Ukraine Is Winning
Ukraine’s counteroffensive last week was shockingly effective. Sim rejoins the show to explain what is happening on the ground…and to tease out the chances and attendant implications of a Russian defe...
19 Syys 202255min
Emotion, Objectivity, and Investing
We tackle inflation, Ukraine, Long Europe and... emotional investing? Jacob and Rob meander into some larger and more philosophical questions about their abilities to distance themselves from the emot...
16 Syys 202256min
Return of the Pod!
Jacob is back! The markets went nowhere (and everywhere, depending on how you look at it)! Hop back in to hear Jacob and Rob run through:Market Overview - 1:40-9:15 We like Europe - 9:15-19:20 China/J...
9 Syys 20221h 2min
Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)
Matt Pines, yet ANOTHER connection via the Twittersphere, breaks down the present day risks associated with cyber warfare and espionage across geopolitical boundaries. Matt is a management consultant ...
29 Elo 20221h 3min
Whose Fault Is It Anyway? The Sino-Australian Breakup
Take some time with us to explore the Sino-Australian breakup drama and hear an honest opinion from a real life Australian (his name is John Fowler and he's a former Australian diplomat and internatio...
22 Elo 20221h 10min
Uncertain Fed, Certain PBC?
Weekly Update! Catch this week's convo on:The uncertainty spilling out of the Federal Reserve (1:35 - 14:40)China's economy (14:40 - 20:00)Latin American Markets (20:00 - 24:40)Japan Rising (24:40 - 3...
19 Elo 202254min
Here Be Animal Spirits
How do inflationary cycles work? Are we in a tech innovation environment or are we just iterating on the same old concepts? Also, what constitutes "old"? Jordi Visser joins us this week to discuss the...
15 Elo 20221h 10min
Coffee, Chocolate, China (and Inflation)
Weekly Update! J&R talk markets, China, the future of South Africa and Brazil, and trends popping up in the coffee and chocolate trade!Timestamps:2:47-13:30 – U.S. CPI/Market overview13:30-22:47 – Chi...
12 Elo 20221h 9min
