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Weekly Update 6/23 = Recession + Inflation + Energy Crisis
Season 1 Episode 12
Jacob and Rob tackle the energy crisis as it blooms across the world, compounded with inflation woes and the big question mark of an incoming recessi…
4 years ago
Kazakhstan, Pakistan, & Iran 6/16
Season 1 Episode 11
Kamran Bokhari of the New Lines Institute dives deep into the turbulence brewing in Eurasia, with the war in Ukraine destabilizing some already tenuo…
4 years ago
Weekly Update 6/16
Season 1 Episode 10
What's happening at the Fed? What does the future of the market look like? Is crypto in big trouble? Is this the end of Big Tech as we know it?
Times…
4 years ago
Geopolitics and Investing
Episode 9
Jacob and Rob sit down together (in person!) to talk about the crossover between geopolitics and investing, why it makes sense to combine the two, an…
4 years, 1 month ago
Weekly Update 6/2
Season 1 Episode 8
The lads talk macro, China, Latin America, and eventually dive into the fascinating news behind Vietnam's development of a new African Swine Fever va…
4 years, 1 month ago
Cousin Marko Is Back! 5/26
Season 1 Episode 7
Marko Papic hops on the CD Pod to talk Biden's new missteps, India, Russia, and SO much more. Marko is a partner and strategist at the Clocktower Gro…
4 years, 1 month ago
Weekly Brief w Rob 5/27
Season 1 Episode 6
A dose of markets and geopolitics to hopefully get your mind off of the horrific events occurring in the USA this week. Stay safe out there.
1:37-10:…
4 years, 1 month ago
Weekly Brief w Rob 5/20
Season 1 Episode 5
Rob and Jacob discuss US Markets, Oil, China, and American Exceptionalism.
0:30-15:30: U.S. markets
15:30-21:45: Oil
21:45-36:30: China
36:30-end: On Ame…
4 years, 1 month ago
Inflation, Corn, and Turkey
Season 1 Episode 4
Chase Taylor joins Jacob for yet another amazing conversation. They dive into Inflation, Corn, Energy, and, of course, Turkey. Enjoy the show!
Questio…
4 years, 1 month ago
Weekly Brief w Rob 5/12
Season 4 Episode 3
Welcome to week two! Rob and Jacob are back at it, updating you on the latest and greatest trends in the Market, Supply Chains, and Tech.
00:30:-23:00…
4 years, 2 months ago