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Immaculate Disinflation
Season 1 Episode 83
Rob is on vacation this week, but the pod never rests! Chase Taylor of Pinecone Macro Research and Bulwark Capital pinch hits for Rob. Jacob and Chas…
2 years, 9 months ago
Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24
Season 1 Episode 82
Jacob welcomes back Neil Townsend ahead of the GrainFox “Before You Grow” Event, where Neil and Jacob are both speaking. Together, Neil and Jacob try…
2 years, 9 months ago
Thriving In a Volatile Macro Environment
Season 1 Episode 81
Jacob and Rob take a step back and question some of their previous optimism about U.S. growth and the Chinese re-opening. They discuss the role of Ch…
2 years, 9 months ago
Emergency Episode: The Future of Israel
Season 1 Episode 80
Jacob tackles the historic protests in Israel head-on and offers a sober take on the future of the Jewish state.
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CI LinkedIn: https://www.linkedin.…
2 years, 9 months ago
Is Turkey Still a Democracy? (Fixed Audio)
Season 1 Episode 79
The answer might surprise you. Emre Dogru joins the show for the first time to discuss the economic and political impact of February’s tragic earthqu…
2 years, 9 months ago
Is Turkey Still a Democracy?
Season 1 Episode 79
The answer might surprise you. Emre Dogru joins the show for the first time to discuss the economic and political impact of February’s tragic earthqu…
2 years, 9 months ago
Inflation’s Much Exaggerated Demise + The Power of Soft Power
Season 1 Episode 78
It has been a deceptively quiet week in markets and geopolitics. Rob and Jacob give you the sober update you need on the SVB crisis and why they are …
2 years, 9 months ago
What is GPT, Why Should I Care? + The Future of Energy and Crypto
Season 1 Episode 77
Futurist and friend Garry Golden joins the podcast for a repeat appearance with an eye on how fundamental changes in technology will shape the coming…
2 years, 9 months ago
Spotting the Next SVB - 2024 and Beyond
Season 1 Episode 76
Jacob and Rob discuss what happened at Silicon Valley Bank – and why CI knew there was trouble in Silicon Valley as far back as May 2022. Rather than…
2 years, 9 months ago
Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations
Season 1 Episode 75
Jacob welcomes Kamran Bokhari back to the podcast for an emergency discussion on the normalization of Saudi Arabia-Iran relations announced in China …
2 years, 9 months ago