Western Mining Tech is 40 Years Behind
Jacob welcomes back Tomás Villalón Jr onto the Cognitive Dissidents Podcast. They deliver insights on what elements are truly rare (you’ll have to listen to the podcast to find out which!), why China ...
28 Jul 202341min
Is The Weather Getting Worse?
Jacob Shapiro is rejoined by Daryl Ritchison for a reality check on the importance of El Nino in the larger atmospheric setting. They discuss whether weather (see what I did there?) is actually gettin...
24 Jul 20231h 2min
EVs Are Not the Future
Jacob and Rob catch up on Rob’s trip to Ireland this week and why it might presage new migration issues in Europe. From there they turn to the narrative about electric vehicles and why they are not th...
22 Jul 20231h 1min
Black Sea Grain Collapse
Jacob offers some thoughts on Russia’s decision to withdraw from the Black Sea Grain Initiative and analysis on Russia’s threats to bomb ships headed for Ukrainian ports in the Black Sea. This collaps...
20 Jul 202325min
Erdogan, Hotdogs & AI
Jacob and Rob briefly analyze the latest inflation data from the U.S. before exploring major geopolitical news (Turkey’s about face on Sweden’s membership in NATO + Ukraine’s future in NATO) and econo...
14 Jul 202356min
Sim Tak's War Update + African Deterioration
Sim Tack rejoins the podcast to discuss current developments in Ukraine’s counteroffensive. He and Jacob discuss theories on wtf is happening in Russia before spending the second half of the podcast, ...
12 Jul 20231h 3min
Multipolar Mineral Greed
No guests this week – Jacob takes a step back to talk about the most important geopolitical development of the week, China’s decision to impose export controls on gallium and germanium exports, before...
7 Jul 202315min
The Stories We Tell Ourselves
Rob and Jacob talk about why U.S. economic data continues to surprise to the upside and what it portends for the stock market. From there, they have a wide-ranging, very macro conversation about artif...
3 Jul 20231h 3min
