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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! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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A podcast about life after the working years. Tom Jacobs and Michelle McKormick will feature topics including: business, hobbies, public figures in their community, and more!
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Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing… and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen the…
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#238 - The Future of the Middle East: Reflections on a Year of Conflict
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1:01:53
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Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and Chile, before turning to more traditional topics like the U.S. economy. They close with a few bright spots…and a dumpster fire in Pakistan. -- Timesta…
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#237 - Fires, Strikes and Brazilian Success
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56:11
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Rob and Jacob take a step back from a crazy week to talk about some of the other stories that have been outshone by the explodey events of the week: port strikes in the U.S., the pitfalls of protectionism, Brazilian success, insurance markets, and more. The podcast delves into the significant labor unrest currently affecting ports on the Gulf and E…
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Jacob welcomes Hamidreza Azizi, Visiting Fellow at German Institute for International and Security Affairs, onto the podcast for a special episode on the escalation of fighting between Iran and Israel. This podcast episode delves into the complex and precarious situation faced by Iran amidst escalating regional tensions and internal political strif…
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#235 - Trump v Harris Victory Scenarios w/ Cousin Marko
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1:48:00
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Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to bomb Israel and what it does (and doesn’t) mean for the Middle East, whether China’s stimulus is real, and what’s next for the Russia-Ukraine war. They also explore Trump v Harris victory scenarios…and close out with the best NBA analysi…
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Elo returns to the podcast to give his thoughts about Alberto Fujimori, Peru’s former dictator President. He was Bukele before there was Bukele, Milei before there was Milei, even Chavez before there was Chavez. His rise and fall tells us so much about the history of Latin American geopolitics – and points to a melancholic not-so-shining path forwa…
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#233 - Bladerunner 2024 and China Stimulus
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59:35
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Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week: Chinese economic stimulus. They give the bull and bear case for China’s moves to stimulate the economy. Also, the geopolitics of noodles. -- Timestamps: (00:00) - Intro (01:00) - Microgeopolitics of LA 28:00 – Ports, France, and Brazil 30:…
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#232 - Why Simplify When You Can Complicate?
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1:11:10
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Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil. -- Timestamps: (00:00) - Intro (01:22) - Paulo’s view (13:05) – US elections (19:32) – Oil (33:08)– China (41:20) – Grains (51:10) – Brazil -- Referenced in the Show: Link to Paulo’s Substack: htt…
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Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and Mexico’s judicial reforms. The overall theme of the podcast, despite a general overtone of paranoid dystopianism from the week’s events, is the slow and steady breaking of rules and norms in so many aspects of global politics…
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#230 - Microgeopolitics of Fargo and Brazil v. X
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50:30
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Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the faceoff between Elon Musk and Brazil. -- Timestamps: (00:00) - Intro (00:40) – Fargo (19:50) – Briancon (30:00) – Brazil vs X -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobSha…
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#229 - Understanding WHO's Mpox Declaration
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Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal frameworks that apply including WHO’s emergency declaration, how they are being applied, and how they are/should be reformed. -- Timestamps: (00:00) - Intro (01:30) - Mpox emergency declaration (06:30) - Needs v. realities (12:56)…
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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
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34:38
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John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on …
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#227 - The Tactical Objectives of Ukraine's Offensive Push
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45:10
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Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivation…
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Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk about whether comparisons to previous bubbles in rail and telecoms are good models for thinking about it going forward. -- Timestamps: (00:00) - Intro (01:39) – Nordstream sabotage (04:16) – Monkeypox (11:00) – Governmen…
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#225 - Great Power Network Competition and Bitcoin (and Aliens)
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58:32
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Matthew Pines rejoins the podcast to talk about the virtue of Bitcoin as a part of U.S. national security policy. Come for the philosophical discussion on Bitcoin and the role of the U.S. dollar – stay for Matt’s updates on aliens at the end. -- Timestamps: (00:00) - Intro (03:00) - Bitcoin (12:55) – Philosophical considerations (27:05) – Rails / a…
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Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics. -- Timestamps: (00:00) - Intro (00:41) - Market Madness: A Week of Financial Turbule…
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#223 - Economic Possibilities for our Grandchildren (An Update)
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58:50
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Jacob and Rob talk briefly about emerging markets and a return to orthodox economic policies in places like Ethiopia, Nigeria, and Egypt. After a brief digression into the Bank of Japan’s decision to raise interest rates, they spend the rest of the podcast discussing a study that looked at the impact of direct cash transfers on labor supply and qua…
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Jacob welcomes Elohim Monard back to the podcast for an emergency conversation about the deteriorating situation in Venezuela. While they both bring idealism to the conversation, it is hard to conclude that the current situation will lead to change – and that instead it will empower rogue elements, criminal enterprises, and authoritarian regimes ar…
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#221 - There IS A World Outside The U.S. Election (I Promise)
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54:33
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Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the world you’re missing because Trump and Harris are sucking up the headlines. They discuss Mexico trade relations, signals of change in Cuba and Venezuela, and major developments in Egypt and Vietnam, before closing with some bullishness on …
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#220 - The Trump Assassination Attempt
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1:14:51
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Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and currency devaluation if Trump wins, as appears increasingly likely. They close with thoughts about CHina and why they are optimistic about the future. -- Timestamps: (00:00) - Intro (00:50) – Assassination in U.S. h…
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#219 - How The Crusades Created Trusts as We Know Them
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1:00:31
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Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring, but stay with us – not only do we make it geopolitical, we make it philosophical, interesting, and relevant. Come for the intersection of politics and planning, but stay for the important points about privacy at the end as well. -- Ti…
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Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany. -- Timestamps: (00:00) -Intro (00:39) - Weekly Chat with Rob: Catching Up (01:17) - Inflation Discus…
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#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
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52:18
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Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and Jacob talk about the election results, discuss what is next for France and Europe, and close with some spicy thoughts on lap swimming etiquette in ville lumière. -- Timestamps: (00:00) - Introduction and Welcome (00:59) - French Elections Recap…
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#216 - Double Your Pleasure, Double Your Shap
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1:05:28
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Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob N. Shapiro from Princeton University to chat about disinformation, overhyped fears of AI, the impacts of social media on mental health, and the political and economic implications of China's Belt and Road Initiative. They al…
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#215 - The Ozempic Boom and the Future of Biotech
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55:00
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Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry. -- Timestamps: (00:00) - Intro (01:45) - GLP-1s and Ozempic (10:50) - Healt…
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