Peter Mayer discusses the history the Colorado River Basin - and why it's a canary in the coal mine for the waves of water issues already sweeping the globe. Water access conflicts are going to escalate both nationally and internationally as the globe heats and our atmosphere's composition fluctuates. Peter and Jacob dive into the conflicts already occurring, ( eg. the Georgia vs. Florida water wars), the future of agriculture, and how we conserve water for posterity. Peter is a professional eng...
Aug 08, 2022•1 hr 2 min•Season 1Ep. 22
This weeks discussion covers the rising Yen, the awkard bubble that constitutes the Chinese real estate market, and what it looks like to invest in nuclear in the 21st century. Hint: Nuclear and Coal have a lot of animosity to overcome between their respective camps. Timestamps 1:12-24:00 – Around the world + China + Taiwan 24:00-30:50 – The Japanese Yen 30:50-end – Turning Coal into Nuclear Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following ...
Aug 05, 2022•48 min•Season 1Ep. 21
Rodger Baker is Executive Director at the Stratfor Center for Applied Geopolitics at RANE – Risk Assistance Network + Exchange. Timestamps 3:00-25:13: Mackinder and the Arctic 25:13-34:30: The Art of the Net Assessment 34:30-44:30: The biggest change of the last 25 years…and the biggest change to come 44:30-56:54: Will China invade Taiwan? 56:54-end: Around the world: Poland, Turkey, Indonesia, Korea, Brazil, and more Make sure to check out the Cognitive Dissidents site and services here . This ...
Aug 01, 2022•1 hr 12 min•Season 1Ep. 20
Why is no one talking about China's real estate crisis (aside from Rob and Jacob)??? It's an issue with global ramifications, extremely high stakes for China's economy, and even higher stakes for the 1.4 billion people who live inside the PRC. Timestamps 2:00-13:00 – Markets overview 13:00 - end – China real estate crisis Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac....
Jul 29, 2022•1 hr 15 min•Season 1Ep. 19
Jacob and Rob talk US Markets, Investing (as a concept), and Italy's wild new (yet old) future. Timestamps 1:50-14:35 – Rob’s update on U.S. markets/$DHI 14:35-22:15 – Discipline of Investing 22:15-41:08 – ECB/Italy 41:08 - End Technocrats, populists, democrats, oh my! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
Jul 22, 2022•53 min•Season 1Ep. 18
Marko and Jacob explore the rumbles in the US Economy, energy trends, and geopolitical headwinds across the hemispheres. Marko Papic is a Partner and Chief Strategist at Clocktower Group. Timestamps: 2:00-14:00 – U.S. Economy 14:00-21:36 – Oil/Natural Gas 21:36-35:54 – Europe 35:54-42:00 – China 42:00-52:52 – Saudi Arabia 50:52-59:11 – India 59:11-1:10:11 – Food 1:10:11-1:16:31 – Recession odds 1:16:31- end: Basketball This podcast uses the following third-party services for analysis: Podtrac - ...
Jul 18, 2022•1 hr 29 min•Season 1Ep. 17
Rob and Jacob talk Euro-Dollar Parity, China lockdowns, and a post-Abe Japan. Timestamps: 1:45-26:45 – Europe 26:45-36:10 – China 36:10 – end – Japan Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Jul 15, 2022•1 hr 7 min•Season 1Ep. 16
Sim Tack revisits the Ukraine-Russia conflict with Jacob to talk about the war as it drags into its later stages. Sim is Chief Military Analyst at Force Analysis. His expertise is in intelligence-driven approaches to the study of armed conflicts and military capabilities, as well as other resources of power that support foreign policy behavior. You can follow him on Twitter @SimTack Timestamps 4:30-16:45 – Russia-Ukraine War Update 16:45-19:45 – Grain tangent 19:45-27:15 – Who is winning? How im...
Jul 04, 2022•1 hr 4 min•Season 1Ep. 15
Jacob and Rob take the chance to explore the last 6 months of the markets, commodities, and most importantly, coffee! Timestamps: 2:00-23:20: Taking stock (GET IT?) of the last 6 months in markets 23:20-36:00: Natural Gas/Commodity Supercycle 36:00-end: Coffee Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
Jul 01, 2022•43 min•Season 1Ep. 14
Jacob brings on special guest Dr. Jacek Bartosiak to discuss the Polish perspective on the Russia-Ukraine War, the implications of Kaliningrad being sealed off from Russia, and much more. Dr. Jacek Bartosiak is the Chief Executive Officer and Founder of Strategy & Future. He is the author of best-selling books including “Pacyfik i Eurazja. O Wojnie” (Pacific and Eurasia. On War” (2016), which focuses on the ongoing great power competition in Eurasia and the possible war in the Western Pacifi...
