246.
#246 - Government Collapse Week
245.
#245 - Bully Capitalism
244.
#244 - Japan is Waking
243.
#243 - Trump's Triumph: What the Election Means for America and the World
243. bonus
Four More Years: Trump 2.0 and What Comes Next
242.
#242 - Gold, Migration, and Cocaine
241.
#241 - U.S. Election 2024 Preview
240.
#240 - The Illusion of Moral Decline
239.
#239 - Introducing Club CI
238.
#238 - The Future of the Middle East: Reflections on a Year of Conflict
237.
#237 - Fires, Strikes and Brazilian Success
236.
#236 - Iran’s Strategic Loneliness
235.
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko
234.
#234 - Alberto Fujimori, 1938-2024
233.
#233 - Bladerunner 2024 and China Stimulus
232.
#232 - Why Simplify When You Can Complicate?
231.
#231 - Paging Hezbollah
230.
#230 - Microgeopolitics of Fargo and Brazil v. X
229.
#229 - Understanding WHO's Mpox Declaration
228.
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
227.
#227 - The Tactical Objectives of Ukraine's Offensive Push
226.
#226 - Monkeypox and AI
225.
#225 - Great Power Network Competition and Bitcoin (and Aliens)
224.
#224 - Sober Liquidity
223.
#223 - Economic Possibilities for our Grandchildren (An Update)
222.
#222 - Maduro and Venezuela
221.
#221 - There IS A World Outside The U.S. Election (I Promise)
220.
#220 - The Trump Assassination Attempt
219.
#219 - How The Crusades Created Trusts as We Know Them
218.
#218 - Revolt of the Masses
217.
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
216.
#216 - Double Your Pleasure, Double Your Shap
215.
#215 - The Ozempic Boom and the Future of Biotech
214.
#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue
213.
#213 - Crime in Latin America and the Virtue of Pessimism
212.
#212 - France’s Elections: Historic and Hysteric
211.
#211 - Things To Come
210.
#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre
209.
#209 - Let’s Talk About Artificial Intelligence
208.
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke
207.
#207 - Dmitri Alperovitch: World on the Brink
206.
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
205.
#205 - Akshar Patel: Caste, Hindutva, and India's Elections
204.
#204 - Weekly Update: Darth Fed
203.
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
202.
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
201. bonus
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
200.
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
199.
#199 - How to Avoid a U.S.-China War
198.
#198 - Brazil Under Water
197.
#197 - Weekly Update: China, France, and Steel
196.
#196 - Sanaa Kamal: A Voice from Gaza
195.
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel
194.
#194 - Dee Smith: God, Sex, & Death
193.
#193 - Marko’s Back!
192.
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish"
191.
Emergency Update: Are we heading into World War Three?
190.
#190 - Weekly Update: 47 Crises in 17 Years
189.
#189 - Weekly Update: Coronal Mass Ejection
188.
#188 - James Meadway: The First Crisis of the Anthropocene
187.
#187 - Sim Tack: Can Ukraine Still Win Against Russia?
186.
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens
185.
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes
184.
#184 - Kevin Evans: The Largest Invisible Thing in the World
183.
#183 - Weekly Update: What is a Doji (and Why Should I Care?)
182.
#182 - Gary Saul Morson: Russian Exceptionalism
181.
#181 - Weekly Update: What If Trump Wins? (Tariff edition)
180.
#180 - Matt Gertken: The "Black Swan" Scenarios
179.
Pleasant Prairies and A Middle East Update
178.
What’s in a name? (North Korea edition)
177.
The Horseradish Capital of the World
176.
Making Astrology Respectable
174.
Dams and the Rio Grande
172.
The Blood of the Martyrs
171.
What's Happening (Right Now) With the Weather?
169.
Trouble in the Red Sea, logistics snarls, China, and the U.S. election
168.
What the Media Missed This Week
167.
Retrospectives and Predictions for the Ukraine War
166.
Cocaine and the Catholic Church
165.
What's Happening in the DRC?
164.
We're Worried About the Middle East
163.
Here's Looking At You, Dad
162.
Cybersecurity + Geopolitics (Matt Pines)
161.
The Art of Geopolitics with Stratfor
160.
Okay But... What IS Geopolitics?
159.
Remapping Global Supply Chains
158.
Strategic Intelligence Lessons for Decision-Makers
156.
Demystifying Chips, US-China Relations, & Intellectual Property
157.
President Javier Milei
155.
Playing Golf (Probably) Won’t Make You a Better Investor
154.
The Implosion of Ukraine
153.
Something Rotten In The State of Ukraine
152.
Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil
151.
Hard Times in the 21st Century w/ Helen Thompson
150.
Monopolies and Innovation
149.
The Worst Is Over for Argentina?
148.
Don’t Trust The Gurus
147.
Uncertainty and Ideology
146.
Turkey’s Perspective
145.
The Future of the Post-Soviet World
144.
Fraying World Order - Intrigue Outloud Crosspost
143.
What You Missed During the War
142.
This Time Is Different
141.
Not The Worst It Can Be: An Israeli Perspective
139.
The First Israeli-Palestinian War
138.
Opium War Lessons (For Fentanyl)
137.
Agriculture x Geopolitics (RealAgriculture Crosspost)
136.
The Politics of Hope
135.
Hope is the Last Thing that Dies
134.
Why Should I Care About Nagorno-Karabakh?
133.
The Pitfalls of Green Energy Policies
132.
50 Years Since Allende - An Update on Chile
131.
The Modern Geopolitics of Turkey
130.
Japan: A Story of Stagnation and Change
129.
The Depreciable Life of Information
128.
Hope and Change in Latin America
127.
