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Hosted by Jacob Shapiro (and occasionally Rob Larity) The Cognitive Dissidents 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: Chartable - https://chartable.com/privacy Podtrac - https://analytics.podtrac.com/pr ...
 
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.
 
The Law of Code podcast focuses on the legal framework being built around blockchains, crypto, NFTs, and DAOs. We’ll look at crypto regulations, rights surrounding NFTs, as well as the legislation impacting blockchain. You’ll hear from the top lawyers, lawmakers, and entrepreneurs in the space – we’ll touch on best practices countries are implementing, new regulations, and share ideas on the best path forward.
 
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Road Bois

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Road Bois

Jacob Bellotti, Jeremy Shapiro, Jeremy Campbell, Jeff Kurkjian

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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 ...
 
A podcast powered by Red Points, the fastest-growing brand protection company in the world, and hosted by Daniel Shapiro. The show follows the stories of anti-counterfeiting and brand protection leaders from well-known companies all over the globe. For more information, check out our website at redpoints.com/podcast Hosted on Acast. See acast.com/privacy for more information.
 
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show series
 
In Episode 302 of Hidden Forces, Demetri Kofinas speaks with Jeff Snider. Jeff is Chief Strategist for Atlas Financial and co-host of the Eurodollar University podcast where he untangles the inner workings of the global monetary and Eurodollar reserve currency system with implications for policymakers and investors. Jeff Snider has been ringing the…
 
Former President Donald Trump wrote in a social media post that he expects to be arrested on charges of hush money payments involving adult film actress Stormy Daniels and called on his supporters to protest any such move. But how likely are charges? New Hampshire Governor Chris Sununu tells Jake Tapper the investigation is building “sympathy” for …
 
Jacob and Rob discuss what happened at Silicon Valley Bank – and why CI knew there was trouble in Silicon Valley as far back as May 2022. Rather than pat themselves on the back too much, Rob and Jacob talk about the importance of focusing on the right information and explain some of the things that they are focused on today that might be the Silico…
 
Jason Schwartz (@CryptoTaxGuyETH) is a tax partner and co-heads Fried Frank's Digital Assets and Blockchain Practice. He specializes in tax issues relating to financial products, securitizations, funds, treaties, lending, and digital assets. Jason has been recognized as an "Up and Coming" lawyer in Tax by Chambers USA and as a "Next Generation Part…
 
Jacob welcomes Kamran Bokhari back to the podcast for an emergency discussion on the normalization of Saudi Arabia-Iran relations announced in China last week. They discuss the interests of all the different players and analyze what to take seriously – and what is just a PR moment. From there, they look at how different countries in the region will…
 
In Episode 301 of Hidden Forces, Demetri Kofinas speaks with Steven Kelly about the government's decision to bail out depositors at Silicon Valley Bank and what this decision means for monetary policy and the Federal Reserve’s fight against inflation. This conversation was recorded on the morning of Monday, March 13th less than 24hrs after the Fede…
 
In Episode 300 of Hidden Forces, Demetri Kofinas speaks with Dr. Iain McGilchrist. Most people know Dr. McGilchrist for having authored “The Master and His Emissary” a book about what we popularly refer to as “the Divided Brain” and its role in the making of the modern world. It is Dr. McGilchrist’s view that we have systematically misunderstood th…
 
First, guest anchor Kaitlan Collins sits down with the White House Director of Office Management and Budget Shalanda Young to discuss what actions the Biden administration will take to stabilize the financial system after the stunning collapse of Silicon Valley Bank this week. Next, South Carolina Republican Rep. Nancy Mace joins to discuss the fut…
 
A panel of judges heard oral arguments in the Grayscale Investments suit against the U.S. Securities and Exchange Commission (SEC) on March 7. This podcast dives into the history of GBTC, the SEC's reasoning for rejecting the spot-bitcoin ETF, Grayscale's argument against the SEC and an overview of what we heard during the oral arguments on March 7…
 
Jacob and Rob discuss the Fed resuming its previous hawkishness and tease out underappreciated areas of the economy where more expensive capital could have consequences, especially related to U.S. energy production. From there, they take a brief look at geopolitics in Egypt and Turkey before turning to the biggest geopolitical news of the week you …
 
