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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, 5 months 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, 5 months 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, 5 months 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, 5 months 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, 5 months ago
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, 6 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, 6 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, 6 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, 6 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, 6 months ago