Return of the Pod!

Return of the Pod!

Jacob is back! The markets went nowhere (and everywhere, depending on how you look at it)!

Hop back in to hear Jacob and Rob run through:

Market Overview - 1:40-9:15

We like Europe - 9:15-19:20

China/Japan, Yuan/Yen - 19:20-32:20

Chile, Copper, U.S., Energy Transition - 32:20-47:55

Pakistan + India - 47:55-end

Make sure to check out the Cognitive Dissidents site and services here.

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Avsnitt(350)

Rabbit Season, Duck Season

Rabbit Season, Duck Season

Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the sovereign nation of Canada -...

14 Sep 1h 4min

The $10 Trillion Ocean

The $10 Trillion Ocean

The world has never been wealthier... but a warm patch of ocean in the Pacific is about to reorganize the weather across four continents and all that wealth still might not be enough to cover the dama...

7 Sep 1h 6min

Boil the Frog

Boil the Frog

Scott Bessent knows something that we don't. Luke Gromen has spent his whole career reading the fine print of America's balance sheet, and his conclusion is stark: the quiet interventions coming out o...

31 Aug 1h 11min

Pulped

Pulped

AI companies are buying up used books, scanning them, and destroying the originals. At least, that's the headline... the real story is weirder. Charlie Becker, a seventh-generation bookseller in Houst...

24 Aug 58min

Cooler Heads Are Not Prevailing

Cooler Heads Are Not Prevailing

Jacob Shapiro welcomes back Peter Harrell, visiting scholar at Georgetown's Institute of International Economic Law and former White House senior director for international economics. Trump keeps find...

11 Aug 57min

Lessons Learned - Geopolitical Cousins

Lessons Learned - Geopolitical Cousins

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them ...

31 Juli 1h 27min

This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins

This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tac...

29 Juli 1h 40min

Geography is Destiny: China, The Global South, & Energy

Geography is Destiny: China, The Global South, & Energy

Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains how the Global South act...

21 Juli 1h 1min

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