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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