1. What led to the Capital Riots on January 8th situation?
2. Is there a significant threat to Democracy inside of Brazil?
3. Will there be significant geopolitical fallout for Brazil's neighbors?
4. What will Brazil's domestic fallout look like?
5. How will this affect global markets or long positions in the Brazilian market?

Make sure to check out the Cognitive Dissidents site and services here.

The Global Situation Report (CI Newsletter)

Cognitive Investments

2023 has started off with a fairly subdued international news cycle... but the world hasn't stopped turning. So, what's lurking beneath the surface? What are we missing (besides Kevin McCarthy's humiliation at the hands of his own party)?

Tune in to hear the latest updates on everything going on outside of our little bubble - across Europe, Asia, Latin America and the food markets!

Timestamps:

0:00-7:26 – Europe

7:26-18:53 – Japan

18:53 – 23:06 – China

23:06 – 36:15 – Copper

36:15 – 50:45 – Soybeans

50:45 – end – Latin American/Mexico

Make sure to check out the Cognitive Dissidents site and services here.

The Global Situation Report (CI Newsletter)

Cognitive Investments

What does the immediate future of China look like?

Is China a threat to the US dominance of markets and military?

John Minnich and Jacob Shapiro talk about the future of the PRC, how China and the US stack up against one another in a multi-polar world, China's struggles in the tech industry, and their ever-looming presence in neighboring countries.

John Minnich is a PhD candidate in International Relations and Comparative Politics at MIT

Timestamps:

1:40-10:50 – China 2023

10:50 - 27:10 – Is China a threat to the U.S.?

27:10 – 35:02 – China Chips/AI

35:02-49:22 – Chinese technology transfer policy

49:22 – end – South Korea? Taiwan? Japan?

Make sure to check out the Cognitive Dissidents site and services here.

What's coming for 2023? Obviously, we can't predict the future - but we can make some educated guesses about what's to come. Are we moving towards a unipolar, bipolar, or multipolar global system? Global monetary policy is moving in some novel (yet still stale) directions, globalization is evolving as geopolitics shapes international relations, and somehow Russia is still grinding away at Ukraine. Tune in for some interesting surprises

Timestamps:

0:00-4:43 – Intro

4:43 - 17:26 – The Bank of Japan’s surprise

17:26-end – Looking back at 2022 and a head 2023

Make sure to check out the Cognitive Dissidents site and services here.

Kamran rejoins the show without much optimism to offer – for Iran, for Pakistan, or for much of the Muslim world. Central Asia, however, might be the silver lining.

Timestamps:

1:22 - 32:20 – Iran

32:20 - 39:10 – Turkey

39:10 – 52:40 Islam/Pakistan

52:40 – end – Any optimism?

Make sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob discuss the latest developments in geopolitics and markets. They dissect the U.S. inflation print before discussing why the euro is at a critical moment, why no one should be certain about China going into 2023, and some peripheral risks that aren’t being focused on enough. They also discuss Jacob’s savant-level soccer predictions.

Timestamps:

2:00-12:05 – U.S. Macro

12:05-20:10 – Pivotal moment for Europe

20:10-40:29 – China is confusing

40:14–48:20 – Canary in Southeast Asia

48:20-end – Grains + Argentina

Make sure to check out the Cognitive Dissidents site and services here.

Elohim Monard joins Jacob for an emergency podcast to discuss the “dumbest coup attempt in history.” They discuss what happened this week in Peru, why it happened, and what it means for the future.

Make sure to check out the Cognitive Dissidents site and services here.

Rob and Jacob break down false narratives on U.S. macro and on German de-industrialization before taking a trip around the world and looking at key issues in the EU-Hungary conflict, and China’s COVID-19 and real estate problems. They close with some optimism about Japan and ways of thinking about demographics and globalization in a rapidly changing world.

Timestamps:

1:22 - 10:40 - False Narratives in Macro

10:40 - 23:00 - German De-Industrialization

23:00 - 36:26 - Hungary's Bad Bets

36:26 - 43:00 - China's COVID-19 & Real Estate Problems

43:00 - End - Japan

Make sure to check out the Cognitive Dissidents site and services here.

Dan Basse and Jacob sit down in person to talk about the world, markets, and, of course, agriculture!

Dan Basse is President of AgResource and a fantastic guest! https://agresource.com/about/

Timestamps

2:00 – 14:00 – Recapping presentations at PDPW

14:00-26:00 – Peak U.S. Farmland/2023 Predictions/Russia-Ukraine

24:00 – end: Why people underestimate Brazil + thoughts on Mexico

Make sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob gather for their weekly chat and discuss the protests in China and what is being missed about them. They then discuss the quietly deteriorating trade relationship between the U.S. and EU before focusing in on developments in Latin America, especially the problems in Mercosur and how Brazil may or may not capitalize. 

Timestamps

1:15-20:15 – China

20:15-30:00 – U.S.-EU relations

30:00 – end: Latin America + multipolarity

Make sure to check out the Cognitive Dissidents site and services here.