The Jacob Shapiro podcast

المحتوى المقدم من Jacob Shapiro. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jacob Shapiro أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Jacob Shapiro Podcast explicit

منزل السلاسل•Feed

Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

294 حلقات

#Trading #Politics #Business #News #Jacob Shapiro #News Talk

The Jacob Shapiro Podcast explicit

32 subscribers

updated منذ 3 أيام

منزل السلاسل•Feed

294 حلقات

#Trading #Politics #Business #News #Jacob Shapiro #News Talk

ทุกตอน

1
Our Currency, Your Problem 1:09:44

منذ 3 أيام1:09:44

التشغيل لاحقا

قوائم

إعجاب

احب

1:09:44

Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump’s criticism of the Fed, and the potential political and market-driven forces affecting rate decisions. They explore Fed mechanics, historical precedent for presidential interference, and potential appointments like Scott Bessent. They also examine the inflationary impact of trade policy, tariff theatrics, and global economic slowdown signals. The episode concludes with Rob’s investment outlook—bearish on bonds, cautious on equities, and optimistic about international and niche small-cap opportunities. -- Timestamps: (00:00) - Introduction (00:13) - Discussion on Interest Rates and Political Interference (01:29) - Casual Conversation and Personal Updates (02:54) - Focus on Jerome Powell and Fed Criticism (09:54) - Mechanics of the Federal Reserve System (14:55) - Historical Context and Presidential Influence on the Fed (25:35) - Scott Bessant's Role and Potential Impact (33:58) - Critique of Janet Yellen's Bond Strategy (35:02) - Challenges of Managing National Debt (35:40) - Market Reactions and Yield Predictions (39:49) - Impact of Tariffs and Trade Deals (44:26) - Inflation and Economic Indicators (57:15) - Investment Strategies in Current Market (01:08:28) - Concluding Thoughts and Recommendations -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun) 54:08

منذ 7 أيام54:08

54:08

Jacob Shapiro speaks with Fahd Humayun about the shifting geopolitical dynamics in South Asia and the Middle East. They discuss Pakistan’s perspective on the Iran-Israel conflict, U.S.-Pakistan relations under a potential second Trump term, and the strategic implications of Pakistan’s recent military and diplomatic moves. The conversation also explores India-Pakistan tensions, the lowering threshold for military escalation, the role of China in regional alliances, and the internal political challenges facing Pakistan. Humayun emphasizes the need for regional diplomacy, stability, and cautious optimism about Pakistan’s political and democratic future. -- Timestamps: (00:00) - Introduction (01:11) - Current Geopolitical Tensions: Iran, Israel, and Pakistan (03:48) - Pakistan's Perspective on US Intervention (05:16) - Unprecedented Meeting: Pakistani Army Chief and President Trump (08:05) - Historical Context: Pakistan-US Relations (12:44) - India-Pakistan Relations: Recent Developments (31:21) - China's Role in South Asia (43:36) - Domestic Politics in Pakistan (50:37) - Conclusion and Final Thoughts -- Referenced in the Show: Fahd's Website: https://www.fahdhumayun.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Largest Standing Army In Europe 49:51

منذ 10 أيام49:51

49:51

Jacob Shapiro and Rob Larity discuss the recent Israel-Iran conflict and its geopolitical impacts, including President Trump's ceasefire announcement. They analyze the muted market reactions, particularly oil's price drop, despite heightened tensions. The conversation then explores significant shifts in U.S.-Japan relations, highlighting Japan's rising outward investments as indicative of strategic realignments. Finally, Jacob and Rob reflect on navigating uncertainty, advocating long-term strategic thinking over reactive trading, and emphasizing the importance of preserving mental clarity amid rapid global changes. -- Timestamps: (00:00) - Introduction (04:51) - Markets! (16:04) - Japan's Economic Strategy and Global Investments (25:41) - US-Japan Relations: Pre-existing Tensions (26:31) - Economic Logic and Japanese Investment (27:58) - Japan's Military Capabilities and Global Perceptions (30:18) - Japan's Foreign Policy and Public Opinion (32:17) - Navigating Global Uncertainty and Market Impacts (33:16) - Trading Geopolitics: Challenges and Strategies (35:08) - Media Influence and Protecting Your Time (40:46) - Final Thoughts and Advice -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Latin America's Moment in Global Chaos 47:26

