A Polish Perspective on War - The Rise of the Intermarium?
Dr. Jacek Bartosiak is the Chief Executive Officer and Founder of Strategy & Future.Jacob welcomes Jacek back onto Cognitive Dissidents to discuss the Russia-Ukraine war. They discuss several critical...
23 Nov 202259min
A Global CapEx Supercycle?
Mike Edwards is Deputy CIO at Weiss Multi-Strategy Advisers.Jacob and Mike discuss China headlines briefly before diving into the main topic: whether the Chinese Communist Party can encourage alternat...
21 Nov 202255min
Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?
Jacob and Rob tackle the FTX/Sam Bankman-Fried debacle, before turning to China’s struggles (and whether Xi Jinping is up to them), as well as thoughts on U.S. Fed and ECB monetary policies…with histo...
18 Nov 20221h 3min
Predicting the Weather in 2023
Jacob is joined by Daryl Ritchison, Director of the North Dakota Agricultural Weather Network at NDSU, to discuss how the weather will look in the world in the year ahead. They start with some broad t...
14 Nov 202254min
What you missed while the world obsessed over U.S. CPI.
Rob and Jacob briefly address the weaker-than-expected inflation print before attending to developments you might have missed amidst all the U.S. inflation and election news: more economic trouble in ...
11 Nov 202255min
How Much Longer Can Russia Hold On?
Marko Papic is back to talk about the markets, Russia's big fudge on oil (and war), and a little bit of everything else geopolitical! Stick around for some basketball talk after 1:04:10!TimeStamps:3:1...
7 Nov 20221h 21min
Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil
After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in oppos...
4 Nov 20221h 17min
Will Europe Survive the Winter?
Jacob welcomes Dave Ripplinger on the podcast to discuss the problems Europe is facing this winter and the areas they agree and disagree. They also talk about the U.S. energy economy, the role of biof...
31 Okt 20221h 5min
