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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This is the place where I take time out of the week to just talk movies, sometimes with other people!
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The Perch Pod focuses on bringing first-hand geopolitical analysis from experts across various disciplines. Brought to you by Perch Perspectives, the most reliable and complete source of geopolitical information and international affairs for businesses and decision-makers. If you like what you hear, subscribe to the podcast. We put out new interviews every other Monday.
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Join scholar, international speaker, and author Rabbi Yaakov Shapiro for cutting-edge discourse on important issues such as morals, free will, religion, politics, mathematics, critical thinking, and science. Learn to recognize propaganda, and make more logical and better-informed decisions.
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In Joiners, hosts Tim Tierney and Danny Shapiro take a casual stroll through the world of hospitality by chatting with its most colorful characters.
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From late June to early August, 2 best friends took a 14,000-mile cross-country road trip to get away from the world. It brought them to 20 National Parks, 33 states, 46 cities, and 43 national monuments, forests, memorials, grasslands, and recreational areas. In each episode, they outline one of the stops; discuss the history of the place, their impressions, and a piece of dark-history tea associated with it. It’s dramatic, scandalous, captivatingly funny, and hopefully it inspires your nex ...
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The Going Deep with Aaron Watson podcast is a forum for having meaningful, deep conversations about the passions, fears and problems of people from all walks of life. Guests talk about entrepreneurship, sports, finance, comedy and lifestyle design.
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Do you lie awake at night wondering how traders and investors do what they do? On Taylor Made Macro, we uncover how our guests navigate the complex contours of the markets and dig deep into their inspiration, processes, tools, and failures. If you are a curious, truth-seeking person, join us for the investing discussion, and stay for the humor and humility we approach these topics with. We’ll let others “stay on top of markets” while we “get to the bottom of markets”. Together we’ll learn ho ...
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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
34:38
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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Episode #115 - Allison Rosenwinkel of HiFi Brands
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1:30:50
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Allison Rosenwinkel is much more than a design consultant — she’s a brand therapist. Alongside her business partner and husband, Paul Demyanovich, she co-founded and currently serves as the managing director of HiFi Brands. Together, they provide comprehensive, full-range brand strategy and a suite of design and branding solutions for a wide variet…
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#227 - The Tactical Objectives of Ukraine's Offensive Push
45:10
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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Episode #114 - Dan Jacobs of DanDan & EsterEv
1:35:50
1:35:50
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This week, we're thrilled to welcome a culinary powerhouse, Milwaukee’s Chef Dan Jacobs, to the show. Known for his bold flavors and inventive takes on American-Chinese cuisine, Dan co-owns Milwaukee’s renowned restaurants DanDan and EsterEv. After a career working throughout Chicago and Wisconsin, he recently made waves on the 21st season of Top C…
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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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Episode #113 - Allan Perales, Hospitality Realtor
1:29:28
1:29:28
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Allan Perales knows how to solve problems. He champions a powerful idea: that there's no such thing as an unsolvable problem -- you're just looking at it from the wrong angle. After working in hospitality as a hotel manager for a number of years, Allan pivoted to a career in real estate. As partner at Goldstreet, his discerning approach and eye for…
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#225 - Great Power Network Competition and Bitcoin (and Aliens)
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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Episode #112 - Norman Fenton of Cariño
1:40:04
1:40:04
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After a string of formative restaurant experiences in Detroit and Chicago, Norman Fenton, preoccupied by wanderlust, got in his car and drove to Tulum, Mexico. In this week’s episode, he tells us all about a journey that shifted the trajectory of his career and life — what he learned about food, leadership, and hospitality, all lessons he’s showcas…
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#223 - Economic Possibilities for our Grandchildren (An Update)
58:50
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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How the Israeli Army Shapes Jewish Identity
1:08:07
1:08:07
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Imagine a national army that serves not just to defend a country but to shape its very identity—welcome to the Israeli Defense Forces (IDF). We promise to unravel the reasons behind the Haredim's refusal to serve in the IDF, exploring the army's role in promoting Zionist ideology and its mission to culturally and ideologically reform its soldiers. …
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Episode #111 - Mandy Moody of Green City Market
1:21:58
1:21:58
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Green City Market has zeroed in on a number of problems plaguing food distribution and accessibility in our city – and they've resolved to do something about it. Our guest this week, Mandy Moody, is the executive director behind many of these initiatives, supporting farmers in selling their products (without sacrificing a major cut), educating peop…