منذ 17 يومًا47:26

47:26

Jacob Shapiro sits down with Facundo Robles, Program Coordinator at the Wilson Center’s Latin America Program, for a wide-ranging conversation on how the Israel-Iran conflict intersects with Latin America’s geopolitical and economic realities. They unpack why Latin America remains relatively stable amid global volatility, and how rising oil, fertilizer, and agricultural prices might impact countries like Mexico, Argentina, and Brazil. The conversation weaves through U.S.-China competition, Argentina’s foreign policy under Milei, and Venezuela’s provocative posturing. -- Timestamps: (00:00) - Introduction (04:03) - Impact of Israel-Iran War on Latin America (05:50) - Regional Stability and Conflicts in Latin America (12:26) - Country-Specific Analysis: Mexico (18:17) - Country-Specific Analysis: Argentina (42:40) - Country-Specific Analysis: Venezuela (45:42) - Conclusion -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Tariffs, Trust, and Tokyo 48:17

منذ 19 يومًا48:17

48:17

In this episode, Jacob speaks with Japan analyst Tobias Harris to unpack rising tensions in U.S.-Japan trade relations amid the Trump administration’s tariff blitz. They explore how Japan—historically a close U.S. ally—is reacting to unclear demands, internal U.S. policy chaos, and the potential collapse of trust in American economic leadership. Tobias breaks down the limits of personal diplomacy, the legacy of Shinzo Abe, and why Japan is quietly building plan B trade alliances. They also cover Japan-China relations, a political shift in South Korea, and how domestic rice prices could determine Prime Minister Ishiba’s fate. Global stakes, local politics—fully intertwined. -- Timestamps: (00:00) - Introduction (01:14) - Japan-US Trade Relations (04:00) - Internal US Negotiation Issues (09:39) - Japan's Strategic Dilemmas (14:09) - Hypotheticals and Future Scenarios (18:50) - Impact of Abe's Relationship with Trump (24:10) - Japanese Relations with China (25:25) - Japan's Efforts to Repair Relations (28:31) - South Korea's New Leadership (29:57) - Challenges in Japan-South Korea Relations (36:13) - Japanese Domestic Politics (40:50) - The Importance of Rice in Japanese Politics (46:48) - Growing Interest in Japan -- Referenced in the Show: Tobais' SubStack - https://observingjapan.substack.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Israel Strikes Iran P2: Analyst Kamran Bokhari 33:03

منذ 24 يومًا33:03

33:03

Jacob Shapiro is joined by Middle East expert Kamran Bokhari to analyze the rapidly unfolding Israeli military strikes on Iran. They discuss the strategic implications of Israel’s targeted attacks on IRGC leadership, the potential for regime instability in Tehran, and the calculus behind Washington’s response. Bokhari introduces the concept of “evolutionary regime change” and outlines scenarios ranging from internal coups to regional realignment. Together, they explore whether Israel’s aim is nuclear deterrence or regime collapse, and what options remain for an Iranian response. It’s a fast-moving, high-stakes conversation on Middle Eastern geopolitics. -- Timestamps: (00:00) - Introduction and Episode Overview (02:09) - Initial Reactions to Recent Events (04:21) - Analyzing Israel's Strategy (08:11) - Potential Outcomes and Scenarios (27:01) - Regional Reactions and Implications (32:08) - Conclusion and Final Thoughts -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Israel Strikes Iran P1: Security Expert Hamidreza Azizi 29:03

