329.
Decapitation Strike
00:30:25
328.
Healthy Climate Skepticism (?)
00:58:50
327.
The Cold War That Wasn’t
01:01:50
326.
Takaichi's New Japan
01:11:54
325.
War With Iran
00:58:21
324.
Land, Debt, and Decline
00:52:41
323.
The Black Sea Isn’t Quiet Anymore
00:50:58
322.
Fed Under Fire
00:51:04
321.
Measuring Risk
00:40:36
320.
For My Friends, Everything; For My Enemies, The Law
00:59:07
319.
Bye Bye Maduro, You Gone Now
00:21:13
318.
Money and Control
00:46:11
317.
Right Wing Ascendant
00:53:31
316.
The Return of Imperial Strategy
00:57:23
315.
The Geography of a Missing Daughter
00:52:51
314.
The Geopolitics of Personalized Money
01:04:42
313.
Demand Shock
01:01:06
312.
"What the West Should Learn from China"
01:09:22
311.
“The Longevity Dividend, or, Why You Shouldn’t Bathe in the Blood of Virgins”
01:02:41
310.
“ChatGPT is so mid”, or, Why AI Won’t Change the World
00:59:44
309.
The Legality of Trump’s Tariffs and U.S. Trade Power
00:51:45
308.
The Shrimp Among Whales
00:51:55
307.
The Rightist International
01:06:54
306.
Sovereignty vs. Swipe Fees
01:00:34
305.
A Wild New Era of Japanese Politics
00:57:55
304.
Leverage on Leverage on Leverage
01:00:24
303.
The Government Is Coming For Your [insert asset here]
01:01:57
302.
Techno-Feudal Estates
01:03:44
301.
Alone in the Insane Asylum
01:06:34
300.
Youth Against Government
00:46:56
299.
“Bitcoin is a Miracle”
01:13:36
298.
Deterrence by Punishment
00:55:47
297.
Soft Dictatorship, Big Tariffs
01:15:46
296.
Pissing in the Public Pool
00:56:28
295.
Fiscal Reality and Financial Repression
01:02:23
294.
The White Nationalist Social Democracy
01:09:16
293.
Our Post-Neoliberal Moment (w/ Mike Konczal)
00:52:31
292.
Our Currency, Your Problem
01:09:44
291.
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun)
00:54:08
290.
The Largest Standing Army In Europe
00:49:51
289.
Latin America's Moment in Global Chaos
00:47:25
288.
Tariffs, Trust, and Tokyo
00:48:16
286.
Israel Strikes Iran P1: Security Expert Hamidreza Azizi
00:29:02
287.
Israel Strikes Iran P2: Analyst Kamran Bokhari
00:33:03
285.
Stablecoins and the Geopolitics of Trust
01:16:06
284.
Ukrainian Drone Attack and the Future of War
00:53:11
283.
The Juice Is Already Killing Us
01:05:10
282.
The Most Terrifying Insect You’ve Never Heard Of
00:56:38
281.
The Froth of Grift
01:07:02
280.
The Reverse Currency Crisis That Isn’t
01:07:52
279.
The Indus Waters Are Getting Hot
00:52:30
278.
Latinos for Trump (But Make It Complicated)
00:58:50
277.
The Pahalgam Terrorist Attack
00:58:11
276.
Go Where The Fiscal Is
00:56:37
275.
The Economy Has COVID
00:51:31
274.
Separating Signal From Noise (with Rob!)
00:53:51
273.
Let Them Drink Bleach
00:49:42
272.
Blessing by Blowtorch
01:02:07
271.
Riding on the Hog of a Fiscal Orgy
01:44:23
270.
🇺🇸 Liberation Day 🇺🇸
00:57:15
269.
At the Frontline of the South China Sea and Democracy
00:53:53
267.
Geopolitical Cousins - Get Off Our Lawn
00:59:21
268.
Beware the Profit Recession and India’s Stock Bubble
00:40:03
266.
Will Trump Go to War with Iran?
01:57:51
265.
Messing Around and Finding Out
01:09:04
264.
Pulling the Wrong Levers
01:06:29
263.
