Inflation’s Much Exaggerated Demise + The Power of Soft Power
It has been a deceptively quiet week in markets and geopolitics. Rob and Jacob give you the sober update you need on the SVB crisis and why they are more worried about other things, like corporate deb...
24 Maalis 20231h 7min
What is GPT, Why Should I Care? + The Future of Energy and Crypto
Futurist and friend Garry Golden joins the podcast for a repeat appearance with an eye on how fundamental changes in technology will shape the coming decades. This is a conversation with a wide angle ...
20 Maalis 202354min
Spotting the Next SVB - 2024 and Beyond
Jacob and Rob discuss what happened at Silicon Valley Bank – and why CI knew there was trouble in Silicon Valley as far back as May 2022. Rather than pat themselves on the back too much, Rob and Jacob...
17 Maalis 202355min
Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations
Jacob welcomes Kamran Bokhari back to the podcast for an emergency discussion on the normalization of Saudi Arabia-Iran relations announced in China last week. They discuss the interests of all the di...
15 Maalis 20231h 2min
Egypt Shouldn't Be Doing Well... But It Is?
Jacob and Rob discuss the Fed resuming its previous hawkishness and tease out underappreciated areas of the economy where more expensive capital could have consequences, especially related to U.S. ene...
10 Maalis 202346min
Crosspost: How does the Russia-Ukraine war end? w/realagriculture
This episode is a crossover episode with realagriculture! RealAg Radio host Shaun Haney and Jacob sit down for an in-depth discussion on the factors influencing the Russia-Ukraine war, one year in. F...
6 Maalis 202333min
Long Wheat, Short Soy
Rob and Jacob breakdown China’s shockingly good PMI data and what it will mean for inflation and U.S. dollar strength. From there, they look closely at European economic data and walked away chastened...
3 Maalis 20231h 3min
Debating China’s Rise
Jacob welcomes Emily de La Bruyère on to the podcast for a robust debate about China’s global intentions and the future of U.S.-China relations. In a conversation blissfully bereft of inane chatter ab...
27 Helmi 20231h 4min