منذ 24 يومًا29:03

29:03

Jacob Shapiro speaks with Iranian security expert Hamidreza Azizi to unpack Israel’s unprecedented strikes on Iran. They explore the strategic implications of Israel’s multi-phase assault, including the assassination of top IRGC commanders, the targeting of nuclear and missile infrastructure, and the collapse of Iran’s proxy network. Azizi outlines Iran’s limited options—from potential retaliation to a pivot toward nuclear armament—and discusses the psychological warfare at play. With U.S. involvement uncertain and regional dynamics shifting, this conversation offers a critical framework for understanding one of the most volatile escalations in the Middle East in recent memory. -- Timestamps: (00:00) - Introduction and Episode Overview (00:49) - Initial Reactions to Recent Events (03:33) - Iran's Military and Strategic Response (09:50) - Role of Proxies and US Involvement (18:01) - Potential Outcomes and Strategic Implications (27:42) - Conclusion and Farewell -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Stablecoins and the Geopolitics of Trust 1:16:06

منذ 28 يومًا1:16:06

1:16:06

Jacob and Rob respond to listener feedback about negativity by focusing on positive trends, including declining violent crime and drug overdose rates in the U.S. They then dive into a high-level exploration of stablecoins—what they are, why they matter, and the potential risks and geopolitical implications of their rise. They compare the U.S. approach to stablecoins with the digital currency strategies of China and the EU, unpack the difference between innovation and systemic risk, and ask whether the erosion of trust in financial systems is worth the trade-off. A thoughtful, wide-ranging conversation on money, power, and volatility. -- Timestamps: (00:00) - Intro (01:44) - Positive Trends in Crime and Health (09:58) - The Volatility Spiral and Technological Change (16:06) - Introduction to Stable Coins (22:36) - Regulation and Risks of Stable Coins (27:11) - Global Perspectives on Stable Coins (35:15) - Innovation in Payment Systems (35:28) - Central Bank Digital Currencies vs. Stablecoins (36:10) - Ideological Differences in Digital Currencies (36:24) - Stablecoins: Private Money and Regulation (37:17) - European Digital Euro Approach (39:28) - US Legislation on Stablecoins (41:36) - Risks and Regulations of Stablecoins (56:25) - International Perspectives on Digital Currencies (01:00:40) - Geopolitical Implications of Digital Currencies (01:12:42) - Conclusion and Future Discussions -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Ukrainian Drone Attack and the Future of War 53:12

منذ 4 weeks53:12

53:12

Jacob welcomes Sim Tack, a military analyst at Force Analysis, to break down the shifting battlefield dynamics in Ukraine. Together, they unpack Ukraine’s evolving tactics, Russia’s slow but grinding advances, and the logistical and manpower challenges both sides face. Jacob pushes for a bigger picture: what this phase of the war tells us about the future of U.S. involvement, Europe’s strategic posture, and why the world should be watching Eastern Ukraine more closely. Sim offers clarity without sensationalism, grounding the conversation in facts, maps, and on-the-ground realities. It's a sobering, sharp look at a war still unfolding. -- Timestamps: (00:00) - Introduction and Podcast Update (00:14) - Ukrainian Drone Attack on Russia (00:52) - Analyzing the Impact of the Attack (02:48) - Details of the Drone Strike (07:12) - Implications for Global Military Balance (13:11) - Comparative Analysis with Other Conflicts (21:28) - Technological Evolution in Warfare (26:04) - Mexican Cartels and Military Targets (26:49) - Drone Warfare Evolution (29:47) - Counter-Drone Technologies (37:50) - Impact on Russian Air Power (43:07) - Ukraine's Strategic Timing (51:30) - Conclusion and Future Discussions -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Juice Is Already Killing Us 1:05:11