The Thing about Tariffs
00:46:24
262. bonus
Did the US Just Abandon Ukraine?
01:02:00
261.
Mr. Market Is Not Happy
00:34:40
260.
Trade Wars are Metal Wars
00:57:15
259.
Perceived Concessions
01:00:41
258.
Stop Waiting To Live a Good Life
01:31:25
257.
USAID's Demise: What It Means for Global Power and U.S. Influence
00:54:20
256.
#256 - And Now, The Weather
00:40:52
255.
#255 - Strategic Ketchup Reserve
01:03:14
254.
#254 - Geopolitical Cousins
01:33:22
253.
#253 - Lose the War, Win the Peace
00:50:27
252.
#252 - Mexican Leverage
00:56:27
251.
#251: Don't Forget The DRC
00:22:28
250.
#250 - Hungarian Baby Incentives
00:57:55
249.
#249 - Trumpismo Rising
01:13:25
248.
#248 - Yet Another New World Order 🙄
00:58:39
247.
#247 - Syria
00:58:58
246.
#246 - Government Collapse Week
00:56:38
245.
#245 - Bully Capitalism
01:01:31
244.
#244 - Japan is Waking
00:48:13
243.
#243 - Trump's Triumph: What the Election Means for America and the World
01:08:03
243. bonus
Four More Years: Trump 2.0 and What Comes Next
02:21:24
242.
#242 - Gold, Migration, and Cocaine
00:56:25
241.
#241 - U.S. Election 2024 Preview
00:57:54
240.
#240 - The Illusion of Moral Decline
00:43:16
239.
#239 - Introducing Club CI
00:59:01
238.
#238 - The Future of the Middle East: Reflections on a Year of Conflict
01:01:53
237.
#237 - Fires, Strikes and Brazilian Success
00:56:11
236.
#236 - Iran’s Strategic Loneliness
00:49:44
235.
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko
01:48:00
234.
#234 - Alberto Fujimori, 1938-2024
01:06:10
233.
#233 - Bladerunner 2024 and China Stimulus
00:59:35
232.
#232 - Why Simplify When You Can Complicate?
01:11:09
231.
#231 - Paging Hezbollah
01:02:38
230.
#230 - Microgeopolitics of Fargo and Brazil v. X
00:50:30
229.
#229 - Understanding WHO's Mpox Declaration
00:53:24
228.
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
00:34:37
227.
#227 - The Tactical Objectives of Ukraine's Offensive Push
00:45:10
226.
#226 - Monkeypox and AI
00:51:03
225.
#225 - Great Power Network Competition and Bitcoin (and Aliens)
00:58:31
224.
#224 - Sober Liquidity
00:55:30
223.
#223 - Economic Possibilities for our Grandchildren (An Update)
00:58:50
222.
#222 - Maduro and Venezuela
00:59:59
221.
#221 - There IS A World Outside The U.S. Election (I Promise)
00:54:33
220.
#220 - The Trump Assassination Attempt
01:14:50
219.
#219 - How The Crusades Created Trusts as We Know Them
01:00:31
218.
#218 - Revolt of the Masses
00:48:13
217.
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
00:52:17
216.
#216 - Double Your Pleasure, Double Your Shap
01:05:28
215.
#215 - The Ozempic Boom and the Future of Biotech
00:55:00
214.
#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue
00:31:44
213.
#213 - Crime in Latin America and the Virtue of Pessimism
01:20:34
212.
#212 - France’s Elections: Historic and Hysteric
00:54:21
211.
#211 - Things To Come
00:07:42
210.
#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre
00:53:52
209.
#209 - Let’s Talk About Artificial Intelligence
01:09:36
208.
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke
01:02:14
207.
#207 - Dmitri Alperovitch: World on the Brink
00:51:18
206.
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
00:31:28
205.
#205 - Akshar Patel: Caste, Hindutva, and India's Elections
01:06:53
204.
#204 - Weekly Update: Darth Fed
01:00:25
203.
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
00:56:41
202.
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
01:09:12
201. bonus
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
00:19:44
200.
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
01:13:01
199.
#199 - How to Avoid a U.S.-China War
01:07:45
198.
