
#245 - Bully Capitalism
Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative compar...
15 Marras 20241h 1min

#244 - Japan is Waking
While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything we’ve known about Japanese politics since 2009. To understand what has change...
11 Marras 202448min

#243 - Trump's Triumph: What the Election Means for America and the World
Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe...
8 Marras 20241h 8min

Four More Years: Trump 2.0 and What Comes Next
Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode, they discuss what happened in the election, what Trump’s agenda will mean for the economy and markets, ho...
7 Marras 20242h 21min

#242 - Gold, Migration, and Cocaine
Description (replace me)--Timestamps:00:01 - Intro01:14 - Understanding Crime in Latin America08:30 - Case Study: Guatemala and Its Challenges19:48 - Emerging Trends in Drug Trafficking22:54 - The Nar...
3 Marras 202456min

#241 - U.S. Election 2024 Preview
The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try ...
1 Marras 202457min

#240 - The Illusion of Moral Decline
Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature to assume that the world is always getting worse. This is that rare bit of content that...
22 Loka 202443min

#239 - Introducing Club CI
Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is chan...
18 Loka 202459min



