Jun 28, 2022•56 min•Season 1Ep. 13
Jacob and Rob tackle the energy crisis as it blooms across the world, compounded with inflation woes and the big question mark of an incoming recession. Tune in to hear their thoughts. Timestamps: 1:40-31:20 Energy/Recession/Inflation Oh my! 31:20-End – Hong Kong Dollar Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
Jun 24, 2022•59 min•Season 1Ep. 12
Kamran Bokhari of the New Lines Institute dives deep into the turbulence brewing in Eurasia, with the war in Ukraine destabilizing some already tenuous relationships with Russia, and the US's decision to withdraw from Afghanistan and leave the Taliban in charge - The US, China, Pakistan, Turkey, and Iran are all pushing for a foothold in the region, with Kazakhstan at the center of this tug-of-war. Kamran Bokhari is Director of Analytical Development at the New Lines Institute. You can find his ...
Jun 20, 2022•1 hr 4 min•Season 1Ep. 11
What's happening at the Fed? What does the future of the market look like? Is crypto in big trouble? Is this the end of Big Tech as we know it? Timestamps: 0:00-13:40 – The Federal Reserve 13:40-32:47 – Market optimism/cryptocurrencies 32:47 – 44:44 – Big Tech’s Peak 44:44 – end – The EU and how to navigate this market Thanks for tuning in! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https:/...
Jun 17, 2022•1 hr•Season 1Ep. 10
Jacob and Rob sit down together (in person!) to talk about the crossover between geopolitics and investing, why it makes sense to combine the two, and what they've learned in their time using them together. Questions? Comments? Reach out at: kristin@cognitive.investments Website: https://cognitive.investments This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
Jun 13, 2022•1 hr 2 min•Ep. 9
The lads talk macro, China, Latin America, and eventually dive into the fascinating news behind Vietnam's development of a new African Swine Fever vaccine. Timestamps: 1:15-7:40 – US Macro 7:40-13:55 – China 13:55 –35:25 – Colombia/LatAm/Populism 35:25-end – African Swine Fever Thanks for tuning in! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
Jun 03, 2022•46 min•Season 1Ep. 8
Marko Papic hops on the CD Pod to talk Biden's new missteps, India, Russia, and SO much more. Marko is a partner and strategist at the Clocktower Group, as you've probably heard us say before - make sure to reach out to us with your thoughts, reactions, or insights! 1:15-21:15: Taiwan/Latin America 21:15-41:15: Russia/Ukraine 41:15-50:05: Europe 50:05-end: Basketball Questions? Comments? Reach out at: kristin@cognitive.investments Website: https://cognitive.investments This podcast uses the foll...
May 30, 2022•1 hr 10 min•Season 1Ep. 7
A dose of markets and geopolitics to hopefully get your mind off of the horrific events occurring in the USA this week. Stay safe out there. 1:37-10:50 Market Update 10:50-28:20 Europe 28:20-End Grains + psychology of investing Thanks for tuning in! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
May 27, 2022•50 min•Season 1Ep. 6
Rob and Jacob discuss US Markets, Oil, China, and American Exceptionalism. 0:30-15:30: U.S. markets 15:30-21:45: Oil 21:45-36:30: China 36:30-end: On American exceptionalism Thanks for tuning in! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
May 20, 2022•51 min•Season 1Ep. 5
Chase Taylor joins Jacob for yet another amazing conversation. They dive into Inflation, Corn, Energy, and, of course, Turkey. Enjoy the show! Questions? Comments? Reach out at: kristin@cognitive.investments Website: https://cognitive.investments This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
May 16, 2022•59 min•Season 1Ep. 4
Welcome to week two! Rob and Jacob are back at it, updating you on the latest and greatest trends in the Market, Supply Chains, and Tech. 00:30:-23:00 Market update 23:00-31:20: Mexico supply chains 31:20-end: “Friction” and technology Thanks for tuning in! Make sure to check out the Cognitive Dissidents site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
May 13, 2022•49 min•Season 4Ep. 3
Rob and Jacob hop on the first of many weekly calls to break down the events they've seen around the world this week. They cover: The return of the travel economy American policy updates The news cycle Mexico Iran France Ukraine Germany and Japan's new partnership and much, much more! Thanks for tuning in! Check out our site and services here . This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp...
May 06, 2022•59 min•Season 1Ep. 2
Brian O'Toole joins Jacob on the new channel, exploring the concept of sanctions as a geopolitical weapon. If you haven't please subscribe to keep up with more Perch Pod formatted content, along with deep dives into history, market explorations, and much, much more! Cheers! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
May 02, 2022•49 min•Season 1Ep. 1
