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Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil

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Manage episode 346125729 series 3337822
Kandungan disediakan oleh Cognitive Investments. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Cognitive Investments atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.

Timestamps:

2:00-15:43 – Who wins if Russia is weak?

16:00-43:46 – U.S. booming, China on its knees

43:46-58:53 – Turkey: The Good, Bad, and the Ugly

58:53–end – Why we love Brazil

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


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

196 episod

Artwork
iconKongsi
 
Manage episode 346125729 series 3337822
Kandungan disediakan oleh Cognitive Investments. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Cognitive Investments atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.

Timestamps:

2:00-15:43 – Who wins if Russia is weak?

16:00-43:46 – U.S. booming, China on its knees

43:46-58:53 – Turkey: The Good, Bad, and the Ugly

58:53–end – Why we love Brazil

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


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

196 episod

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