Water We Doing??? More Freshwater Talks with Peter Mayer
Peter Mayer rejoins the podcast to discuss the recent deal between California, Nevada, and Arizona to reduce their water usage from the Colorado River. The deal is underwhelming – but Peter still has ...
28 Kesä 202349min
Economic Storms Ahead - Chase Calls a Recession
Jacob welcomes Chase Taylor, the wizard behind Pinecone Macro Research, back to the podcast to discuss why he thinks a U.S. recession is near (and what indicators to watch for). From there, they explo...
27 Kesä 20231h 8min
The End of Russia (Part II)
Jacob and Cousin Marko try to make sense of what just happened in Russia over the last 36 hours…and what is going to happen next. They tackle the timeline of events with Prigozhen marching up towards ...
26 Kesä 20231h 15min
The End of Russia (A Russian Civil War?)
Jacob Shapiro hops on the mic for an emergency episode to discuss WTF is happening in Russia. Yevgeny Prigozhin, leader of the Wagner mercenary group, has claimed the city Rostov-on-Don in the south o...
24 Kesä 202316min
Cash is King and Cars are Dumb
Rob is back from vacation and here to provide insights on the UK’s surprising inflation print and why CI believes inflation could be more stubborn than U.S. markets presume. From there, they discuss t...
23 Kesä 202349min
Go Woke, Go Broke?
Jacob welcomes Enrique Fonseca onto the podcast for the first time to discuss Spain’s upcoming elections. Enrique Fonseca takes a more conservative approach to politics than Jacob, although they both ...
21 Kesä 20231h 7min
A Dagger Pointed at the Heart of Antarctica
Jacob is joined by Reuben Steff to offer a fresh perspective on New Zealand’s geopolitics. They trace the history of New Zealand-U.S. relations, explore New Zealand’s trade dependence on China, share ...
19 Kesä 202354min
The Russian Cascade - RealAgriculture Crosspost
Jacob sits down with RealAgriculture's Shaun Haney to discuss the geopolitical ramifications of Russia's invasion of Ukraine. They walk through the Black Sea Grain Initiative, food prices, Ukraine's e...
16 Kesä 202338min
