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Extrapolating Doom
Season 1 Episode 175
Rob is busy trying to get French citizenship, so favorite-guest Chase Taylor from Pinecone Macro joins the podcast to talk U.S. macro, oil and natura…
2 years, 1 month ago
Dams and the Rio Grande
Season 1 Episode 174
Caroline Eaton Tracey joins the podcast to offer a thoughtful perspective on the Rio Grande River based on her recent article in The New York Review …
2 years, 1 month ago
Confusion
Season 1 Episode 173
Better late than never! Jacob was on the road this week so instead of recording on Thursday they had to record on Friday. The theme of the episode mi…
2 years, 1 month ago
The Blood of the Martyrs
Season 1 Episode 172
Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which is the death of three U.S. soldiers in a dron…
2 years, 1 month ago
What's Happening (Right Now) With the Weather?
Season 1 Episode 171
Jacob welcomes weather expert Daryl Ritchison back on the podcast to discuss his 2023 hits and misses, his 2024 outlook, and to dive deep into questi…
2 years, 1 month ago
Friction
Season 1 Episode 170
Jacob and Rob power through a difficult week to offer insights on how Chinese industrial policy is shaping the world. They explore how the semiconduc…
2 years, 1 month ago
Trouble in the Red Sea, logistics snarls, China, and the U.S. election
Season 1 Episode 169
Crosspost with Sean Hanney's Frontlines from RealAgriculture!
Up for discussion in this episode:
Skirmish in the Red Sea — the U.S. is working to stop …2 years, 1 month ago
What the Media Missed This Week
Season 1 Episode 168
Jacob and Rob tackle conflicting narratives about oil prices before diving deep into geopolitical and market issues in China and France. They close b…
2 years, 2 months ago
Retrospectives and Predictions for the Ukraine War
Season 1 Episode 167
Sim returns to the podcast to talk about the successes and failures of Ukraine’s military forces and what the future looks like in the Russia-Ukraine…
2 years, 2 months ago
Cocaine and the Catholic Church
Season 1 Episode 166
Jacob and Rob take a deeper look at a recent World Bank study that purports to show how countries can increase investment…and in so doing reduce pove…
2 years, 2 months ago