منذ 6 weeks1:05:11

1:05:11

Jacob and Rob dive into the shifting mood in U.S. markets, as post-"Liberation Day" volatility gives way to a more constrained and uncertain fiscal landscape. They unpack the massive implications of the Trump administration’s budget bill, surging yields, and declining investor confidence. The conversation then pivots to Chinese biotech, where Jacob raises the alarm about America’s declining edge in R&D, regulation, and talent retention. What follows is a sobering look at cultural skepticism, institutional decay, and whether the U.S. still believes in scientific progress. It’s glum, sharp, and deeply thoughtful. They promise to be more cheerful next time. -- Timestamps: (00:00) - Introduction and Episode Overview (00:38) - Current State of the US Market (02:32) - US Fiscal Policy and Economic Outlook (05:58) - Comparing US and Chinese Economic Strategies (16:41 The Future of US and Chinese Biotech (33:05) - Challenges in Biotech and Med Tech (33:46) - China's Capital Allocation Advantage (34:43) - Impact Capital and Social Investing in the US (36:37) - Historical Context of US Social Welfare (39:31) - US Biotech Industry's Unique Position (41:24) - Immigration and Talent in US Research (45:04) - Public Perception of Science and Progress (50:37) - China's Rise and US Decline: A Balanced View (52:13) - Local Resistance to Tech Development in the US (57:36) - Concluding Thoughts on US-China Relations -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Most Terrifying Insect You’ve Never Heard Of 56:38

منذ 7 weeks56:38

56:38

Madison Darbyshire makes her first appearance on the podcast to discuss the screwworm – what it is, why it’s threatening U.S. ranchers again, and why all of this could have been prevented. Come for awareness of an emergent problem; stay for the geopolitical explanation for why Texas is the ancestral home of the American cowboy. -- Timestamps: (00:00) - Introduction (02:46) - Understanding Screwworms (04:35) - History of Screwworm Eradication (09:07) - Challenges and Costs of Eradication (18:27) - Screwworm's Return and Current Issues (23:20) - Geopolitical and Environmental Implications (26:30) - US-Mexico Relations and Screwworm Crisis (30:24) - Challenges in Sterilizing Fruit Flies (30:39) - Government Involvement and Financial Hurdles (31:37) - Comparing International Responses (32:47) - Economic Impact on Ranchers (36:32) - Potential Solutions and Public Awareness (37:26) - Containment Challenges and Expert Opinions (43:42) - Historical Context and Labor Issues (50:42) - Geopolitical and Environmental Factors (55:18) - Conclusion and Final Thoughts Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Froth of Grift 1:07:02

منذ 8 weeks1:07:02

1:07:02

In this episode, Jacob Shapiro sits down with Matt Pines, who somehow manages to be both a national security thinker and a Bitcoin whisperer, to talk through the Trump administration’s pivot toward crypto, why Bitcoin has suddenly gone strategic, and what it tells us about where the global economy might be headed. They dig into the politics, the policy confusion, and the deeper structural shifts behind the headlines. From U.S.-China competition to financial fragmentation, Matt breaks it down without hype - and helps us try to make sense of how a meme coin presidency ended up building a Bitcoin embassy. It’s a wild, smart ride. -- Timestamps: (00:00) - Introduction (00:37) - Welcoming Matt Pines (01:27) - Matt's Career Journey (02:45) - Bitcoin Policy Institute (06:21) - Consulting Industry Insights (12:31) - Trump's Shift on Bitcoin (19:16) - Strategic Importance of Bitcoin (26:56) - US-China Relations and Bitcoin (35:53) - Lutnick vs. Bass: A Clash of Personalities (37:13) - Liberation Day and Strategic Shifts (39:38) - The Trade War's Financial Fallout (41:41) - Bitcoin's Role in a Changing World (43:49) - US Strategy and Bitcoin Integration (47:01) - Global Power Dynamics and Bitcoin (57:31) - The Deep State and Elite Civil Wars (01:05:42) - Conclusion and Final Thoughts -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. Cognitive Investments is an investment advisory firm , founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Reverse Currency Crisis That Isn’t 1:07:52