WTF Happened to Prigozhin?!
126.
Superconductors and The Future of Fusion
125.
Call Me “Jake Solo” 😏
124.
Canadian Beef (RealAg Crosspost)
123.
The Pain of Deglobalization
122.
Colonialism 2.0 - The Scramble for Africa
119.
Course Correction: China, Brazil, Turkey + More
118.
Western Mining Tech is 40 Years Behind
117.
Is The Weather Getting Worse?
116.
EVs Are Not the Future
115. bonus
Black Sea Grain Collapse
114.
Erdogan, Hotdogs & AI
113.
Sim Tak's War Update + African Deterioration
112.
Multipolar Mineral Greed
111.
The Stories We Tell Ourselves
110.
Water We Doing??? More Freshwater Talks with Peter Mayer
109.
Economic Storms Ahead - Chase Calls a Recession
108.
The End of Russia (Part II)
107.
The End of Russia (A Russian Civil War?)
106.
Cash is King and Cars are Dumb
104.
A Dagger Pointed at the Heart of Antarctica
103.
The Russian Cascade - RealAgriculture Crosspost
102.
Move Over, Big Oil – Here Comes Big Shovel
99.
ARE YOU NOT ENTERTAINED??
98.
Debate: The Future of Turkey’s Economy
97.
No Cappuccinos After 11:30
95.
Preparing for Ukraine’s Counter Offensive
94.
Committing Geopolitical Suicide
93.
Thailand Election Analysis
92.
Geopolitical Flux -> Market Turbulence
91.
Turkey’s Election Results – Rapid Reaction
90.
The Trouble With Emerging Markets
89.
The Most Important Election In The Middle East
88.
Deep Dive: Uzbekistan and the Future of Eurasia
87.
The Movements to Nationalize Lithium
86.
The Economics and Geopolitics of Fracking w/ Bethany McLean (Perch Pod Repost)
85.
Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement
84.
Understanding Ransomware as a Service (RaaS)
83.
Immaculate Disinflation
82.
Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24
81.
Thriving In a Volatile Macro Environment
80.
Emergency Episode: The Future of Israel
79.
Is Turkey Still a Democracy? (Fixed Audio)
78.
Inflation’s Much Exaggerated Demise + The Power of Soft Power
77.
What is GPT, Why Should I Care? + The Future of Energy and Crypto
76.
Spotting the Next SVB - 2024 and Beyond
75.
Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations
74.
Egypt Shouldn't Be Doing Well... But It Is?
73.
Crosspost: How does the Russia-Ukraine war end? w/realagriculture
72.
Long Wheat, Short Soy
71.
Debating China’s Rise
70.
Inflation Expectations
69.
Measuring the Apex of Modern Industrial Society
68.
Cousin Marko: Balloons, Ukraine, and Kyrie Irving
67.
The Next 12 Months of War in Ukraine
65.
China's Balloon Boondoggle
64.
What is Nuclear Fusion and Why Does It Matter So Much
62.
US-China Relations with David Firestein
61.
Peru Crisis + The Many Lefts of Latin America
60.
What is the Future of the EU?
59.
Dealing with Uncertainty
58.
The Geopolitics of Macro in 2023
57.
The Geopolitics of Metals + Shorting the Euro
56.
Analysis: Brazilian Capitol Riots
55.
A Deceptively Quiet Start To 2023
54.
A Tumultuous Chinese Future
53.
Looking Ahead at 2023
52.
The End of The Iranian Regime
51.
What the Heck is Happening in China?
50. bonus
A Breakdown of Peru's Failed Coup
49.
The Not-So-Sick Man of the Euro
48.
Talking Ag and Dairy with Dan Basse
46.
A Polish Perspective on War - The Rise of the Intermarium?
45.
A Global CapEx Supercycle?
44.
Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?
43.
Predicting the Weather in 2023
42.
What you missed while the world obsessed over U.S. CPI.
41.
How Much Longer Can Russia Hold On?
40.
Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil
39.
Will Europe Survive the Winter?
38.
Stratfor: Musings on Autocracies, Democracies and Resilience
37.
Recording On The Road -- Mini Solo Episode From Dublin
35.
Making Sense of Iranian Unrest
34.
What's Up With This Market?
33.
Agricultural Currents: Food Prices, Fertilizer, & The Future
32.
Cutting the Red Tape: US Infrastructure, Pipeline Mysteries, & China
31.
Can We Realistically Tame Inflation?
29.
Emotion, Objectivity, and Investing
27.
Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)
26.
Whose Fault Is It Anyway? The Sino-Australian Breakup
25.
Uncertain Fed, Certain PBC?
24.
Here Be Animal Spirits
23.
Coffee, Chocolate, China (and Inflation)
22.
Water We Waiting For? The Decline of Fresh Water
21.
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
20.
The Art of Geopolitics w/ Stratfor
19.
Weekly Update: Is China on a Treadmill to Hell?
18.
Weekly Update: Markets, Markets, Italy!
17.
Economy, Energy, and The Odds Of a Recession
16.
Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
15.
Who's Winning the Ukraine-Russia Conflict?
13.
A Polish Perspective on The Ukraine-Russia Conflict
12.
Weekly Update 6/23 = Recession + Inflation + Energy Crisis
11.
Kazakhstan, Pakistan, & Iran 6/16
9.
Geopolitics and Investing
7.
Cousin Marko Is Back! 5/26
6.
Weekly Brief w Rob 5/27
5.
Weekly Brief w Rob 5/20
4.
Inflation, Corn, and Turkey
3.
Weekly Brief w Rob 5/12
2.
Weekly Brief w Rob 5/5
1.
Let's Talk About Sanctions
