The Jacob Shapiro podcast

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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.

All About Change

1
Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17

منذ 13 يومًا32:17

التشغيل لاحقا

قوائم

إعجاب

احب

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

The Jacob Shapiro Podcast explicit

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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

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

The Jacob Shapiro Podcast

The Jacob Shapiro Podcast explicit

updated منذ يوم واحد

منزل السلاسل•Feed

275 حلقات

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

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The Jacob Shapiro Podcast

1
Separating Signal From Noise (with Rob!) 53:52

منذ 1 day53:52

53:52

American Airlines can’t keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week. -- Timestamps: (00:00) - Introduction and Travel Woes (01:09) - Ranting About American Airlines (02:21) - Catching Up with Rob (03:06) - Market Volatility and Tariffs (04:34) - Financial Crisis vs. Current Situation (07:42) - Uncertainty in the Market (08:48) - Impact of Tariffs and Trade War (13:11) - Bond Yields and Inflation Expectations (20:20) - Dollar Weakness and Global Capital (22:46) - Historical Context and Globalization (26:24) - Trump's Desire for a Deal with China (27:29) - US-China Economic Interdependence (31:03) - Challenges in International Investment (33:42) - Inflation and Economic Uncertainty (37:16) - Corporate Responses to Tariffs (42:54) - Impact on Small and Medium Businesses (47:23) - Geopolitical and Economic Outlook (52:19) - Closing Remarks and Future Plans -- 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…

The Jacob Shapiro Podcast

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Let Them Drink Bleach 49:43

منذ 5 أيام49:43

49:43

Notice: This is the last episode that we'll be cross-posting on the JShap Show Channel! For details on this episode and further off the wall updates, follow Geopolitical Cousins wherever you get your podcasts!! Helpful Link - https://feeds.captivate.fm/geopolitical-cousins/ This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

The Jacob Shapiro Podcast

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Blessing by Blowtorch 1:02:08

منذ 6 أيام1:02:08

1:02:08

Vance hosted Jacob on his podcast – so only fair that Jacob should return the favor! Vance and Jacob talk about early returns on Trump administration policies for U.S. and Canadian farmers. They discuss the virtues and pitfalls of Bitcoin, and close with some heartfelt thoughts on insights Vance has derived from interviewing hundreds of people about the most meaningful aspects of their life. -- Timestamps: (00:00) - Intro (00:01) – Response to U.S. politics (11:45) – Biofuels (14:32) – Debt/land prices (18:04) – RFK Jr, eggs, making waves (30:42) – Will USDA have power over processing? (32:30) – Bitcoin (47:50) – Making the meaning they lack -- Referenced in the Show: Link to first Jacob/Vance episode: https://podcasts.apple.com/us/podcast/geopolitical-shifts-from-nato-to-canada-the-world-is/id1463771076?i=1000693451758 Vance’s website: https://www.vancecrowe.com/ -- 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…

The Jacob Shapiro Podcast

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Riding on the Hog of a Fiscal Orgy 1:44:23

منذ 9 أيام1:44:23

1:44:23

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Economic Reactions (04:56) - Market Reactions and Negotiation Strategies (07:02) - Uncertainty and Global Trade Dynamics (07:45) - Historical Context and Strategic Analysis (10:15) - Geopolitical Implications and Future Scenarios (13:15) - US Fiscal Policy and Global Trade War (30:57) - Potential Outcomes and Congressional Actions (35:20) - Biden's Missed Opportunity with Trade (36:04) - Challenges in US Trade Negotiations (37:44) - Inflation and Tariffs Debate (40:19) - Recession Concerns and Economic Adjustments (41:11) - Tariffs and Their Impact on American Manufacturing (43:09) - China's Military Exercises and Taiwan (44:30) - Debating China's Intentions with Taiwan (52:03) - Part 2 with Matt Gertken (54:48) - Trump's Third Term Speculation (01:06:44) - Reflecting on Beginnings and Career Paths (01:07:52) - The Impact of Leadership on Markets (01:10:52) - Comparing Political Systems: US, China, and Russia (01:13:11) - The Future of American Democracy (01:17:19) - Media Manipulation and Political Spectacle (01:20:50) - The Role of the Supreme Court (01:32:57) - European Politics and the Far Right (01:42:31) - Concluding Thoughts on Geopolitics -- Referenced in the Show: Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato -- 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…