Nelson Rosario (@NelsonMRosario) is an attorney in Chicago, IL, USA, and the founder of Rosario Tech Law whose interests comprise law, innovation, cryptocurrencies and related blockchain based technologies. Nelson teaches a law school class “Blockchain, Cryptocurrency, and the Law,” at Chicago-Kent College of Law, and has been a visiting professor …
 
In Episode 299 of Hidden Forces, Demetri Kofinas speaks with Jon Askonas a professor of politics at the Catholic University of America where he works on the connections between the republican tradition, technology, and national security. Jon is the author of a new series of essays for the New Atlantis titled “Reality: A Postmortem,” where he looks …
 
This episode is a crossover episode with realagriculture! RealAg Radio host Shaun Haney and Jacob sit down for an in-depth discussion on the factors influencing the Russia-Ukraine war, one year in. From leaders’ messaging, to Western involvement, to figuring out China, and finally to how it all ends, Shapiro shares his thoughts. Catch the original …
 
First, Dana Bash speaks exclusively with House Minority Leader Hakeem Jeffries about Democrats' strategy for navigating a divided Congress, as well as President Biden's surprise announcement that he won't block a GOP bill to override a controversial DC crime law. Next, many blame Chicago Mayor Lori Lightfoot's reelection loss this week on crime con…
 
Rob and Jacob breakdown China’s shockingly good PMI data and what it will mean for inflation and U.S. dollar strength. From there, they look closely at European economic data and walked away chastened about Europe’s prospects for the rest of year. Midway through the podcast, Rob and Jacob offer a new segment – “Anatomy of a Trade” – and discuss rec…
 
Justin Daniels is a cybersecurity SME and M&A attorney at Baker Donelson, where he advises corporate clients on the deployment and scaling of technology that ranges from SaaS, Fintech and data centers to autonomous vehicles, drones and cryptocurrency. Justin has co-authored a book (Data Reimagined: Building Trust One Byte at a Time) designed to sho…
 
Jacob welcomes Emily de La Bruyère on to the podcast for a robust debate about China’s global intentions and the future of U.S.-China relations. In a conversation blissfully bereft of inane chatter about spy balloons, Emily and Jacob disagree about China’s strategic intentions and the extent to which the U.S. is dependent on China. From there they …
 
First, Bash goes one-on-one with National Security Adviser Jake Sullivan, pressing him on Biden giving fighter jets to Ukraine and whether the US would support Ukraine taking Crimea back militarily. Sullivan explains the specific support Ukraine needs at this stage of the war, responds to a new report on Covid's origin, and discusses the US warning…
 
Jacob and Rob give a brief recap on market developments and how to think about rising inflation expectations. From there, they pivot (get it?) to discuss a strange story out of China, where coal prices and coal supply are simultaneously rising at the same time, and what that might mean for global energy markets in general. They touch on the 1-year …
 
Three of the brightest minds in crypto law discuss LexPunK highlights from 2022, touch on disclosures regimes, sufficient decentralization, compare crypto native remedies to the current legal system, and much more. Gabriel Shapiro (@lex_node) is General Counsel at Delphi Labs. Sarah Brennan (@SH_Brennan) is General Counsel for both Delphi Research …
 
In Episode 298 of Hidden Forces, Demetri Kofinas speaks with Professor of Political Science and International Studies at Boston College, Jonathan Kirshner. Dr. Kirshner belongs to the school of international relations known as “classical realism,” which places a unique emphasis on the role played by uncertainty and the need to grapple more seriousl…
 
First, with tensions running high between the U.S. and China, CNN’s Pamela Brown asks House Foreign Affairs Committee Chairman Rep. Michael McCaul and Intelligence Committee Chairman Rep. Mike Turner about the U.S. response and whether President Biden is right to try and lower the temperature with China. Plus, U.S. Ambassador to the United Nations …
 
How do we measure a society's ascent into modernity? Is it their ability to make cars or manufacture their own vaccines? If they lose these abilities or never progress out of the the primordial ooze of political turmoil, what does that make them? Rob and Jacob tackle these questions and much much more for this week's episode of Cognitive Dissidents…
 
