Podcast Episodes
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Move Over, Big Oil – Here Comes Big Shovel
Season 1 Episode 102
Jacob welcomes Tomás Villalón Jr. on the podcast to talk about the geopolitics of metals. Tomás is on CI’s Innovation Advisory Board in addition to b…
2 years, 7 months ago
Forecast Revisited
Season 1 Episode 101
Jacob and Rob quickly discuss rumors of an imminent U.S.-Iranian deal that could allow 1 million bpd of Iranian crude to hit global markets, before c…
2 years, 7 months ago
Sucker’s Game
Season 1 Episode 100
Cousin Marko rejoins the podcast at long last! Jacob and Marko start off with a rousing disagreement on the Russia-Ukraine war and its import on glob…
2 years, 7 months ago
ARE YOU NOT ENTERTAINED??
Season 1 Episode 99
Jacob and Rob take a step back from the day-to-day melodrama of geopolitics and markets to talk about how they apply geopolitical insights to identif…
2 years, 7 months ago
Debate: The Future of Turkey’s Economy
Season 1 Episode 98
Emre rejoins the podcast for a third time, offering analysis on what turned out to be an anti-climactic Erdogan victory. From there, Jacob and Emre …
2 years, 7 months ago
No Cappuccinos After 11:30
Season 1 Episode 97
Jacob welcomes Alfonso Peccatiello from The Macro Compass back onto the podcast for a conversation about Italian eating rules, the debt ceiling (shou…
2 years, 7 months ago
Failed Breakout
Season 1 Episode 96
Rob and Jacob talk about a decisive week in equity markets and what it means for equity prices. They explore the “AI bubble” and how to separate sign…
2 years, 7 months ago
Preparing for Ukraine’s Counter Offensive
Season 1 Episode 95
Fan-favorite Sim Tack comes back onto the show to discuss the key issues to watch ahead of Ukraine’s counteroffensive. Sim and Jacob break down the s…
2 years, 7 months ago
Committing Geopolitical Suicide
Season 1 Episode 94
Kamran Bokhari of The New Lines Institute rejoins the show to offer insights on the deterioration of political stability in Pakistan…and why the situ…
2 years, 7 months ago
Thailand Election Analysis
Season 1 Episode 93
Jacob welcomes Phillip Orchard onto the podcast to analyze the results of Thailand’s recent elections. They go over the results, Phillip offers some …
2 years, 7 months ago