【世界の3つの戦場と、原油価格の行方】ドバイの平穏/膠着はいつまで続くか?/原油高騰で困るのは誰か/東欧の最終決戦/極東に迫る足音
▼Continue reading here (Published July 29th, 7:00 AM): • Video ━━━━━━━━━━━━━━━━━━━━ ▼【Listen while commuting/traveling】The PIVOT app is convenient ・Background playback (listen even with the screen closed) ・Download function (play offline) ・Audio playback (learn by listening only) All free|Download here↓ https://pivot.go.link/?adj_t=22fkln58... ━━━━━━━━━━━━━━━━━━━━ Earn miles with each viewing and apply for rewards such as book vouchers. ▼ Click here for this month's benefits: https://pivotmedia.co.jp/app/mile/ben... ▼ [Understand in 5 minutes] Click here for the "Article" and "AI Summary" of this video: https://pivotmedia.co.jp/launch_app?p... Guest Naofumi Tsukaguchi | Fund Manager After graduating from Waseda University's School of Political Science and Economics in 1997, he worked for a major Japanese bank-affiliated investment advisory company and Citibank before moving to BlackRock. He oversaw the global macro strategy fund and founded his own PPG in 2013. He manages funds for institutional investors from his base in Cyprus. Table of Contents 00:00 Middle East Situation and the Future of Oil Prices 08:05 The Ukraine War: Towards the Final Showdown 12:28 The Approaching Crisis of a Taiwan Contingency in the Far East 15:02 The Silicon Cycle and Japan's Current Position Thumbnail Photo: iStock #GeopoliticalRisk #OilPrices #SemiconductorCycle #MiddleEastSituation #UkraineWar #RussianEconomy #FarEastCrisis #TaiwanCrisis #SiliconCycle #Inflation #YenDepreciation #Macroeconomics #InvestmentStrategy #GlobalTurmoil #pivot
![[The Shelf Life of Bank Stocks] Taizo Sugimura asks, "Is it still okay to buy?" / Accounts with o...](https://i.ytimg.com/vi/aXcy9t0ka1s/hqdefault_custom_2.jpg?sqp=CODrotMG-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahg=&rs=AOn4CLAkk2bBKOe14jcf8iT8jL7FcWYEBA)
[The Shelf Life of Bank Stocks] Taizo Sugimura asks, "Is it still okay to buy?" / Accounts with o...
![[Why Trump's US "Cannot Win Against Iran"] Inflation Expected from Future Energy Pressure | Is Tr...](https://i.ytimg.com/vi/ECDVSlP0TrU/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoIqsWc0wYY4KgB&rs=AOn4CLAAb4pVzVJgkIrloMBHTZab5DnzKA&usqp=CBg)
[Why Trump's US "Cannot Win Against Iran"] Inflation Expected from Future Energy Pressure | Is Tr...
![[What is Defense Tech?] Why are they emerging in the US and expanding into Japan? / Reasons for t...](https://i.ytimg.com/vi/9SaTbXVJSIQ/hqdefault_custom_2.jpg?sqp=CODrotMG-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahg=&rs=AOn4CLBkO9rfd5Zm4TnWgAAX-Eeco54RJA)
[What is Defense Tech?] Why are they emerging in the US and expanding into Japan? / Reasons for t...

【Top 3 Worst Dietary Habits】The Dangers of Sugary Drinks / The Pitfalls of "Healthy Oils" / Don't...
![[Unstoppable Yen Depreciation] A "Cabinet Accelerating the Weak Yen" causing soaring prices!? The...](https://i.ytimg.com/vi/cTHMmdnBORQ/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoI9KWc0wYY4KgB&rs=AOn4CLAcJ0Z-dPlkP8_QaWzARUHgaExkWw&usqp=CBg)
[Unstoppable Yen Depreciation] A "Cabinet Accelerating the Weak Yen" causing soaring prices!? The...

【Reduce Stress in Just 5 Minutes Every Morning?】Ranmaru Is Convinced by the "Pro Way" to Rest Pra...
![[The Accelerating New War] US Military "Structural Transformation": An In-depth Analysis of the L...](https://i.ytimg.com/vi/jmECT7BJetw/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoItOid0wYY4KgB&rs=AOn4CLBjP99jySYu_hxK3oFc35dJ3VRDHQ&usqp=CBg)
[The Accelerating New War] US Military "Structural Transformation": An In-depth Analysis of the L...
![[Where Kioxia HD Stands Now] From Peak to Half Price / What’s Next for Kioxia HD!? / Who Tops the...](https://i.ytimg.com/vi/Jfy12dGAlww/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoInMub0wYY4KgB&rs=AOn4CLC01Gapf9RYHCqZ9s571fwe4aeygg&usqp=CBg)
[Where Kioxia HD Stands Now] From Peak to Half Price / What’s Next for Kioxia HD!? / Who Tops the...

Are Pension Accounts Being Automatically Linked to My Number? A Guide to Handling the Envelopes f...

【高市"消費税減税"が日銀を縛る】エコノミスト末廣徹/減税で「インフレ率は0」 遠のく利上げ/“牽制なき会見"が招く円安&介入警戒/FRBはタカ派の「ポーズ」継続か【The Priority】

Is "Lower Monthly Payments" a Trap? Explaining the Pros and Cons of a 50-Year Mortgage.

【他人に合わせず孤立もしない生き方はある】と説いた『社会契約論』/東大教授・宇野重規「これだけ真正面から人と社会を考えた本はない」/でもルソーは不器用すぎて現代なら毎日炎上している【ACADEMIA】
![[Is the Zenshin Bankruptcy Ushering in a "Digital Currency" Era?] Japan's Payment System Vulnerab...](https://i.ytimg.com/vi/wn_Rn_9ZTbc/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoI-6OM0wYY4KgB&rs=AOn4CLBp8YUXoT3Axlxnsso_A8pLe_4hWg&usqp=CBg)
[Is the Zenshin Bankruptcy Ushering in a "Digital Currency" Era?] Japan's Payment System Vulnerab...

【支持率下落】高市政権一強は崩れるか?消費税減税と内閣改造の行方は《石戸諭×山本期日前》
![[How Your Internal Clock Works: Why We Wake Up Earlier as We Age] What is Chronobiology? / Why a ...](https://i.ytimg.com/vi/UZTAEuorWqM/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoI79eN0wYY4KgB&rs=AOn4CLBd3lIZIMVv7FpFlYf_bKSgdMm6PA&usqp=CBg)
[How Your Internal Clock Works: Why We Wake Up Earlier as We Age] What is Chronobiology? / Why a ...

【AI依存で、底辺へ】生成AI=キャバクラ、お金がないと相手にされない/AI企業は現代の「地主」/無宗教は勘違い、あなたも「拝金教」信者/加速主義も存亡論も「くだらない」《知の怪物・佐藤優》

【岡崎良介】スターウォーズで解明「AI株は本物 or バブル?」C3PO & R2D2とAIの共通点から紐解く

Tom Lee: "We are Close to the Bottom"
![[Breaking Analysis: Approaching 164 Yen to the Dollar. Why the Yen’s Decline is Accelerating] Bac...](https://i.ytimg.com/vi/gb1wT3fHRLY/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahii85f_AwoI7quN0wYY4KgB&rs=AOn4CLDy0aXgZ1Z9g0RpN_tpXiVEx2juSg&usqp=CBg)
[Breaking Analysis: Approaching 164 Yen to the Dollar. Why the Yen’s Decline is Accelerating] Bac...