The Jacob Shapiro Podcast

1
🇺🇸 Liberation Day 🇺🇸 57:16

منذ 11 يومًا57:16

57:16

We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day! -- Timestamps: (00:00) - Introduction (02:54) - Trade Policies and Tariffs (05:56) - Impact of Tariffs on Businesses (16:01) - Congressional Role in Tariff Decisions (21:53) - Sanctions vs. Tariffs (28:07) - Shifting Financial Sanctions and Tariffs (29:32) - US-Venezuela Relations: Regime Change and Mixed Signals (31:22) - Trump's Foreign Policy Goals with Russia (32:30) - Impact of Sanctions on US Domestic Politics (37:59) - USMCA Renegotiation and Tariff Strategies (42:44) - Nearshoring Challenges and Critical Minerals (47:33) - Currency Adjustments and Global Trade Dynamics (52:04) - UK's Trade and Foreign Policy Post-Brexit -- Referenced in the Show: Link to Rachel’s Substack: https://rziemba.substack.com/ Link to Peterson report mentioned in podcast: https://www.piie.com/commentary/testimonies/evidence-costs-and-benefits-economic-sanctions -- 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…

The Jacob Shapiro Podcast

1
At the Frontline of the South China Sea and Democracy 53:54

منذ 13 يومًا53:54

53:54

Jacob welcomes Georgi Engelbrecht on to the podcast for the first time to discuss the importance of the Philippines, why it matters, its relationship with China, and the Duterte-Marcos rivalry that is reverberating throughout the democratic world. -- Timestamps: (00:00) - Introduction and Guest Introduction (02:22) - Life and Work in the Philippines (04:27) - Geopolitical Importance of the Philippines (05:49) - Historical and Cultural Context of the Philippines (08:56) - Philippines-China Relations and South China Sea Disputes (20:10) - Duterte's Foreign Policy and Its Impact (28:12) - Navigating US-Philippines Relations (28:54) - Economic Ties and Trade Dynamics (29:57) - Strategic Alliances and Regional Security (34:09) - Domestic Challenges and Economic Growth (36:58) - Political Drama and Duterte's ICC Trial (43:26) - Public Perception and Future Implications (52:23) - Concluding Thoughts and Reflections -- 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…

The Jacob Shapiro Podcast

1
Beware the Profit Recession and India’s Stock Bubble 40:04

منذ 16 يومًا40:04

40:04

Jacob and Rob squeeze in a quick episode to reality-check some of the media narratives out there about an imminent recession, copper prices, and the U.S. dollar. From there, they cast their eyes toward emerging markets, looking at events in Brazil, Indonesia, India, and Turkey, and concluding that things still look good in a multipolar world…as long as you have an appropriate level of risk tolerance. They close with specific thoughts on the Indian market. -- Timestamps: (00:00) - Intro (01:20) – Profit recession (13:10) – Copper (16:32) – The direction of the USD (20:34) – Multipolar investing (28:11) – India and Shorting (37:47) – Parisian vibe check -- 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…

The Jacob Shapiro Podcast

1
Geopolitical Cousins - Get Off Our Lawn 59:22

منذ 16 يومًا59:22

59:22

Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listen You can also such look up "Geopolitical Cousins" on your favorite podcast provider. This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

The Jacob Shapiro Podcast

1
Will Trump Go to War with Iran? 1:57:51

منذ 20 يومًا1:57:51

1:57:51

Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, drafting teams of 7 for the top geopolitical sports moments in history. Timestamps: (00:00) - Intro (01:00) - Iran (31:00) - Turkey (46:00) – Indonesia (58:00) – China (1:09:00) - Geopolitical Draft -- 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…

