Water We Waiting For? The Decline of Fresh Water
Peter Mayer discusses the history the Colorado River Basin - and why it's a canary in the coal mine for the waves of water issues already sweeping the globe. Water access conflicts are going to escala...
8 Elo 20221h 1min
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
This weeks discussion covers the rising Yen, the awkard bubble that constitutes the Chinese real estate market, and what it looks like to invest in nuclear in the 21st century. Hint: Nuclear and Coal ...
5 Elo 202247min
The Art of Geopolitics w/ Stratfor
Rodger Baker is Executive Director at the Stratfor Center for Applied Geopolitics at RANE – Risk Assistance Network + Exchange.Timestamps3:00-25:13: Mackinder and the Arctic25:13-34:30: The Art of the...
1 Elo 20221h 11min
Weekly Update: Is China on a Treadmill to Hell?
Why is no one talking about China's real estate crisis (aside from Rob and Jacob)???It's an issue with global ramifications, extremely high stakes for China's economy, and even higher stakes for the 1...
29 Heinä 20221h 15min
Weekly Update: Markets, Markets, Italy!
Jacob and Rob talk US Markets, Investing (as a concept), and Italy's wild new (yet old) future.Timestamps1:50-14:35 – Rob’s update on U.S. markets/$DHI14:35-22:15 – Discipline of Investing22:15-41:08 ...
22 Heinä 202253min
Economy, Energy, and The Odds Of a Recession
Marko and Jacob explore the rumbles in the US Economy, energy trends, and geopolitical headwinds across the hemispheres. Marko Papic is a Partner and Chief Strategist at Clocktower Group.Timestamps:2:...
18 Heinä 20221h 28min
Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
Rob and Jacob talk Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.Timestamps:1:45-26:45 – Europe26:45-36:10 – China36:10 – end – JapanMake sure to check out the Cognitive Dissidents site an...
15 Heinä 20221h 6min
Who's Winning the Ukraine-Russia Conflict?
Sim Tack revisits the Ukraine-Russia conflict with Jacob to talk about the war as it drags into its later stages. Sim is Chief Military Analyst at Force Analysis. His expertise is in intelligence-driv...
4 Heinä 20221h 4min