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#221 - There IS A World Outside The U.S. Election (I Promise)
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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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Episode #110 - Harrison Ginsberg of Overstory
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In collaboration with Tales of the Cocktail for our first entirely remote episode, we're on the horn with New York City's Harrison Ginsberg. He's a world-class bartender and bar director who cut his teeth at renowned establishments in Providence and Chicago before heading back to the Big Apple to help curate one of the finest hospitality experience…
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#220 - The Trump Assassination Attempt
1:14:51
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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574 Israel-US Relations, Turkey, and Geopolitical Analysis w/ Jacob Shapiro
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Jacob Shapiro is a geopolitical analyst who helps investors and businesses navigate the complexities of a multipolar world. Jacob oversees geopolitical analysis at Cognitive Investments and hosts the Jacob Shapiro podcast. In this episode, we question longstanding alliances, explore the intricate balance of power in the Middle East, and contemplate…
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Episode #109 - Luke DeYoung of Oliver's and Sip Sip
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1:43:16
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It’s happy hour on Joiners this week as we sit down for a booze-infused conversation with Luke DeYoung. He's a bartender and cocktail craftsman with decades of experience at some of the city’s finest bars, including Scofflaw, where he worked alongside the one and only Danny Shapiro. Together, they have been hard at work on Sip Sip, a video cocktail…
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#219 - How The Crusades Created Trusts as We Know Them
1:00:31
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
52:18
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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Episode #108 - Thomas Oh of Perilla & en process
1:58:58
1:58:58
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This week, we're excited to sit down with Thomas Oh who recently opened his newest restaurant, Perilla Korean American Steakhouse with his partner Andrew Lim. It's a fine dining joint dedicated to creatively reinterpreting Chicago steakhouse staples with a modern twist -- and delivering with the commitment to hospitality Thomas clearly champions. W…
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#216 - Double Your Pleasure, Double Your Shap
1:05:28
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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#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue
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31:45
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Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on geopolitics modeled after the popular sports analysis show Pardon the Interruption on ESPN. Their goal? To bring you honest, objective, rigorous geopolitical analysis on the week’s most critical topics with irony, humor, and humil…
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#6 - Practice 5: Use Scenario Analysis like Jacob Shapiro
1:11:42
1:11:42
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“So, geopolitics really is more about defining possibilities and getting ready for any possibility so that if the crazy thing happens, ah, I've thought about it before. And I know what I'm going to do when that happens, rather than I'm going to perfectly be able to identify the scenario.” - Jacob Shapiro, Cognitive Investments -- This week’s episod…
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Episode #107 - Michael Muser of Ever
1:57:16
1:57:16
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This week, we delve into the world of Michael Muser, a charismatic veteran sommelier who has played a pivotal role in shaping Chicago's dining scene. With his characteristic showmanship and deep passion for hospitality, Michael guides us through a captivating array of topics, his raconteur's charm on full display. From his beginnings as a self-desc…
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#213 - Crime in Latin America and the Virtue of Pessimism
1:20:34
1:20:34
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Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America. They discuss the reasons behind the increase of crime in the region, how it ties into migration, why strongmen like Bukele are so fascinating to geopolitical nerds everywhere…and why pessimism might be the answer to attacking c…
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#212 - France’s Elections: Historic and Hysteric
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54:21
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Jacob welcomes Shane McLorrain on the podcast to talk about French President Emmanuel Macron’s election gambit – and how it seems to blowing up in his face…but how it may not have the outsized impact on France than some expected. -- Timestamps: (00:00) - Intro (01:18) – Overview of France right now (09:00) – Macron’s likability (17:31) – What was M…
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Episode #106 - Andrew Watts of Cordelia
1:20:26
1:20:26
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This week, we're strengthening the Chicago-Cleveland connection by chatting with one of The Land's kind titans of hospitality: Andrew Watts, the proprietor of the renowned Cordelia, a restaurant named for his great grandmother. Known for its delicious, elevated, sharable takes on American classics (conceived by Andrew's right-hand man, Chef Vinnie …
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Referenced in the Show: https://cognitivedissidents.org/ -- CI Site: cognitive.investments Jacob Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap 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…
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#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre
53:53
53:53
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Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications. -- Timesta…
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