Best Jacobs Financial Services LLC Podcasts (2024)

1
#230 - Microgeopolitics of Fargo and Brazil v. X 50:30

7d ago50:30

50:30

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…

1
#229 - Understanding WHO's Mpox Declaration 53:25

9d ago53:25

53:25

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)…

1
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine 34:38

20d ago34:38

34:38

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 …

1
#227 - The Tactical Objectives of Ukraine's Offensive Push 45:10

25d ago45:10

45:10

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…

1
#226 - Monkeypox and AI 51:03

1M ago51:03

51:03

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…

1
#225 - Great Power Network Competition and Bitcoin (and Aliens) 58:32

1M ago58:32

58:32

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…

1
#224 - Sober Liquidity 55:30

1M ago55:30

55:30

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…

1
#223 - Economic Possibilities for our Grandchildren (An Update) 58:50

2M ago58:50

58:50

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…

1
#222 - Maduro and Venezuela 1:00:00

2M ago1:00:00

1:00:00

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…

1
#221 - There IS A World Outside The U.S. Election (I Promise) 54:33

2M ago54:33

54:33

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 …

1
#220 - The Trump Assassination Attempt 1:14:51

2M ago1:14:51

1:14:51

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…

1
#219 - How The Crusades Created Trusts as We Know Them 1:00:31

2M ago1:00:31

1:00:31

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…

1
#218 - Revolt of the Masses 48:13

2M ago48:13

48:13

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…

1
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction 52:18

2M ago52:18

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…

1
#216 - Double Your Pleasure, Double Your Shap 1:05:28

2M ago1:05:28

1:05:28

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…

1
#215 - The Ozempic Boom and the Future of Biotech 55:00

2M ago55:00

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…

1
#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue 31:45

3M ago31:45

31:45

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…

1
#213 - Crime in Latin America and the Virtue of Pessimism 1:20:34

3M ago1:20:34

1:20:34

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…

1
#212 - France’s Elections: Historic and Hysteric 54:21

3M ago54:21

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…

1
#211 - Things To Come 7:43

3M ago7:43

7:43

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…

1
#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre 53:53

3M ago53:53

53:53

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…

1
#209 - Let’s Talk About Artificial Intelligence 1:09:36

3M ago1:09:36

1:09:36

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…

1
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke 1:02:15

3M ago1:02:15

1:02:15

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…

1
#207 - Dmitri Alperovitch: World on the Brink 51:19

4M ago51:19

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…

1
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections 31:29

4M ago31:29

31:29

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…

Podcasts Worth a Listen

Jacobs Financial Services LLC Podcasts

Podcasts Worth a Listen

1
The Jacob Shapiro Podcast

Cognitive Investments

1
Retirement Domination: Life After Work with Tom Jacobs

Jacobs Financial Services LLC

1
#230 - Microgeopolitics of Fargo and Brazil v. X 50:30

1
#229 - Understanding WHO's Mpox Declaration 53:25

1
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine 34:38

1
#227 - The Tactical Objectives of Ukraine's Offensive Push 45:10

1
#226 - Monkeypox and AI 51:03

1
#225 - Great Power Network Competition and Bitcoin (and Aliens) 58:32

1
#224 - Sober Liquidity 55:30

1
#223 - Economic Possibilities for our Grandchildren (An Update) 58:50

1
#222 - Maduro and Venezuela 1:00:00

1
#221 - There IS A World Outside The U.S. Election (I Promise) 54:33

1
#220 - The Trump Assassination Attempt 1:14:51

1
#219 - How The Crusades Created Trusts as We Know Them 1:00:31

1
#218 - Revolt of the Masses 48:13

1
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction 52:18

1
#216 - Double Your Pleasure, Double Your Shap 1:05:28

1
#215 - The Ozempic Boom and the Future of Biotech 55:00

1
#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue 31:45

1
#213 - Crime in Latin America and the Virtue of Pessimism 1:20:34

1
#212 - France’s Elections: Historic and Hysteric 54:21

1
#211 - Things To Come 7:43

1
#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre 53:53

1
#209 - Let’s Talk About Artificial Intelligence 1:09:36

1
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke 1:02:15

1
#207 - Dmitri Alperovitch: World on the Brink 51:19

1
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections 31:29

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