear investing lean.Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 · Squawk Pod · Oct 19
- New Russian strikes on Ukraine reported, with diplomatic talks ongoing.Premier Li calls on SCO to shoulder historic responsibility · The World Today · Oct 21
- Starlink disruptions forced Ukraine to scale down drone operations before service returned.Largely peaceful protests in France; Iran’s “advanced” plans to kill Americans, and more · The World in Brief from The Economist · Oct 25
- US envoy met Putin about restarting Ukraine negotiations and a possible summit.Elon Musk’s $3.6tn gamble to merge SpaceX and Tesla · FT News Briefing · Oct 22
- Discusses the Trump-brokered prisoner release and speculation about Russian leverage over US policy.Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 21
Around it
Companies named
- SpaceX 6
- Lockheed Martin 2
- Northrop Grumman1
- Rheinmetall 1
- Saab Group1
- Rosatom1
Shows that covered it most
- The President's Daily Brief7
- The World in Brief from The Economist6
- Defense & Aerospace Report2
- Squawk Pod2
- FT News Briefing2
- Inside Trump's Head2
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.
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