
Every week, Lucas and Luna track how geopolitical shocks — wars, sanctions, export controls, tariffs — actually move markets and reshape economic policy. Lucas anchors each episode in real-time data: yield curve shifts, currency volatility, commodity price spikes, and sector-level index moves from the past 48 hours. Luna pushes him to explain the mechanism: why a semiconductor export ban in one re... more
| Publishes | Daily | Episodes | 40 | Founded | 19 days ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

China's May shipments to the US hit a five-year high with 35% growth, driven by a tech export boom. Lucas and Luna unpack what this means for the trade deficit, the dollar, and global supply chains. They examine the shift from consumer goods to advan... more
Episode 39 of Geopolitics and Markets examines how major copper-producing nations are using export restrictions to control supply, and what that means for global infrastructure spending. With copper prices volatile and the energy transition demanding... more
Episode 38 of Geopolitics and Markets examines an abrupt disconnect: foreign investors have dumped billions of dollars in Korean equities this year, even as the Kospi index posted record highs. Lucas and Luna anchor the discussion in the June 8, 2026... more
The US trade deficit hit a new record in March 2026, even as the dollar weakened. Lucas and Luna explore why the classic export-boost from a falling dollar isn't materializing. They examine the role of global supply chains tied to the dollar, the imp... more
China's electric vehicle industry is poised to enter the U.S. market within a few years, even as tariffs and geopolitics create barriers. Lucas and Luna examine the covert and overt strategies—from third-country assembly plants to technology licensin... more
The US has tightened semiconductor export controls beyond China to include several other nations, aiming to prevent transshipment and technology leakage. Lucas and Luna break down the specific new rules targeting chipmaking equipment and advanced AI ... more
This episode of Geopolitics and Markets with Fexingo zeroes in on SpaceX's upcoming IPO — expected next week — and what it tells us about the intersection of private space, national security, and market risk. Lucas and Luna discuss how SpaceX's dual ... more
Gold has dropped 2.5 percent in the past five days to $4,361 per ounce, and mining stocks are getting crushed — the GDX ETF is down 8.1 percent. Lucas and Luna examine the disconnect: with missile tests in the Strait of Hormuz and a falling dollar in... more









Listeners, social reach, demographics and more for this podcast.
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Two journalists maintain a data-driven, macro-focused discussion on geopolitics and markets, tracing how shocks like wars, sanctions, export controls, and policy shifts reverberate through currencies, commodities, and investment landscapes. Episodes center on a single major story per week—ranging from Russia-Ukraine energy dynamics to US-China tech frictions and Iran-related risks—and anchor analysis in real-time data, while Luna pushes for mechanism and timeline clarity. The format blends rigorous numbers with practical implications for businesses and investors, highlighting how policy timelines and market expectations interact, and often mapping second- and third-order effects across inflation, supply chains, and asset prices. Noteworthy ... more
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this podcast launched 19 days ago and published 40 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Jeff Curry
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