Afleveringen
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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
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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
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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 Trumpâs honeymoon economy period is nearing its end.
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Timestamps:
(00:00) - Intro
(01:15) â Checking in on Mr. Market
(12:11) â International Market Over-performance
(13:11) â 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 â China, Taiwan etc.
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Referenced in the Show:
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Zijn er afleveringen die ontbreken?
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Jacob welcomes Tomas back onto the podcast in the wake of Chinaâs announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.â 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.
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Timestamps:
(00:00) â Intro
(05:25) â Government priorities
(11:12) â China and critical minerals
(21:32) â Economics of mineral refining
(31:27)â Social license to operate
(38:19) â Feasibility of climate friendly goals
(43:34) â Aluminum and REE case studies
(52:35) â Food for thought
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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 â 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.
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Timestamps:
(00:00) - Intro
(01:30) â Gravity of the moment
(12:30) â Will Russia invade the Baltics?
(19:10) â Turkey & the Black Sea
(33:00) â Germany
(40:25) â China
(50:38) â Iran and the Middle East
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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.
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Timestamps:
(00:00) â Intro
(03:04) - Narath
(15:36) â Geography of wellness
(28:18) â Informatics and human flourishing
(48:28) â Making goals
(01:00:04) â Rob and Jacob share experiences
(01:18:43) â How to stay positive
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Referenced in the Show:
Link to MakeTimeFlow: https://www.maketimeflow.com/about/
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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.
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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
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Referenced in the Show:
Lewis Lucke episode link: https://getpodcast.com/dk/podcast/covid19-a-fresh-look/44-ambassador-lewis-lucke_b67e81e8a5
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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.
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Timestamps:
(00:00) - Intro
(01:00) - Snow in the gulf
(5:30) â Weak La Nina
(11:20) â US Forecast 2025
(18:40) - Negative Pacific Decadal Oscillation, South America
(26:00) â Europe
(31:05) â India
(33:50) â Drought
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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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
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Marko had planned to pod today anywayâŠbut 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.
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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
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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 todayâs 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 clientsâ 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 -
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 â and warns the U.S. what will happen if it indulges in hubris and pushes too hard on President Trumpâs âAmerica Firstâ rhetoric.
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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
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Referenced in the Show:
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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 Nvidiaâs 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
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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 todayâs 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 clientsâ 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 -
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.
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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
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Referenced in the Show:
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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 todayâs 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 clientsâ 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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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.
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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
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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 todayâs 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 clientsâ 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 -
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.
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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
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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 todayâs 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 clientsâ 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 -
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.
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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
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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 todayâs 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 clientsâ 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 -
Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime.
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Timestamps:
(00:00) - Intro
(05:30) - Who are the Syrian rebels
(17:10) â Turkey + Qatar
(27:20) â Kurds
(37:40) â Iran and the Houthis
(43:44) â Saudis, Jordan, Egypt
(50:55) - The death of Islamism
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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
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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 clientsâ 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 (âCognitive Investmentsâ) 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 investorâs 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 -
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).
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Timestamps:
(00:00) - Intro
(01:01) â CI Club
(05:30) â US and Global Markets
(26:33) - France and Europe
(35:30) â Middle East
(49:13) â South Korea
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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 clientsâ 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 (âCognitive Investmentsâ) 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 investorâs 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 -
Jacob and Rob parse some of President-elect Trumpâs 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 Chinaâs (underwhelming) âstimulusâ announcement last week, and close with some thoughts on Japanâs recent election.
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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
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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 clientsâ 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 (âCognitive Investmentsâ) 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 investorâs 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 -
While everyone has been worried about U.S. elections, Japan held elections too â with a result that has upended everything weâve known about Japanese politics since 2009. To understand what has changed and what is at stake, Jacob is joined by Japan expert Tobias Harris â they chat about changes in Japan and why underestimating Japan is a bad idea. They also discuss Tobiasâs recent biography on former Japanese PM Shinzo Abe and his legacy.
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Timestamps:
(00:00) - Intro
(02:33) - Japan 101
(08:07) â Japanese disaffection
(16:26) â Japanese paralysis
(19:17) â Zoom out
(23:31) â China
(31:00) â ROK/Japan
(36:45) â Shinzo Abe
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Referenced in the Show:
Link to Tobiasâs book: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting the volatility in risk assets and the contrasting performance of renewable energy stocks and traditional industries like steel. The conversation also touches on the evolving political landscape in Germany, where the government is facing significant challenges, potentially reshaping Europe's response to US policy under Trump. Throughout the discussion, there is a critical examination of the term "vibes" and its influence on public sentiment and market behavior, raising questions about how perceptions can drive decisions in uncertain times.
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Timestamps:
(00:00) - Intro
(01:16) â Rob reaction
(07:45) â Market reaction
(30:20) â U.S./China
(54:00) â Bitcoin
(56:15) â Germany and Europe
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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 clientsâ 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 (âCognitive Investmentsâ) 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 investorâs 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 - Laat meer zien
