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The Geopolitics of Metals + Shorting the Euro
Season 1 Episode 57
We're usually pretty bullish on the EU, but this week some interesting data points were released that made us rethink our usual Euro decisions. Jacob…
3 years, 2 months ago
Analysis: Brazilian Capitol Riots
Season 1 Episode 56
What led to the Capital Riots on January 8th situation?Is there a significant threat to Democracy inside of Brazil?Will there be significant geopolit…
3 years, 2 months ago
A Deceptively Quiet Start To 2023
Season 1 Episode 55
2023 has started off with a fairly subdued international news cycle... but the world hasn't stopped turning. So, what's lurking beneath the surface? …
3 years, 2 months ago
A Tumultuous Chinese Future
Season 1 Episode 54
What does the immediate future of China look like?
Is China a threat to the US dominance of markets and military?
John Minnich and Jacob Shapiro talk a…
3 years, 2 months ago
Looking Ahead at 2023
Season 1 Episode 53
What's coming for 2023? Obviously, we can't predict the future - but we can make some educated guesses about what's to come. Are we moving towards a …
3 years, 2 months ago
The End of The Iranian Regime
Season 1 Episode 52
Kamran rejoins the show without much optimism to offer – for Iran, for Pakistan, or for much of the Muslim world. Central Asia, however, might be the…
3 years, 3 months ago
What the Heck is Happening in China?
Season 1 Episode 51
Jacob and Rob discuss the latest developments in geopolitics and markets. They dissect the U.S. inflation print before discussing why the euro is at …
3 years, 3 months ago
A Breakdown of Peru's Failed Coup
Season 1 Episode 50
Elohim Monard joins Jacob for an emergency podcast to discuss the “dumbest coup attempt in history.” They discuss what happened this week in Peru, wh…
3 years, 3 months ago
The Not-So-Sick Man of the Euro
Season 1 Episode 49
Rob and Jacob break down false narratives on U.S. macro and on German de-industrialization before taking a trip around the world and looking at key i…
3 years, 3 months ago
Talking Ag and Dairy with Dan Basse
Season 1 Episode 48
Dan Basse and Jacob sit down in person to talk about the world, markets, and, of course, agriculture!
Dan Basse is President of AgResource and a fanta…
3 years, 3 months ago