Rob is busy trying to get French citizenship, so favorite-guest Chase Taylor from Pinecone Macro joins the podcast to talk U.S. macro, oil and natural gas prices, and how to think about investing in a world of doom & gloom.
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Timestamps:
(00:00) - Intro
(00:45) – U.S. macro
(09:26) – Oil
(20:15) – NatGas
(27:55) – U.S. v. Intl | Hong Kong/China
(41:35) – Extrapolating doom: Egypt and Pakistan
(49:10) – Bitcoin
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
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