منذ 8 weeks1:07:52

1:07:52

This week, Jacob’s caffeinated and Rob is just trying to keep us on track as the duo dive into the so-called “Asian reverse currency crisis,” a spike in Asian FX that’s less a crisis and more the result of twenty-five years of carry trades finally snapping. We break down what it means for the dollar, for diversification, and for the poor bastards running Taiwanese insurance portfolios. Then: Trump wants tariffs on foreign movies (seriously), Saudi Arabia starts pumping oil like it’s 2019, and we finish with why empty shelves might be the most underpriced risk in markets right now. Buckle up. -- Timestamps: (00:00) - Introduction and Podcast Overview (00:44) - Recording on a Tuesday: Unusual Timing (01:53) - Taiwanese Dollar Surge: A Financial Analysis (03:21) - Asian Financial Crisis: Historical Context (05:46) - Implications for Global Markets (22:16) - Investment Strategies for a Multipolar World (25:26) - Trump's Tariff on Foreign Movies: A Soft Power Debate (36:38) - US Soft Power: A Decline in Influence (41:49) - Saudi Arabia's Oil Strategy (46:25) - Global Oil Market Dynamics (57:53) - Impact of Tariffs on US Retail (01:05:41) - Geopolitical Tensions and Future Outlook (01:06:39) - Conclusion and Contact Information -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. Cognitive Investments is an investment advisory firm , founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
The Indus Waters Are Getting Hot 52:30

منذ 9 weeks52:30

52:30

Kamran Bokhari answers the bat signal to join Jacob Shapiro for a wide-ranging conversation on the spike in India-Pakistan tensions following the Kashmir attack - and why it’s not just business as usual. They unpack the strategic logic (or lack thereof) behind Pakistan’s moves, India’s dilemma over deterrence, and the escalating risk of regional miscalculation. They also dig into the broader Middle East: Iran’s negotiations, Houthi missiles, and whether the U.S. is quietly brokering a regional reset. Kamran sees threads tying it all together; We're still trying to figure out if that’s optimism or a warning. Either way, something’s shifting... and fast. -- Timestamps: (00:00) - Introduction and Guest Introduction (00:56) - Current Geopolitical Tensions (01:56) - India-Pakistan Relations and Kashmir Conflict (02:43) - US-India Strategic Partnership (04:47) - Recent Attacks and Speculations (07:51) - Historical Context and Recent Developments (11:36) - Potential Escalations and Strategic Moves (21:52) - Indus Waters Treaty and Diplomatic Channels (26:15) - Regional Dynamics and Future Outlook (27:11) - China's Strategic Interests in South Asia (28:21) - India's Two-Front Dilemma (29:43) - China's Potential Responses (31:30) - Middle East Geopolitical Threads (33:23) - Iran Nuclear Deal and Regional Implications (40:49) - US Strategy in the Middle East (45:49) - Syria's Role in Regional Stability (50:18) - Concluding Thoughts and Optimism -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. Cognitive Investments is an investment advisory firm , founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

1
Latinos for Trump (But Make It Complicated) 58:50

منذ 9 weeks58:50

58:50

Conversando de Pol ítica - https://www.conversandodepolitica.com/ -- In this episode, Jacob sits down with Elohim Monard for a sharp, layered conversation about Hispanic support for Trump, the politics of deportation, and how authoritarianism creeps in under the banner of law and order. They talk about prisons as geopolitical tools, from El Salvador’s extreme model to France’s cocaine-fueled chaos, and whether Trump’s policies are building a regime of fear among immigrants and international students. Elohim brings the receipts, the nuance, and the global view. They also get into AI, startup governments, and why the next global threat may be the hyper-globalization of organized crime. Buckle up. -- Timestamps: (00:00) - Introduction and Episode Overview (01:29) - Conversation with Elohim Ard Begins (04:43) - Hispanic Support for Trump: Analysis and Polls (08:58) - Deportation and Its Impact on the Hispanic Community (11:00) - Midterms and Hispanic Voting Trends (17:37) - Judicial and Federal Tensions in the US (22:56) - International Students and US Policies (26:19) - Future Prospects and Exit Plans (29:58) - Global Academia: Opportunities and Challenges (31:24) - Considering China for Academic Pursuits (32:43) - Geopolitics of Prisons: A Global Perspective (34:38) - El Salvador's Controversial Prison Policies (52:59) - The Role of AI in Modern Governance (57:48) - Final Thoughts and Farewell -- Referenced in the Show: Conversando de Pol ítica - https://www.conversandodepolitica.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.