Monopolies and Innovation
Jacob and Rob break down the Jerome's latest Fed announcement, inventory and manufacturing cycles, China's interesting new approach to semiconductors, and the inherent danger of monopolistic industrie...
3 Nov 202354min
The Worst Is Over for Argentina?
Jacob welcomes Elohim and Ignacio back on the podcast for a much more upbeat discussion about Argentina’s future in light of last week’s surprising triumph for Sergio Massa against the chainsaw-wieldi...
30 Okt 20231h 16min
Don’t Trust The Gurus
Jacob and Rob offer thoughts about U.S. macro out-performance and some concerning signals coming out of Europe. From there, they offer some thoughts about CI’s unique approach to using geopolitics in ...
27 Okt 202356min
Uncertainty and Ideology
Jacob and Rob get introspective and take a step back from the day-to-day grind of the newsflow recently to talk about the rise of uncertainty, the importance of what you choose to pay attention to, an...
20 Okt 20231h 10min
Turkey’s Perspective
Jacob welcomes Emre Dogru back on to the podcast to discuss Turkey’s view of the violence happening in the Middle East. Emre takes a break from eating baklava to explain why he thinks the violence spi...
17 Okt 202332min
The Future of the Post-Soviet World
Jacob welcomes Eugene Chausovsky, former Stratfor alum and now Senior Director at Newlines Institute, to discuss all things post-soviet: wtf is going on in the Western Balkans, prospects for Ukraine’s...
16 Okt 202353min
Fraying World Order - Intrigue Outloud Crosspost
On today's Intrigue Outloud, Ethan is joined by Intrigue co-founder John Fowler and Jacob Shapiro, Partner and Director of Geopolitical Analysis at Cognitive Investments, to break down the latest from...
14 Okt 202347min
What You Missed During the War
Jacob and Rob join forces to catch you up on all the important geopolitical and market developments that the Israel-Palestine war has obscured. They tackle carnage in the U.S. bond market and some ver...
13 Okt 20231h 8min
