Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences

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About this podcast

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 region cascades into inflation forecasts in another, or how an oil embargo changes central-bank rate paths months before the official statement. Together they dissect one major story per episode — the Russia-Ukraine energy war, the US-China chip war, the new sanctions regime on Iran, the economic consequences of NATO expansion — and always tie it back to the numbers. This is not punditry or opinion theatre. It is two journalists reading the same public data you can see and showing you what it means. The listener is someone who already follows global affairs but needs a calibrated, data-driven second opinion before making their own investment or business decisions by Friday. Lucas brings the macro framework; Luna brings the on-the-ground human cost and the policy timeline. By the end, you will know what the market has priced in, what it has not, and which piece of news tomorrow could crack the whole story open.