#198 - Brazil Under Water
00:31:41
197.
#197 - Weekly Update: China, France, and Steel
00:51:01
196.
#196 - Sanaa Kamal: A Voice from Gaza
00:41:42
195.
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel
01:06:33
194.
#194 - Dee Smith: God, Sex, & Death
00:59:29
193.
#193 - Marko’s Back!
01:18:58
192.
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish"
00:44:48
191.
Emergency Update: Are we heading into World War Three?
00:26:43
190.
#190 - Weekly Update: 47 Crises in 17 Years
00:59:01
189.
#189 - Weekly Update: Coronal Mass Ejection
01:02:07
188.
#188 - James Meadway: The First Crisis of the Anthropocene
00:57:06
187.
#187 - Sim Tack: Can Ukraine Still Win Against Russia?
01:00:26
186.
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens
01:05:17
185.
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes
00:40:29
184.
#184 - Kevin Evans: The Largest Invisible Thing in the World
00:57:32
183.
#183 - Weekly Update: What is a Doji (and Why Should I Care?)
01:13:44
182.
#182 - Gary Saul Morson: Russian Exceptionalism
00:45:07
181.
#181 - Weekly Update: What If Trump Wins? (Tariff edition)
00:54:27
180.
#180 - Matt Gertken: The "Black Swan" Scenarios
00:47:25
179.
Pleasant Prairies and A Middle East Update
01:04:29
178.
What’s in a name? (North Korea edition)
00:44:02
177.
The Horseradish Capital of the World
01:00:22
176.
Making Astrology Respectable
00:52:21
175.
Extrapolating Doom
00:57:58
174.
Dams and the Rio Grande
00:41:34
172.
The Blood of the Martyrs
00:51:44
171.
What's Happening (Right Now) With the Weather?
00:52:55
169.
Trouble in the Red Sea, logistics snarls, China, and the U.S. election
00:23:55
168.
What the Media Missed This Week
00:58:08
167.
Retrospectives and Predictions for the Ukraine War
00:50:50
166.
Cocaine and the Catholic Church
01:00:59
165.
What's Happening in the DRC?
01:08:08
164.
We're Worried About the Middle East
00:52:37
163.
Here's Looking At You, Dad
00:28:26
162.
Cybersecurity + Geopolitics (Matt Pines)
00:45:25
161.
The Art of Geopolitics with Stratfor
00:45:25
160.
Okay But... What IS Geopolitics?
00:52:30
159.
Remapping Global Supply Chains
00:50:38
158.
Strategic Intelligence Lessons for Decision-Makers
00:42:20
156.
Demystifying Chips, US-China Relations, & Intellectual Property
01:00:18
157.
President Javier Milei
00:22:42
155.
Playing Golf (Probably) Won’t Make You a Better Investor
00:52:39
154.
The Implosion of Ukraine
00:49:57
153.
Something Rotten In The State of Ukraine
00:40:41
152.
Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil
01:00:17
151.
Hard Times in the 21st Century w/ Helen Thompson
01:04:10
150.
Monopolies and Innovation
00:54:24
149.
The Worst Is Over for Argentina?
01:16:56
148.
Don’t Trust The Gurus
00:56:07
147.
Uncertainty and Ideology
01:10:12
146.
Turkey’s Perspective
00:32:19
145.
The Future of the Post-Soviet World
00:53:19
144.
Fraying World Order - Intrigue Outloud Crosspost
00:47:10
143.
What You Missed During the War
01:08:00
142.
This Time Is Different
01:07:21
141.
Not The Worst It Can Be: An Israeli Perspective
00:50:20
140.
Settling Scores
01:25:37
139.
The First Israeli-Palestinian War
00:29:15
138.
Opium War Lessons (For Fentanyl)
00:53:53
137.
Agriculture x Geopolitics (RealAgriculture Crosspost)
00:37:08
136.
The Politics of Hope
00:49:03
135.
Hope is the Last Thing that Dies
01:02:25
134.
Why Should I Care About Nagorno-Karabakh?
01:04:42
133.
The Pitfalls of Green Energy Policies
00:48:21
132.
50 Years Since Allende - An Update on Chile
00:47:49
131.
