Podcast Episodes

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Playing Golf (Probably) Won’t Make You a Better Investor
Playing Golf (Probably) Won’t Make You a Better Investor

Season 1 Episode 155

Jacob and Rob gather for a chat about the big Xi-Biden meeting on the sidelines of APEC and what it means for the future of the bilateral relationshi…

2 years, 4 months ago

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The Implosion of Ukraine
The Implosion of Ukraine

Season 1 Episode 154

Jacek and Jacob brave illness to reunite on the podcast. Jacek offers a gloomy perspective on the Russia-Ukraine war, an optimistic perspective on Po…

2 years, 4 months ago

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Something Rotten In The State of Ukraine
Something Rotten In The State of Ukraine

Season 1 Episode 153

Jacob is on the road and Rob is fresh off earnings season but that doesn’t stop them from churning out a pod on life’s most persistent questions. The…

2 years, 4 months ago

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Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil
Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil

Season 1 Episode 152

Come for Hafsa Halawa’s deep insight on the Israeli-Palestinian conflict from a regional point of view. Stay for her insight on the Sudanese civil wa…

2 years, 4 months ago

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Hard Times in the 21st Century w/ Helen Thompson
Hard Times in the 21st Century w/ Helen Thompson

Season 1 Episode 151

Professor Helen Thompson of Cambridge University joins the podcast to talk about her recent book. She traces three histories – geopolitical, economic…

2 years, 4 months ago

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Monopolies and Innovation
Monopolies and Innovation

Season 1 Episode 150

Jacob and Rob break down the Jerome's latest Fed announcement, inventory and manufacturing cycles, China's interesting new approach to semiconductors…

2 years, 4 months ago

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The Worst Is Over for Argentina?
The Worst Is Over for Argentina?

Season 1 Episode 149

Jacob welcomes Elohim and Ignacio back on the podcast for a much more upbeat discussion about Argentina’s future in light of last week’s surprising t…

2 years, 4 months ago

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Don’t Trust The Gurus
Don’t Trust The Gurus

Season 1 Episode 148

Jacob and Rob offer thoughts about U.S. macro out-performance and some concerning signals coming out of Europe. From there, they offer some thoughts …

2 years, 4 months ago

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Uncertainty and Ideology
Uncertainty and Ideology

Season 1 Episode 147

Jacob and Rob get introspective and take a step back from the day-to-day grind of the newsflow recently to talk about the rise of uncertainty, the im…

2 years, 5 months ago

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Turkey’s Perspective
Turkey’s Perspective

Season 1 Episode 146

Jacob welcomes Emre Dogru back on to the podcast to discuss Turkey’s view of the violence happening in the Middle East. Emre takes a break from eatin…

2 years, 5 months ago

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