The Jacob Shapiro Podcast

1
Messing Around and Finding Out 1:09:04

منذ 30 يومًا1:09:04

1:09:04

NEW FEED: https://geopolitical-cousins.captivate.fm/listen You can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the goat rodeo! The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the future of Canada, Europe, and inflation look like in a land of all sticks and no carrots. -- Timestamps: (00:00) - Intro (01:30) - Approach and Precepts (11:40) – Net Assessments (19:24) – Multipolarity (35:09) – US Exceptionalism, China, and US Fiscal Policy (43:24) - Canada-US Trade Tensions (48:22) – Inflation and pain thresholds (53:07) – Europe's Awakening and Defense Strategies -- Referenced in the Show: NEW FEED: https://geopolitical-cousins.captivate.fm/listen -- 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…

The Jacob Shapiro Podcast

1
Pulling the Wrong Levers 1:06:30

منذ 5 weeks1:06:30

1:06:30

Trump’s tariff policy is all over the place - Ton, off, then back on again. Markets don’t like uncertainty, and Jacob' sister is even texting him about stocks. China? Barely flinching. Europe? Actually getting its act together, with Germany and Poland leading the charge. Meanwhile, Turkey’s making moves, the Kurds are recalibrating, and Iran’s back in the mix. -- Timestamps: (00:00) - Intro (00:40) - Sister Index (05:40) - Impact of US Tariffs and Trade Policies (08:46) - Trump Administration's Policy Analysis (14:38) - Lumber Test Case (24:52) - China's Response to US Tariffs (34:18) - Germany's Defense and Fiscal Policies (35:08) - Poland's Military and Political Moves (36:39) - France's Political Climate (38:02) - Europe's Industrial and Manufacturing Strength (40:48) - EU's Strategic Moves and Turkey Relations (46:42) - Italy's Political Dynamics and Starlink Controversy (48:41) - Poland's Geopolitical Strategy (53:50) - Turkey's Position and Regional Developments (01:05:34 Conclusion and Final Thoughts -- Referenced in the Show: FP article link: https://foreignpolicy.com/2025/03/07/europe-heavy-industry-trump-us-competition/ -- 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…

The Jacob Shapiro Podcast

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The Thing about Tariffs 46:24

منذ 5 weeks46:24

46:24

Jacob Shapiro and Cornell Assistant Professor Wendong Zhang discuss tariffs from an objective perspective: Who will they impact? How much? How does that change based on different scenarios? If you are looking to be convinced of whether tariffs are good policy or not, seek another podcast; if what you desire is objective analysis about the potential impact of tariffs both good and bad, you have come to the right place. -- Timestamps: (00:00) - Intro (03:33) - Tariffs and Trade Wars (07:54) - Impact of Tariffs on Various Economies (18:33) - Retaliation and Sector-Specific Impacts (27:48) - Global Trade War Scenarios (36:52) - Future of Trade Policies (44:10) - Conclusion -- Referenced in the Show: Wendong's Paper - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5113925 Wendong's Site - https://wendongzhang.weebly.com/ -- 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…

The Jacob Shapiro Podcast

1
Did the US Just Abandon Ukraine? 1:02:00

منذ 6 weeks1:02:00

1:02:00

In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's position, the viability of continued U.S. support, and the shifting dynamics in global geopolitics. Watch the full clip of the meeting below-> Full link: https://www.youtube.com/watch?v=kEOv4x_FIsc -- Timestamps: (00:00) - Intro (00:42) - Setting the Scene and Marko's Take (08:19) - Historical Context and Jacob's Take (17:04) - Will Russia Turn? (26:38) - Europe's Future in the Balance (29:22) - Does it Matter if Trump Abandons Europe? (34:48) - NATO's Purpose and American Interests (37:06) - Germany's Military History and Current Perception (41:45) - The Multipolar World and American Primacy (Trump and Obama) (50:45) - Zelensky's Leadership and Ukraine's Future -- 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…

The Jacob Shapiro Podcast

1
Mr. Market Is Not Happy 34:40

منذ 6 weeks34:40

34:40

Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China, Germany, and Europe than others, and warn about signals that suggest President Trump’s honeymoon economy period is nearing its end. -- Timestamps: (00:00) - Intro (01:15) – Checking in on Mr. Market (12:11) – International Market Over-performance (13:11) – Germany and the Future (22:03) - ...What about the European Union? (23:03) - The EU and India (26:21) - China and the Taiwan Question 35:14-end – China, Taiwan etc. -- 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…