The Modern Geopolitics of Turkey
00:42:34
130.
Japan: A Story of Stagnation and Change
00:52:37
129.
The Depreciable Life of Information
01:07:52
128.
Hope and Change in Latin America
00:52:57
127.
WTF Happened to Prigozhin?!
00:20:50
126.
Superconductors and The Future of Fusion
01:05:44
125.
Call Me “Jake Solo” 😏
00:19:44
124.
Canadian Beef (RealAg Crosspost)
00:27:31
123.
The Pain of Deglobalization
01:15:48
122.
Colonialism 2.0 - The Scramble for Africa
00:59:58
121.
Niger’s Coup
01:01:38
119.
Course Correction: China, Brazil, Turkey + More
00:54:01
118.
Western Mining Tech is 40 Years Behind
00:41:38
117.
Is The Weather Getting Worse?
01:02:42
116.
EVs Are Not the Future
01:01:52
115. bonus
Black Sea Grain Collapse
00:25:36
114.
Erdogan, Hotdogs & AI
00:56:16
113.
Sim Tak's War Update + African Deterioration
01:03:07
112.
Multipolar Mineral Greed
00:15:35
111.
The Stories We Tell Ourselves
01:03:10
110.
Water We Doing??? More Freshwater Talks with Peter Mayer
00:49:22
109.
Economic Storms Ahead - Chase Calls a Recession
01:08:17
108.
The End of Russia (Part II)
01:15:21
107.
The End of Russia (A Russian Civil War?)
00:16:51
106.
Cash is King and Cars are Dumb
00:49:50
105.
Go Woke, Go Broke?
01:07:38
104.
A Dagger Pointed at the Heart of Antarctica
00:54:53
103.
The Russian Cascade - RealAgriculture Crosspost
00:38:25
102.
Move Over, Big Oil – Here Comes Big Shovel
00:52:43
101.
Forecast Revisited
01:09:02
100.
Sucker’s Game
01:00:54
99.
ARE YOU NOT ENTERTAINED??
00:53:29
98.
Debate: The Future of Turkey’s Economy
00:43:24
97.
No Cappuccinos After 11:30
00:50:57
96.
Failed Breakout
00:55:24
95.
Preparing for Ukraine’s Counter Offensive
00:55:37
94.
Committing Geopolitical Suicide
01:00:43
93.
Thailand Election Analysis
00:34:56
92.
Geopolitical Flux -> Market Turbulence
01:05:35
91.
Turkey’s Election Results – Rapid Reaction
00:26:21
90.
The Trouble With Emerging Markets
01:01:21
89.
The Most Important Election In The Middle East
00:54:41
88.
Deep Dive: Uzbekistan and the Future of Eurasia
00:56:44
87.
The Movements to Nationalize Lithium
01:04:18
86.
The Economics and Geopolitics of Fracking w/ Bethany McLean (Perch Pod Repost)
00:48:31
85.
Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement
01:01:37
84.
Understanding Ransomware as a Service (RaaS)
01:06:31
83.
Immaculate Disinflation
00:56:27
82.
Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24
00:54:48
81.
Thriving In a Volatile Macro Environment
00:53:19
80.
Emergency Episode: The Future of Israel
00:22:42
79.
Is Turkey Still a Democracy? (Fixed Audio)
00:53:04
78.
Inflation’s Much Exaggerated Demise + The Power of Soft Power
01:07:57
77.
What is GPT, Why Should I Care? + The Future of Energy and Crypto
00:54:30
76.
Spotting the Next SVB - 2024 and Beyond
00:55:39
75.
Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations
01:02:00
74.
Egypt Shouldn't Be Doing Well... But It Is?
00:46:13
73.
Crosspost: How does the Russia-Ukraine war end? w/realagriculture
00:33:23
72.
Long Wheat, Short Soy
01:03:47
71.
Debating China’s Rise
01:04:26
70.
Inflation Expectations
01:04:04
69.
Measuring the Apex of Modern Industrial Society
00:46:24
68.
Cousin Marko: Balloons, Ukraine, and Kyrie Irving
00:59:35
67.
The Next 12 Months of War in Ukraine
01:00:01
66.
