US-China Relations with David Firestein
Jacob is joined by David Firetsein, inaugural president and CEO of the George H. W. Bush Foundation for U.S.-China Relations. They discuss David’s professional background and the work of the foundatio...
30 Jan 20231h 2min
Peru Crisis + The Many Lefts of Latin America
Elohim Monard rejoins the podcast and pinch-hits for Rob’s usually weekly slot to address the ongoing and escalating deterioration of political stability in Peru. Elohim offers insightful perspective ...
27 Jan 20231h 3min
What is the Future of the EU?
Dario Fabbri comes back to the CD pod to talk with Jacob about the future of the European Union, Russia/China, and the political instability rocking Latin America. Italy, Germany, and France are all d...
23 Jan 202350min
Dealing with Uncertainty
Jacob and Rob get a little introspective this week, using developments in China and Vietnam to talk about how to think about the world and the struggle between having too much information and how to m...
20 Jan 202352min
The Geopolitics of Macro in 2023
Jacob is joined by Alf and Andreas of The Macro Trading Floor to discuss the increasingly intersecting worlds of macro and geopolitics in 2023. Alf and Andreas offer differing perspective about the f...
16 Jan 202352min
The Geopolitics of Metals + Shorting the Euro
We're usually pretty bullish on the EU, but this week some interesting data points were released that made us rethink our usual Euro decisions. Jacob and Rob take some time to break down the data behi...
13 Jan 202354min
Analysis: Brazilian Capitol Riots
What led to the Capital Riots on January 8th situation?Is there a significant threat to Democracy inside of Brazil?Will there be significant geopolitical fallout for Brazil's neighbors?What will Brazi...
9 Jan 202327min
A Deceptively Quiet Start To 2023
2023 has started off with a fairly subdued international news cycle... but the world hasn't stopped turning. So, what's lurking beneath the surface? What are we missing (besides Kevin McCarthy's humil...
6 Jan 20231h 9min
