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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The Service Academy Business Mastermind (SABM) is a transformational program for Service Academy graduates who are building businesses. Our podcast features entrepreneurial success stories from the Service Academy community (West Point, Naval Academy, Air Force Academy, Coast Guard Academy, and Merchant Marine Academy). To learn more, please visit: www.sabmgroup.com.
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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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#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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#284: Growing a Medical Device Startup from the Operating Room to the Boardroom with Greg Parranto, USMA ‘99
36:39
36:39
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“The best advantage of being in this industry for 17 years is the relationships. You can make a very good living and make money in health care, which is great. However, I think most people who go into this field genuinely care about improving patient care.” -Greg Parranto Greg Parranto is the Chief Executive Officer of Endeavor Orthopedics with ove…
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#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
52:18
52:18
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52:18
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
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
55:00
55:00
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55:00
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
31:45
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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#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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#283: Funding Real Estate Operators through The Academy Fund and 10X Vets with Bill Militello and Scott Mackes
39:26
39:26
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“Almost four years later, two funds, multiple loan participation opportunities…we’ve lent north of $60 million and have never missed a monthly distribution to investors. From idea to $60 million in under four years. I’m proud of all the support we’ve provided to our fellow vets who are entrepreneurs out there swinging for it.” -Bill Militello, USNA…
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#212 - France’s Elections: Historic and Hysteric
54:21
54:21
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54:21
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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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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#209 - Let’s Talk About Artificial Intelligence
1:09:36
1:09:36
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Jacob and Rob tackle a subject they’ve been avoiding due to its massiveness and ubiquity: Artificial Intelligence. They also do a segment of microgeopolitics (Jacob was in Bogota this week) and close out with initial thoughts on French President Emmanuel Macron’s surprising decision to call for legislative elections after his drubbing in European P…
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#282: From Counter-Terrorism to Compassion: Leveraging Technology to Find Families for Foster Kids with Jennifer Jacobs, USMA '93
30:52
30:52
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30:52
Hey team! Before we dive in, I've got some exciting announcements: 1) Join us on August 8th NJ for an exclusive Advanced Real Estate Investing Workshop & Networking Event at the prestigious Park Avenue Club in Florham Park, NJ. This premier event is crafted to elevate your real estate investing skills with institutional-level analysis. Whether you'…
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#281: Becoming a Commercial Printing Entrepreneur through Acquisition with Rich Vaill, USNA ‘88
23:50
23:50
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23:50
Hey team! Before we dive in, I've got some exciting announcements: 1) Join us on August 8th NJ for an exclusive Advanced Real Estate Investing Workshop & Networking Event at the prestigious Park Avenue Club in Florham Park, NJ. This premier event is crafted to elevate your real estate investing skills with institutional-level analysis. Whether you'…
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#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke
1:02:15
1:02:15
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Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jaco…
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#207 - Dmitri Alperovitch: World on the Brink
51:19
51:19
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51:19
Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States. -- Timestamps: (00:00) - Intro (1:30…
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#280: Creating Value for Dual-Use Technology Companies Through Investment and Involvement with Joshua Weed, USAFA ‘01
38:24
38:24
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38:24
Hey team! Before we dive in, I've got some exciting announcements: 1) Join us on August 8th NJ for an exclusive Advanced Real Estate Investing Workshop & Networking Event at the prestigious Park Avenue Club in Florham Park, NJ. This premier event is crafted to elevate your real estate investing skills with institutional-level analysis. Whether you'…
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#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
31:29
31:29
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Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who Claudia Sheinaum is and why she might be better for Mexico than you think. He also identifies the key questions you should be thinking about in terms o…
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#205 - Akshar Patel: Caste, Hindutva, and India's Elections
1:06:53
1:06:53
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Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, and explore Akshar’s idea of Ideologues v. Identitarians in Indian politics. They apply some of these insights to India’s upcoming elections and what is at stake in Modi’s transformation of the country…
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#279: Excelling in the Niche Mortgage Note Investing Market with Quinn McArthur, USMA ‘08
28:55
28:55
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28:55
“That’s the beauty of note investing. You don’t have to do it locally. It’s not like a development deal or a rental property where you have to be semi-local because there are no tenants or maintenance. It’s vacant land that is the collateral on these notes. We do deals in 30-plus states and that’s how we’re able to really scale it.” -Quinn McArthur…
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Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end a…
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#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
56:41
56:41
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Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death, the implications of the future of Iran, and what a post-Khamenei world might look like. -- Timestamps: (00:00) - Intro (01:30) – Khamenei’s successor (08:40) – Conspiracy theories about Khamenei's de…
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#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
1:09:12
1:09:12
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Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets there. A brief discussion on Russia/Ukraine and Europe in general and a cold shower on former President Donald Trump’s threats to Mexico leads into an …
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#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
19:44
19:44
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19:44
Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the one that is being missed (a failed coup attempt in the DRC). -- Timestamps: (00:00) - Intro (01:00) - Iran (12:36) - Attempted Coup in DRC -- Referenced…
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#278: The 3 Pathways to Small Business Ownership with John Panaccione, Army Veteran
40:45
40:45
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40:45
“Entrepreneurship, at its core, is all about leading. Leading customers, leading suppliers, leading bankers, leading lawyers, leading employees, and no one spends more money than the Department of Defense developing leaders. Have confidence that the raw leadership skill gets you halfway there.” -John Panaccione, Army Veteran John Panaccione is an e…
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#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
1:13:02
1:13:02
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What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of the past few years before turning to the flooding in Brazil, opportunities (and risks) in the U.S. electricity sector, and the new U.S. tariffs on Chinese goods. They also talk about the cognitive bias …
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#199 - How to Avoid a U.S.-China War
1:07:45
1:07:45
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Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of dynamic realism before pivoting to U.S.-China relations and an impassioned and thoughtful hot-take on why those predicting a Chinese invasion of Taiwan don’t just misunderstand China – they are participating in the realization of a sel…
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#277: Bridging Financial Gaps in Developing Markets with Isaac Were, USMA ‘16
29:39
29:39
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29:39
“I want Zimba to be a key part of the digitization process that we’re starting to see in Uganda and other parts of Africa, especially for financial institutions.” -Isaac Were, USMA ‘16 Isaac Were is the CEO of Zimba Technologies, a SaaS financial technology company that builds cloud-based software to digitize and automate financial institutions as …
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