Human Capital
01:04:42
65.
China's Balloon Boondoggle
00:15:20
64.
What is Nuclear Fusion and Why Does It Matter So Much
00:58:56
63.
Asynchronous Waves
00:52:22
62.
US-China Relations with David Firestein
01:02:46
61.
Peru Crisis + The Many Lefts of Latin America
01:03:37
60.
What is the Future of the EU?
00:50:53
59.
Dealing with Uncertainty
00:52:08
58.
The Geopolitics of Macro in 2023
00:52:27
57.
The Geopolitics of Metals + Shorting the Euro
00:54:08
56.
Analysis: Brazilian Capitol Riots
00:27:34
55.
A Deceptively Quiet Start To 2023
01:09:07
54.
A Tumultuous Chinese Future
00:55:18
53.
Looking Ahead at 2023
00:48:16
52.
The End of The Iranian Regime
00:58:30
51.
What the Heck is Happening in China?
00:56:05
50. bonus
A Breakdown of Peru's Failed Coup
00:26:31
49.
The Not-So-Sick Man of the Euro
01:02:50
48.
Talking Ag and Dairy with Dan Basse
00:35:43
47.
Tiananmen 2.0?
00:46:23
46.
A Polish Perspective on War - The Rise of the Intermarium?
00:58:59
45.
A Global CapEx Supercycle?
00:55:49
44.
Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?
01:03:39
43.
Predicting the Weather in 2023
00:54:46
42.
What you missed while the world obsessed over U.S. CPI.
00:55:23
41.
How Much Longer Can Russia Hold On?
01:21:13
40.
Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil
01:17:59
39.
Will Europe Survive the Winter?
01:05:40
38.
Stratfor: Musings on Autocracies, Democracies and Resilience
00:42:50
37.
Recording On The Road -- Mini Solo Episode From Dublin
00:24:28
36.
Taking Stock
00:54:50
35.
Making Sense of Iranian Unrest
00:58:42
34.
What's Up With This Market?
00:55:38
33.
Agricultural Currents: Food Prices, Fertilizer, & The Future
01:15:20
32.
Cutting the Red Tape: US Infrastructure, Pipeline Mysteries, & China
00:57:10
31.
Can We Realistically Tame Inflation?
01:07:18
30.
Ukraine Is Winning
00:55:50
29.
Emotion, Objectivity, and Investing
00:56:51
28.
Return of the Pod!
01:02:44
27.
Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)
01:03:52
26.
Whose Fault Is It Anyway? The Sino-Australian Breakup
01:10:19
25.
Uncertain Fed, Certain PBC?
00:54:26
24.
Here Be Animal Spirits
01:10:20
23.
Coffee, Chocolate, China (and Inflation)
01:09:41
22.
Water We Waiting For? The Decline of Fresh Water
01:01:40
21.
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
00:47:50
20.
The Art of Geopolitics w/ Stratfor
01:11:55
19.
Weekly Update: Is China on a Treadmill to Hell?
01:15:09
18.
Weekly Update: Markets, Markets, Italy!
00:53:07
17.
Economy, Energy, and The Odds Of a Recession
01:28:56
16.
Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
01:06:48
15.
Who's Winning the Ukraine-Russia Conflict?
01:04:18
14.
Weekly Update 7/1
00:43:04
13.
A Polish Perspective on The Ukraine-Russia Conflict
00:56:12
12.
Weekly Update 6/23 = Recession + Inflation + Energy Crisis
00:59:27
11.
Kazakhstan, Pakistan, & Iran 6/16
01:04:25
10.
Weekly Update 6/16
00:59:35
9.
Geopolitics and Investing
01:02:00
8.
Weekly Update 6/2
00:45:55
7.
Cousin Marko Is Back! 5/26
01:09:40
6.
Weekly Brief w Rob 5/27
00:49:45
5.
Weekly Brief w Rob 5/20
00:50:35
4.
Inflation, Corn, and Turkey
00:58:49
3.
Weekly Brief w Rob 5/12
00:48:51
2.
Weekly Brief w Rob 5/5
00:59:26
1.
Let's Talk About Sanctions
00:48:53
