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

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This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp