This Time Is Different
Jacob welcomes Kamran Bokhari back to the podcast to discuss the Israeli-Palestinian war. They explore regional considerations, Iran’s role and motive behind supporting Hamas, and consider scenarios f...
12 Okt 20231h 7min
Not The Worst It Can Be: An Israeli Perspective
Jacob welcomes Israeli geopolitical analyst Nitzan David Fuchs to offer an Israeli perspective on the terrible events of the past few days and the difficult weeks ahead.--Timestamps:(00:00) - Intro(03...
11 Okt 202350min
Settling Scores
Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing in the world geopolitically and all the myriad ways a multipolar world is influencing the balan...
9 Okt 20231h 25min
The First Israeli-Palestinian War
Jacob is in the middle of Mississippi without his fancy microphone, but that doesn’t stop him from recording a reaction to the Hamas attack on Israel and Israel’s declaration of war in response. Jacob...
8 Okt 202329min
Opium War Lessons (For Fentanyl)
Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. Fro...
6 Okt 202353min
Agriculture x Geopolitics (RealAgriculture Crosspost)
Jacob Shapiro and Shaun Haney unpack the India-Canada diplomatic nightmare of the last few weeks and how the Ukraine/Russia war might end.Link to RealAg Post: https://www.realagriculture.com/2023/09/f...
2 Okt 202337min
The Politics of Hope
Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses. From there, they discuss recent problems in the European Union and Mitsubishi Moto...
29 Sep 202349min
Hope is the Last Thing that Dies
Jacob welcomes Daniel Stelter to the podcast to begin his research process into the future of the German economy with a sober conversation with an expert who thinks Germany is a long-term short. Dr. S...
25 Sep 20231h 2min
