#190 - Weekly Update: 47 Crises in 17 Years
Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also explore the expectedly/unexpectedly hot CPI print and take le...
12 Apr 202459min
#189 - Weekly Update: Coronal Mass Ejection
Rob and Jacob are back at it. They discuss the earthquake in Taiwan and why they are skeptical of Taiwan’s economic future. From there they turn to a controversial article about how immigration has be...
5 Apr 20241h 2min
#188 - James Meadway: The First Crisis of the Anthropocene
Jacob welcomes James Meadway, former British treasury official and current economist at The Progressive Economy Forum on for a cross-posted episode of Cognitive Dissidents and Macrodose. They discuss ...
1 Apr 202457min
#187 - Sim Tack: Can Ukraine Still Win Against Russia?
Jacob has been growing increasingly more concerned about Ukraine, so he starts his bottom-up analytical review of the war and Ukraine’s prospects by hosting Sim Tack on the podcast. Jacob throws a buc...
29 Mar 20241h
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens
Buckle your seatbelts – this episode is going to take you on a ride. Matt Pines rejoins the show to discuss “the defining challenge of our generation” – the cyber conflict between China and the U.S. F...
25 Mar 20241h 5min
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes
Jacob and Rob are pressed for time, but they squeeze in a quick podcast between meetings to discuss the big news out of Japanese markets this week. They give a window into CI’s international allocatio...
22 Mar 202440min
#184 - Kevin Evans: The Largest Invisible Thing in the World
Jacob welcomes Kevin Evans to discuss Indonesia – Kevin’s experience in the country over the last three decades, the recent elections and mysterious change in the political mood of the country since 2...
18 Mar 202457min
#183 - Weekly Update: What is a Doji (and Why Should I Care?)
Jacob and Rob are back at it for a marathon episode featuring your favorite segment, microgeopolitics, and extended discussion about technical analysis and why you should be wary of the euphoria in ma...
15 Mar 20241h 13min
