The Economics and Geopolitics of Fracking w/ Bethany McLean (Perch Pod Repost)
In this fantastic episode from early 2021, Jacob speaks with Bethany McLean, an American journalist and contributing editor for Vanity Fair magazine. She is known for her writing on the Enron scandal ...
26 Apr 202348min
Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement
Jacob and Rob are back at it after a few weeks apart. They discuss positive data they are seeing relative to current gloomy expectations, before discussing the biggest geopolitical issues of the last ...
21 Apr 20231h 1min
Understanding Ransomware as a Service (RaaS)
Matt Pines rejoins the podcast to talk cybersecurity basics, including the overlooked importance of non-state actors and how that can affect near-shoring. From there, Matt and Jacob explore what chang...
17 Apr 20231h 6min
Immaculate Disinflation
Rob is on vacation this week, but the pod never rests! Chase Taylor of Pinecone Macro Research and Bulwark Capital pinch hits for Rob. Jacob and Chase talk about the latest developments in the U.S. ba...
7 Apr 202356min
Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24
Jacob welcomes back Neil Townsend ahead of the GrainFox “Before You Grow” Event, where Neil and Jacob are both speaking. Together, Neil and Jacob try to look beyond recent headlines and identify the b...
3 Apr 202354min
Thriving In a Volatile Macro Environment
Jacob and Rob take a step back and question some of their previous optimism about U.S. growth and the Chinese re-opening. They discuss the role of China in the global economy and wrestle with what Chi...
31 Mar 202353min
Emergency Episode: The Future of Israel
Jacob tackles the historic protests in Israel head-on and offers a sober take on the future of the Jewish state. --CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https...
28 Mar 202322min
Is Turkey Still a Democracy? (Fixed Audio)
The answer might surprise you. Emre Dogru joins the show for the first time to discuss the economic and political impact of February’s tragic earthquake before turning to Turkey’s upcoming presidentia...
27 Mar 202353min
