Move Over, Big Oil – Here Comes Big Shovel
Jacob welcomes Tomás Villalón Jr. on the podcast to talk about the geopolitics of metals. Tomás is on CI’s Innovation Advisory Board in addition to being CTO & Co-Founder at Phoenix Tailings – which m...
12 Jun 202352min
Forecast Revisited
Jacob and Rob quickly discuss rumors of an imminent U.S.-Iranian deal that could allow 1 million bpd of Iranian crude to hit global markets, before checking on their 2023 forecast and seeing how well ...
9 Jun 20231h 9min
Sucker’s Game
Cousin Marko rejoins the podcast at long last! Jacob and Marko start off with a rousing disagreement on the Russia-Ukraine war and its import on global geopolitics and markets. From there, they throw ...
5 Jun 20231h
ARE YOU NOT ENTERTAINED??
Jacob and Rob take a step back from the day-to-day melodrama of geopolitics and markets to talk about how they apply geopolitical insights to identify the countries that are poised to do best for the ...
2 Jun 202353min
Debate: The Future of Turkey’s Economy
Emre rejoins the podcast for a third time, offering analysis on what turned out to be an anti-climactic Erdogan victory. From there, Jacob and Emre look toward the future, offering opposing perspectiv...
31 Mai 202343min
No Cappuccinos After 11:30
Jacob welcomes Alfonso Peccatiello from The Macro Compass back onto the podcast for a conversation about Italian eating rules, the debt ceiling (should you care about it?), Chinese investment viabilit...
29 Mai 202350min
Failed Breakout
Rob and Jacob talk about a decisive week in equity markets and what it means for equity prices. They explore the “AI bubble” and how to separate signal from noise. From there, they turn to China to di...
26 Mai 202355min
Preparing for Ukraine’s Counter Offensive
Fan-favorite Sim Tack comes back onto the show to discuss the key issues to watch ahead of Ukraine’s counteroffensive. Sim and Jacob break down the status of the Ukrainian and Russian militaries and e...
24 Mai 202355min
