Mr. Market Is Not Happy
Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China,...
28 Feb 202534min
Trade Wars are Metal Wars
Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "...
25 Feb 202557min
Perceived Concessions
Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seac...
21 Feb 20251h
Stop Waiting To Live a Good Life
Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 min...
18 Feb 20251h 31min
USAID's Demise: What It Means for Global Power and U.S. Influence
A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma P...
14 Feb 202554min
#256 - And Now, The Weather
Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a ra...
11 Feb 202540min
#255 - Strategic Ketchup Reserve
--Timestamps:(00:07) - Intro(00:30) - Monetize the asset side of the balance sheet(17:18) - Bitcoin(25:00) - Debt(32:17) - Macro looks at England, India, Brazil, China(41:40) - Indonesia's Future: Opp...
7 Feb 20251h 3min
#254 - Geopolitical Cousins
Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special annou...
4 Feb 20251h 33min