The Jacob Shapiro Podcast

1
Trade Wars are Metal Wars 57:15

منذ 7 weeks57:15

57:15

Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in a deglobalizing world where demand for materials has literally never been more intense. -- Timestamps: (00:00) – Intro (05:25) – Government priorities (11:12) – China and critical minerals (21:32) – Economics of mineral refining (31:27)– Social license to operate (38:19) – Feasibility of climate friendly goals (43:34) – Aluminum and REE case studies (52:35) – Food for thought -- 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…

The Jacob Shapiro Podcast

1
Perceived Concessions 1:00:41

منذ 7 weeks1:00:41

1:00:41

Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the Middle East. -- Timestamps: (00:00) - Intro (01:30) – Gravity of the moment (12:30) – Will Russia invade the Baltics? (19:10) – Turkey & the Black Sea (33:00) – Germany (40:25) – China (50:38) – Iran and the Middle East -- 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…

The Jacob Shapiro Podcast

1
Stop Waiting To Live a Good Life 1:31:26

منذ 8 weeks1:31:26

1:31:26

Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and protect their time. Narath explains some of the science and context around informatics, human flourishing, and deep success. Rob and Jacob share some of their successes and failures in working with Narath. The group closes by talking about how to protect time in a world that seems determined to steal it from us. -- Timestamps: (00:00) – Intro (03:04) - Narath (15:36) – Geography of wellness (28:18) – Informatics and human flourishing (48:28) – Making goals (01:00:04) – Rob and Jacob share experiences (01:18:43) – How to stay positive -- Referenced in the Show: Link to MakeTimeFlow: https://www.maketimeflow.com/about/ -- 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…

The Jacob Shapiro Podcast

1
USAID's Demise: What It Means for Global Power and U.S. Influence 54:20

منذ 8 weeks54:20

54:20

A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential ramifications of this dismantling on U.S. global influence and strategic interests. -- Timestamps: (00:00) - Intro (02:32) - The Origins and Controversies of USAID (05:39) - The Founding Principles of USAID (11:20) - Altruism by Un-Design (24:08) - The Future of Foreign Aid: The End of USAID (28:46) - The Impact of USAID on Global Health and Migration (37:46) - Analysis of Foreign Aid's Long-Term Impact (45:03) - The Impact of USAID Dismantlement (49:23) - The Impact of Direct Aid: A Personal Story -- Referenced in the Show: Lewis Lucke episode link: https://getpodcast.com/dk/podcast/covid19-a-fresh-look/44-ambassador-lewis-lucke_b67e81e8a5 -- 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…

The Jacob Shapiro Podcast

1
#256 - And Now, The Weather 40:52

منذ 9 weeks40:52

40:52

Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific Decadal Oscillation (PDO), and finish on weather conditions in Europe and India. -- Timestamps: (00:00) - Intro (01:00) - Snow in the gulf (5:30) – Weak La Nina (11:20) – US Forecast 2025 (18:40) - Negative Pacific Decadal Oscillation, South America (26:00) – Europe (31:05) – India (33:50) – Drought -- 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…

The Jacob Shapiro Podcast

1
#255 - Strategic Ketchup Reserve 1:03:15

منذ 9 weeks1:03:15

1:03:15

-- Timestamps: (00:07) - Intro (00:30) - Monetize the asset side of the balance sheet (17:18) - Bitcoin (25:00) - Debt (32:17) - Macro looks at England, India, Brazil, China (41:40) - Indonesia's Future: Opportunities and Risks (53:42) - Gaza and Analyzing Trump's Negotiation Strategy -- 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…

