Inflation Expectations
Jacob and Rob give a brief recap on market developments and how to think about rising inflation expectations. From there, they pivot (get it?) to discuss a strange story out of China, where coal price...
24 Feb 20231h 4min
Measuring the Apex of Modern Industrial Society
How do we measure a society's ascent into modernity? Is it their ability to make cars or manufacture their own vaccines? If they lose these abilities or never progress out of the the primordial ooze o...
17 Feb 202346min
Cousin Marko: Balloons, Ukraine, and Kyrie Irving
Marko Papic is back! Kyrie Irving got traded to the Mavs and it's confusing/upsetting/underwhelming. The Biden Administration is using their most expensive jet to flex on a balloon, and it signifies s...
15 Feb 202359min
The Next 12 Months of War in Ukraine
Jacob welcomes back fan-favorite Sim Tack to discuss the future of the war in Ukraine. The next 12 months (assuming it will last that long) are going to be a test of Ukraine's resolve, Europe's willin...
13 Feb 20231h
Human Capital
What happens when you have wage growth inflation, a consistently shrinking workforce, historically low unemployment, and surging investment from the government?How do human capital issues (e.g. disabi...
10 Feb 20231h 4min
China's Balloon Boondoggle
What the heck is up with these Chinese Balloons?--Timestamps:(0:00) - Balloons--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter:...
7 Feb 202315min
What is Nuclear Fusion and Why Does It Matter So Much
Myles Stapelberg, a graduate student at MIT in the Plasma Science and Fusion Center and a member of CI’s new Innovation Advisory Board, joins the podcast to give us a primer on nuclear fusion. This wi...
6 Feb 202358min
Asynchronous Waves
Rob and Jacob start off with a general overview of this previous week in macro, then turn to what might be in store for the future. Afterwards, they turn to the Biden administration's choice to float ...
3 Feb 202352min
