Podcast Episodes
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Water We Waiting For? The Decline of Fresh Water
Season 1 Episode 22
Peter Mayer discusses the history the Colorado River Basin - and why it's a canary in the coal mine for the waves of water issues already sweeping th…
3 years, 11 months ago
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
Season 1 Episode 21
This weeks discussion covers the rising Yen, the awkard bubble that constitutes the Chinese real estate market, and what it looks like to invest in n…
3 years, 11 months ago
The Art of Geopolitics w/ Stratfor
Season 1 Episode 20
Rodger Baker is Executive Director at the Stratfor Center for Applied Geopolitics at RANE – Risk Assistance Network + Exchange.
Timestamps
3:00-25:13: …
3 years, 11 months ago
Weekly Update: Is China on a Treadmill to Hell?
Season 1 Episode 19
Why is no one talking about China's real estate crisis (aside from Rob and Jacob)???
It's an issue with global ramifications, extremely high stakes fo…
3 years, 11 months ago
Weekly Update: Markets, Markets, Italy!
Season 1 Episode 18
Jacob and Rob talk US Markets, Investing (as a concept), and Italy's wild new (yet old) future.
Timestamps
1:50-14:35 – Rob’s update on U.S. markets/$D…
3 years, 11 months ago
Economy, Energy, and The Odds Of a Recession
Season 1 Episode 17
Marko and Jacob explore the rumbles in the US Economy, energy trends, and geopolitical headwinds across the hemispheres. Marko Papic is a Partner and…
3 years, 11 months ago
Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
Season 1 Episode 16
Rob and Jacob talk Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
Timestamps:
1:45-26:45 – Europe
26:45-36:10 – China
36:10 – end – Japan
Make…
3 years, 11 months ago
Who's Winning the Ukraine-Russia Conflict?
Season 1 Episode 15
Sim Tack revisits the Ukraine-Russia conflict with Jacob to talk about the war as it drags into its later stages.
Sim is Chief Military Analyst at Fo…
4 years ago
Weekly Update 7/1
Season 1 Episode 14
Jacob and Rob take the chance to explore the last 6 months of the markets, commodities, and most importantly, coffee!
Timestamps:
2:00-23:20: Taking st…
4 years ago
A Polish Perspective on The Ukraine-Russia Conflict
Season 1 Episode 13
Jacob brings on special guest Dr. Jacek Bartosiak to discuss the Polish perspective on the Russia-Ukraine War, the implications of Kaliningrad being …
4 years ago