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#205 - Akshar Patel: Caste, Hindutva, and India's Elections
Season 1 Episode 205
Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, …
1 year, 9 months ago
#204 - Weekly Update: Darth Fed
Season 1 Episode 204
Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scar…
1 year, 9 months ago
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
Season 1 Episode 203
Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death…
1 year, 9 months ago
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
Season 1 Episode 202
Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss Ch…
1 year, 9 months ago
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
Season 1 Episode 201
Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s…
1 year, 10 months ago
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
Season 1 Episode 200
What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of t…
1 year, 10 months ago
#199 - How to Avoid a U.S.-China War
Season 1 Episode 199
Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of dynamic realism before pivoting to…
1 year, 10 months ago
#198 - Brazil Under Water
Season 1 Episode 198
Rob is stuck in earnings hell, so you are treated to the dulcet tones of Jacob’s bass voice solo today. Jacob talks about the terrible flooding in Br…
1 year, 10 months ago
#197 - Weekly Update: China, France, and Steel
Season 1 Episode 197
Jacob and Rob are back at it for their weekly chat. They talk about the latest rumor that the Chinese government will prop up growth rates, explore w…
1 year, 10 months ago
#196 - Sanaa Kamal: A Voice from Gaza
Season 1 Episode 196
If you want to donate to Sanaa’s GoFundMe, here is the link: https://www.gofundme.com/f/help-the-kamal-family-escape-gaza
Jacob welcomes Sanaa Kamal, …
1 year, 10 months ago