Podcast Episodes
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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, 11 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…
3 years 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 …
3 years ago
Egypt Shouldn't Be Doing Well... But It Is?
Season 1 Episode 74
Jacob and Rob discuss the Fed resuming its previous hawkishness and tease out underappreciated areas of the economy where more expensive capital coul…
3 years ago
Crosspost: How does the Russia-Ukraine war end? w/realagriculture
Season 1 Episode 73
This episode is a crossover episode with realagriculture! RealAg Radio host Shaun Haney and Jacob sit down for an in-depth discussion on the factors…
3 years ago
Long Wheat, Short Soy
Season 1 Episode 72
Rob and Jacob breakdown China’s shockingly good PMI data and what it will mean for inflation and U.S. dollar strength. From there, they look closely …
3 years ago
Debating China’s Rise
Season 1 Episode 71
Jacob welcomes Emily de La Bruyère on to the podcast for a robust debate about China’s global intentions and the future of U.S.-China relations. In a…
3 years ago
Inflation Expectations
Season 1 Episode 70
Jacob and Rob give a brief recap on market developments and how to think about rising inflation expectations. From there, they pivot (get it?) to dis…
3 years ago
Measuring the Apex of Modern Industrial Society
Season 1 Episode 69
How do we measure a society's ascent into modernity? Is it their ability to make cars or manufacture their own vaccines?
If they lose these abilities…
3 years, 1 month ago
Cousin Marko: Balloons, Ukraine, and Kyrie Irving
Season 1 Episode 68
Marko Papic is back! Kyrie Irving got traded to the Mavs and it's confusing/upsetting/underwhelming. The Biden Administration is using their most exp…
3 years, 1 month ago