Podcast Episodes
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The Next 12 Months of War in Ukraine
Season 1 Episode 67
Jacob welcomes back fan-favorite Sim Tack to discuss the future of the war in Ukraine. The next 12 months (assuming it will last that long) are going…
3 years, 1 month ago
Human Capital
Season 1 Episode 66
What happens when you have wage growth inflation, a consistently shrinking workforce, historically low unemployment, and surging investment from the …
3 years, 1 month ago
China's Balloon Boondoggle
Season 1 Episode 65
What the heck is up with these Chinese Balloons?
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Timestamps:
(0:00) - Balloons
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
C…
3 years, 1 month ago
What is Nuclear Fusion and Why Does It Matter So Much
Season 1 Episode 64
Myles Stapelberg, a graduate student at MIT in the Plasma Science and Fusion Center and a member of CI’s new Innovation Advisory Board, joins the pod…
3 years, 1 month ago
Asynchronous Waves
Season 1 Episode 63
Rob and Jacob start off with a general overview of this previous week in macro, then turn to what might be in store for the future. Afterwards, they …
3 years, 1 month ago
US-China Relations with David Firestein
Season 1 Episode 62
Jacob is joined by David Firetsein, inaugural president and CEO of the George H. W. Bush Foundation for U.S.-China Relations. They discuss David’s pr…
3 years, 1 month ago
Peru Crisis + The Many Lefts of Latin America
Season 1 Episode 61
Elohim Monard rejoins the podcast and pinch-hits for Rob’s usually weekly slot to address the ongoing and escalating deterioration of political stabi…
3 years, 1 month ago
What is the Future of the EU?
Season 1 Episode 60
Dario Fabbri comes back to the CD pod to talk with Jacob about the future of the European Union, Russia/China, and the political instability rocking …
3 years, 1 month ago
Dealing with Uncertainty
Season 1 Episode 59
Jacob and Rob get a little introspective this week, using developments in China and Vietnam to talk about how to think about the world and the strugg…
3 years, 1 month ago
The Geopolitics of Macro in 2023
Season 1 Episode 58
Jacob is joined by Alf and Andreas of The Macro Trading Floor to discuss the increasingly intersecting worlds of macro and geopolitics in 2023. Alf …
3 years, 2 months ago