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Producer & Host: Demetri Kofinas
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Episode Recorded on 03/17/2022
The Price of Time in a World Without Interest | Edward Chancellor
Why Global Liquidity Matters Now More Than Ever | Michael Howell
How to Prepare for the Next Taiwan Strait Crisis | Dmitri Alperovitch, Elbridge Colby, & Jamil N. Jaffer
A Recession, More Inflation, or Both? | Eric Basmajian
Global Macro in an Age of Great Power Conflict | Demetri Kofinas
American Defense in an Age of Great Power Conflict | Elbridge Colby
What’s Driving the Price of Oil? A Supply-Side Story | Rory Johnston
Turkish-Greek Relations & Battle Over the Eastern Mediterranean | Ryan Gingeras
Rise of Shadow Banking & Risks of a Financial Crisis | Lev Menand
Energy Geopolitics & the Remaking of the Modern World | Helen Thompson
Value Investing & How to Have “Soul in the Game" | Vitaliy Katsenelson
The Power of Crisis & How to Fight a Geopolitical Recession | Ian Bremmer
How to Trade Market Sentiment & Why Inflation Is Coming Down | Jared Dillian
The Path Towards Self-Actualization & How to Overcome Your Fears | Demetri Kofinas
The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
Revenge of the Dollar & the Meltdown in Global Markets | Brent Johnson
The Collapse of LUNA & UST and the Vulnerability in Crypto | Nathaniel Whittemore
The New Era of Great Power Competition | John Mearsheimer & Stephen Walt
Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
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