Podcast Episodes

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Sucker’s Game
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…

3 years, 1 month ago

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ARE YOU NOT ENTERTAINED??
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…

3 years, 1 month ago

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Debate: The Future of Turkey’s Economy
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 …

3 years, 1 month ago

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No Cappuccinos After 11:30
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…

3 years, 1 month ago

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Failed Breakout
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…

3 years, 1 month ago

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Preparing for Ukraine’s Counter Offensive
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…

3 years, 1 month ago

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Committing Geopolitical Suicide
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…

3 years, 1 month ago

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Thailand Election Analysis
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 …

3 years, 1 month ago

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Geopolitical Flux  -> Market Turbulence
Geopolitical Flux -> Market Turbulence

Season 1 Episode 92

It’s been a wild week in geopolitics and markets, but Jacob and Rob have got you covered. They discuss the slew of developments this week for the fir…

3 years, 1 month ago

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Turkey’s Election Results – Rapid Reaction
Turkey’s Election Results – Rapid Reaction

Season 1 Episode 91

Jacob welcomes back Emre Dogru to discuss their reaction to Turkey’s surprising election results. What does it mean for investors and the region, and…

3 years, 1 month ago

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