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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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago
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, 5 months 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, 5 months 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, 5 months 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, 5 months 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, 5 months ago