The Most Important Of All Unimportant Forecasts
World Cup Time!!!!!!! Robert Tipper and Juan Correa are our guests. --Timestamps:(00:00) - Secret Forecast Origins(01:23) - Meet The Authors(03:02) - Juan Football Roots(07:41) - Marco World Cup Memor...
10 Jun 1h 13min
The Second Derivative
The Strait of Hormuz is running out of runway - and so is the Trump administration's room to maneuver... The cousins unpack why oil inventories are the real ammunition in the Iran standoff, why market...
1 Jun 1h 33min
Forty Meters Under Fordow
Jacob and Marko dive straight into the Iran-US ceasefire negotiations (airstrikes are hitting Iranian ships and missile sites as I type) - dissecting domestic political constraints on both sides, the ...
27 Mai 1h 32min
TVI26: C***** Goes #1
Trade Value Index 2026 Part 3!Okay, okay... Here's the FULL list -> https://tinyurl.com/gctvi26 --Timestamps:(00:00) - Welcome Back and Housekeeping(01:37) - Netanyahu Reconsidered(03:07) - Trump Iran...
22 Mai 1h 16min
TVI26: Jinping Rising
2026 Trade Values P2 :)--Timestamps:(00:00) - Welcome(00:42) - Part Two Setup(02:31) - Lula at Fifteen(05:17) - Macron Debate(09:57) - Noboa and Ecuador Crime(11:47) - Uzbekistan Rising(13:28) - Uzbek...
22 Mai 48min
TVI26: Benchwarmers
The Trade Value Index is back!!!!!!! Part 1.--Timestamps:(00:00) - Housekeeping(00:47) - Why We Love Rankings(02:15) - Trade Value Rules Explained(06:59) - How We Score Leaders(08:29) - What Trade Val...
22 Mai 1h 42min
A Soybean faux-détente
Trump and Xi shook hands in Beijing, and yes, the soccer mom in all of us should appreciate that two nuclear superpowers are behaving like adults. But let's not kid ourselves :) soybeans and Boeing or...
15 Mai 1h 28min
China Just Doesn't Care
The lads turn an unscripted session into a sharp diagnosis of the US-China relationship amid the Strait of Hormuz crisis. They debate whether China is strategically patient or simply indifferent - and...
5 Mai 1h 17min
