Committing Geopolitical Suicide
Kamran Bokhari of The New Lines Institute rejoins the show to offer insights on the deterioration of political stability in Pakistan…and why the situation is likely to get worse before it gets better....
22 Maj 20231h
Thailand Election Analysis
Jacob welcomes Phillip Orchard onto the podcast to analyze the results of Thailand’s recent elections. They go over the results, Phillip offers some context on how to frame current developments, and t...
20 Maj 202334min
Geopolitical Flux -> Market Turbulence
It’s been a wild week in geopolitics and markets, but Jacob and Rob have got you covered. They discuss the slew of developments this week for the first part of the podcast, before diving deeper into t...
18 Maj 20231h 5min
Turkey’s Election Results – Rapid Reaction
Jacob welcomes back Emre Dogru to discuss their reaction to Turkey’s surprising election results. What does it mean for investors and the region, and what should you be looking for as the contest goes...
15 Maj 202326min
The Trouble With Emerging Markets
To learn more about the Knowledge Platform, click here: https://www.cognitive.investments/research_adviceJacob and Rob talk about the release of CI’s Knowledge Platform and some of the broader macro t...
12 Maj 20231h 1min
The Most Important Election In The Middle East
Turkey's elections may not be fair, but they ~are~ free.Jacob welcomes Ryan Bohl onto the Cognitive Dissidents podcast to discuss the least volatile region in the world – the Middle East. They talk th...
10 Maj 202354min
Deep Dive: Uzbekistan and the Future of Eurasia
Welcome to the Deep Dive! We’re diving deep into the geopolitics of Uzbekistan – one of only two double-landlocked states in the world. In other words – Uzbekistan is one of only two states in the ent...
30 Apr 202356min
The Movements to Nationalize Lithium
TAKE THE SURVEY (please <3): https://forms.gle/TA2YX3GfV335Ey8d7--Jacob and Rob discuss why they continue to be more optimistic about U.S. macro than consensus – and the important geopolitical implica...
28 Apr 20231h 4min
