Podcast Episodes
Back to Search
Black Sea Grain Collapse
Season 1 Episode 115
Jacob offers some thoughts on Russia’s decision to withdraw from the Black Sea Grain Initiative and analysis on Russia’s threats to bomb ships headed…
2 years, 8 months ago
Erdogan, Hotdogs & AI
Season 1 Episode 114
Jacob and Rob briefly analyze the latest inflation data from the U.S. before exploring major geopolitical news (Turkey’s about face on Sweden’s membe…
2 years, 8 months ago
Sim Tak's War Update + African Deterioration
Season 1 Episode 113
Sim Tack rejoins the podcast to discuss current developments in Ukraine’s counteroffensive. He and Jacob discuss theories on wtf is happening in Russ…
2 years, 8 months ago
Multipolar Mineral Greed
Season 1 Episode 112
No guests this week – Jacob takes a step back to talk about the most important geopolitical development of the week, China’s decision to impose expor…
2 years, 8 months ago
The Stories We Tell Ourselves
Season 1 Episode 111
Rob and Jacob talk about why U.S. economic data continues to surprise to the upside and what it portends for the stock market. From there, they have …
2 years, 8 months ago
Water We Doing??? More Freshwater Talks with Peter Mayer
Season 1 Episode 110
Peter Mayer rejoins the podcast to discuss the recent deal between California, Nevada, and Arizona to reduce their water usage from the Colorado Rive…
2 years, 8 months ago
Economic Storms Ahead - Chase Calls a Recession
Season 1 Episode 109
Jacob welcomes Chase Taylor, the wizard behind Pinecone Macro Research, back to the podcast to discuss why he thinks a U.S. recession is near (and wh…
2 years, 8 months ago
The End of Russia (Part II)
Season 1 Episode 108
Jacob and Cousin Marko try to make sense of what just happened in Russia over the last 36 hours…and what is going to happen next. They tackle the tim…
2 years, 8 months ago
The End of Russia (A Russian Civil War?)
Season 1 Episode 107
Jacob Shapiro hops on the mic for an emergency episode to discuss WTF is happening in Russia. Yevgeny Prigozhin, leader of the Wagner mercenary group…
2 years, 8 months ago
Cash is King and Cars are Dumb
Season 1 Episode 106
Rob is back from vacation and here to provide insights on the UK’s surprising inflation print and why CI believes inflation could be more stubborn th…
2 years, 8 months ago