Rob is busy trying to get French citizenship, so favorite-guest Chase Taylor from Pinecone Macro joins the podcast to talk U.S. macro, oil and natural gas prices, and how to think about investing in a world of doom & gloom.

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Timestamps:

(00:00) - Intro

(00:45) – U.S. macro

(09:26) – Oil

(20:15) – NatGas

(27:55) – U.S. v. Intl | Hong Kong/China

(41:35) – Extrapolating doom: Egypt and Pakistan

(49:10) – Bitcoin

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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