The Jacob Shapiro Podcast

1
#254 - Geopolitical Cousins 1:33:22

منذ 10 weeks1:33:22

1:33:22

Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end. -- Timestamps: (00:00) - The Evening Special (03:33) - Unexpected Developments (18:14) - The Implications of Tariffs and Negotiations (28:14) - Geopolitical Implications of Tariffs (36:23) - The Multipolar World and America's Strategic Position (49:39) - The Shifting Dynamics of Global Power (01:00:40) - Geopolitical Perspectives on the Ukraine Conflict (01:07:08) - The Future of Ukraine and Russia's Strategy (01:18:41) - The Future of Luka Doncic: Challenges and Opportunities (01:28:06) - Introducing Geopolitical Cousins: A New Podcast -- 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…

The Jacob Shapiro Podcast

1
#253 - Lose the War, Win the Peace 50:28

منذ 10 weeks50:28

50:28

Jacob welcomes the always insightful and provocative Jacek Bartosiak of Strategy&Future onto the show to discuss the Russia-Ukraine war and the evolution of the multipolar geopolitical system. Jacek makes his case that a systemic, global war has already begun – and warns the U.S. what will happen if it indulges in hubris and pushes too hard on President Trump’s “America First” rhetoric. -- Timestamps: (00:00) - Intro (02:01) - Ukraine Updates - Will Russia negotiate? (11:09) - Will Russia negotiate? (19:00) - The Geopolitical Landscape: Turkey and Germany's Role (28:06) - The U.S. and China's influence in Eurasia (33:36) - The future of Transatlantic relations (39:35) - The future of Europe's role in global politics (44:51) - Peace > War -- 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…

The Jacob Shapiro Podcast

1
#252 - Mexican Leverage 56:28

منذ 10 weeks56:28

56:28

Jacob and Rob break down the tech market shake-up caused by Deep Seek, a rising Chinese AI company, and what it means for U.S.-China relations and global AI competition. They dive into Nvidia’s stock drop, how AI rivalry is driving investor sentiment, and the shift toward cheaper, decentralized tech. The conversation also explores the economic ties between the U.S., Mexico, and Canada, and how these relationships will shape trade policies. Throughout, they stress the need for a clear-eyed view of market trends and stability in U.S.-Mexico relations amid growing tensions with China. Timestamps: (00:02) - Intro (01:06) - Market Reactions and AI Developments (10:24) - Decentralization and Global Dynamics Within AI (34:30) - Shifting Geopolitical Dynamics and Economic Policies (37:15) - Mexico's Economic Position and Geopolitical Leverage (54:14) - U.S. Foreign Policy and Global Primacy -- 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…

The Jacob Shapiro Podcast

1
#251: Don't Forget The DRC 22:28

منذ 11 weeks22:28

22:28

Jacob discusses several key geopolitical developments, focusing on President Trump's recent inauguration and the implications of his trade policies. Notably, Trump did not immediately raise tariffs on China as anticipated, signaling a potential shift towards negotiation rather than confrontation in international trade. Shapiro also highlights the significance of Secretary of State Marco Rubio's first diplomatic visit to Panama, suggesting it could mark a renewed focus on Latin America. Additionally, he reflects on Ursula von der Leyen's remarks at Davos regarding the complexities of global trade and the need for Europe to establish a more cohesive capital market. Throughout the discussion, Shapiro emphasizes the importance of adaptability and resilience in navigating today's unpredictable geopolitical landscape. -- Timestamps: (00:00) - Intro (02:03) - Navigating a New Administration's Trade Policies (10:17) - The Future of European Integration (13:44) - Current Events in the Democratic Republic of Congo (19:21) - Resilience in a Changing World -- 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…

The Jacob Shapiro Podcast

1
#250 - Hungarian Baby Incentives 57:55

منذ 12 weeks57:55

57:55

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. They explore the implications of economic policies, such as the recent jobs report and inflation data, while also dissecting the emotional drivers behind public sentiment on inflation forecasts. The conversation touches upon historical parallels in presidential second terms, underscoring the challenges that may lie ahead for Trump as he navigates a politically divided landscape. -- Timestamps: (00:00) - Intro (00:46) - Naptime and the Economy (22:35) - The Impact of Tariffs on Canada and Mexico (29:29) - The Economic Landscape of Mexico and Canada (45:35) - The Importance of Maritime Choke Points -- 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…