Michael Selig (@MikeSeligEsq) is counsel in the Asset Management Department of the law firm Willkie Farr & Gallagher and part of the firm’s crypto practice. Michael’s practice centers on the application of financial regulation to crypto and web3 technology networks and products, including blockchains and crypto assets. Michael previously worked at …
 
Marko Papic is back! Kyrie Irving got traded to the Mavs and it's confusing/upsetting/underwhelming. The Biden Administration is using their most expensive jet to flex on a balloon, and it signifies some important shifts in US-China relations. The topic of India is broached and we dive a bit into Ukraine! Tune in to hear more. -- Timestamps: (0:00)…
 
Marco Ciarlariello is a member of the Business Law Group and serves as the Chair of the Blockchain & Cryptocurrency Group at Cassels Brock & Blackwell LLP. Marco is a commercial lawyer with a practice that focuses on intellectual property, information technology and data privacy in the digital asset space. Marco works extensively with a range of cl…
 
In Episode 297 of Hidden Forces, Demetri Kofinas speaks with the former Deputy Governor of the Bank of England, Sir Paul Tucker. During his time at the BoE, Sir Paul sat on the bank’s monetary policy, financial stability, and prudential policy committees. He was a member of the G20 Financial Stability Board and a director of the Bank for Internatio…
 
Jacob welcomes back fan-favorite Sim Tack to discuss the future of the war in Ukraine. The next 12 months (assuming it will last that long) are going to be a test of Ukraine's resolve, Europe's willingness to isolate Russia, and the US's desire to continue providing funding/supplies. Sim and Jacob ponder the clandestine operator that bombed the Nor…
 
First, the U.S. military has shot down a third flying object in just over a week. Chairman of the House Intelligence Committee Rep. Mike Turner joins to answer if these objects are a threat and what investments can be made to protect U.S. airspace. Next, Michigan Gov. Gretchen Whitmer sits down with Jake to answer if she’s worried that polls show D…
 
What happens when you have wage growth inflation, a consistently shrinking workforce, historically low unemployment, and surging investment from the government? How do human capital issues (e.g. disability rates, death rates, declining life expectancy) and inflation play off of one another across the markets? Rob and Jacob explore the concept of hu…
 
What the heck is up with these Chinese Balloons? -- Timestamps: (0:00) - Balloons -- CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/ CI Website: https://cognitive.investments CI Twitter: https://twitter.com/CognitiveInvest Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/ Jacob Twitter: https://twitter.com/JacobSh…
 
Jason Gottlieb (@ohaiom) is a Partner at Morrison Cohen LLP, where he chairs the Digital Assets group and the White Collar and Regulatory Enforcement practice group. Jason is the principal author of the MoCo Cryptocurrency Litigation Tracker and was named to the National Law Journal‘s inaugural list of Cryptocurrency, Blockchain and Fintech Trailbl…
 
In Episode 296 of Hidden Forces, Demetri Kofinas speaks with Chuck Klosterman, a bestselling author and essayist whose work focuses on American popular culture. His most recent book about the 1990s describes a decade that happened long ago, but not nearly as long ago as it seems. The 1990s happened between the fall of the Berlin Wall and the collap…
 
Myles Stapelberg, a graduate student at MIT in the Plasma Science and Fusion Center and a member of CI’s new Innovation Advisory Board, joins the podcast to give us a primer on nuclear fusion. This will be the first of a few appearances for Myles – in this initial episode, Jacob peppers Myles with questions to understand the basics of nuclear fusio…
 
First: Transportation Secretary Pete Buttigieg touts the takedown of the suspected Chinese spy balloon and previews President Biden's State of the Union address. Next: Intelligence Committee Vice Chairman Marco Rubio questions why the Biden administration didn't act sooner to shoot down the Chinese balloon. Then: In an exclusive joint interview, Re…
 
Rob and Jacob start off with a general overview of this previous week in macro, then turn to what might be in store for the future. Afterwards, they turn to the Biden administration's choice to float a larger military presence around the Philippines, breaking down their deter China and unsubtly escalating the US-China trade war. Simultaneously, Ind…
 
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