The Jacob Shapiro Podcast

1
#249 - Trumpismo Rising 1:13:25

منذ 13 weeks1:13:25

1:13:25

Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vote, demographic breakdowns reveal nuanced support, especially among Latino men and younger generations. Elo emphasizes that the Latino population is diverse, and their political alignment is influenced by various factors, including migration stories, geographic locations, and generational differences. The conversation further explores how the political dynamics in the U.S. reflect broader trends in Latin America, suggesting that Trump's brand of populism, or "Trumpismo," may find resonance beyond U.S. borders. The episode concludes with reflections on how these evolving narratives will shape both Latino politics and U.S. relations with Latin America moving forward. -- Timestamps: (00:03) - Intro (01:34) - Analyzing the Latino Vote in the 2024 Presidential Election (22:03) - The Changing Dynamics of Latino Political Support (28:01) - The Impact of Social Media on Political Awareness Among Young Latinos (44:23) - The Evolving Identity of Hispanics in America (58:33) - The Rise of Trumpismo and Its Implications (01:03:41) - The Political Landscape: A Shift in Focus -- 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…

The Jacob Shapiro Podcast

1
#248 - Yet Another New World Order 🙄 58:39

منذ 13 weeks58:39

58:39

Jacob Shapiro returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripple effects of such rhetoric. The conversation also delves into the economic landscape, particularly how anticipated tariffs under a Trump administration could impact U.S. relations with Canada and Mexico, as well as the broader implications for inflation and the labor market. Additionally, Jacob highlights a noteworthy thaw in Japan-China relations, suggesting that Japan may be recalibrating its foreign policy approach amidst changing global dynamics. Finally, the episode touches on Germany's evolving political climate and the potential for impactful reforms as the country navigates its economic challenges. -- Timestamps: Chapters: (00:00) - Intro (we're so back) (03:16) - The Shift in Foreign Policy Perspectives (12:21) - Trump's Foreign Policy (19:34) - Macro-Econ Checkup (25:18) - The Impact of Immigration on Labor Markets and Inflation (35:17) - Shifting Dynamics: US Energy Policy and International Relations (40:54) - Japan's Evolving Foreign Policy (46:47) - The Shifting Political Landscape in Germany (53:11) - The Economic Shift in Germany -- 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…

The Jacob Shapiro Podcast

1
#247 - Syria 58:59

منذ 17 weeks58:59

58:59

Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. -- Timestamps: (00:00) - Intro (05:30) - Who are the Syrian rebels (17:10) – Turkey + Qatar (27:20) – Kurds (37:40) – Iran and the Houthis (43:44) – Saudis, Jordan, Egypt (50:55) - The death of Islamism -- Kamran Bokhari - https://newlinesinstitute.org/people/kamran-bokhari/ Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- 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). -- Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

The Jacob Shapiro Podcast

1
#246 - Government Collapse Week 56:39

منذ 17 weeks56:39

56:39

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal). -- Timestamps: (00:00) - Intro (01:01) – CI Club (05:30) – US and Global Markets (26:33) - France and Europe (35:30) – Middle East (49:13) – South Korea -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- 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). -- Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

The Jacob Shapiro Podcast

1
#245 - Bully Capitalism 1:01:31

منذ 21 weeks1:01:31

1:01:31

Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative comparisons. From there, they turn to China’s (underwhelming) “stimulus” announcement last week, and close with some thoughts on Japan’s recent election. -- Timestamps: (00:00) - Intro (01:54) - Global Ice Trade (03:56) - Scott Besant's Economic Policies (18:51) - Historical Comparisons and Economic Models (33:21) - The Facade of Dollar Exchange (34:11) - El Salvador's Bitcoin Bet (35:53) - Trump's Cabinet Picks and Policy Clashes (37:08) - China's Economic Strategies and Stimulus (48:23) - Japan's Political Landscape (58:20) - China's Global Investments (59:39) - Concluding Thoughts on Global Dynamics -- Referenced in the Show: Link to application for Club CI: https://bit.ly/club-ci -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- 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). -- Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

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