x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Jacob Shapiro Podcast

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!

news politics

All Episodes

54:27

#181 - Weekly Update: What If Trump Wins? (Tariff...

The Jacob Shapiro Podcast ·

2024/03/08

Jacob is on the road, Rob is on vacation…and still they bring the analytical firepower to you each week! They do a little microgeopolitics on Eden Prairie, MN, before tackling a big, scary question: What happens if Trump wins and actually does what he says he will do in terms of tariffs? They close with a few thoughts on Emmanuel Macron’s spicy week.--Timestamps:(00:00) - Intro(00:43) – Microgeopolitics (Eden Prairie)(11:54) – What if…tariff edition(20:30) - Tariff of Abominations History

en

47:26

#180 - Matt Gartken: The "Black Swan" Scenarios

The Jacob Shapiro Podcast ·

2024/03/04

Jacob welcomes Matt Gertken, Chief Geopolitical Strategist at BCA research, onto the show. They reflect on their careers at Stratfor before diving into Matt’s thoughts on the Chinese economy, Taiwan’s future, and “Black Swan” Scenarios investors and analysts should have on their radar in 2024.--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--Cognitive Investments is an investment advisory firm, founded in 2019

en

01:04:29

Pleasant Prairies and A Middle East Update

The Jacob Shapiro Podcast ·

2024/03/01

Jacob is in a spicy mood, coming to you live from Pleasant Prairie WI. He and Rob do another round of “microgeopolitics” on this part of Wisconsin before diving into the Middle East and updating on the Israeli-Palestinian conflict. That segues into a brief conversation about the future of Europe before Jacob squares off against ChatGPT to find historical analogies to the UAE’s strange $35 billion investment in Egypt.See:

en

44:03

What’s in a name? (North Korea edition)

The Jacob Shapiro Podcast ·

2024/02/26

Jacob welcomes Rodger back onto the podcast to talk about North Korea’s recent decision to call South Korea by its official name – as well as its abandonment of reunification as its most important geopolitical goal. They explore the potential ramifications of that for North Korea, South Korea, and Japan, before thinking through scenarios for the Korean peninsula in the context of U.S. elections. They close with Rodger’s thoughts on demographics, democratization of military tech, and the

en

01:00:22

The Horseradish Capital of the World

The Jacob Shapiro Podcast ·

2024/02/23

Jacob hits the road and brings perspectives on geopolitics and markets from the point of view of Eau Claire WI, formerly Sawdust City, home of Bon Iver, the once mighty U.S. tire industry…and the biggest horseradish producer around. Rob and Jacob discuss the U.S. tire industry and the lessons its demise poses for geopolitics and markets, before backing into conversations about China, U.S. trade policy, NVIDIA HYPE, and human capital.--Timestamps:(00:00) - Intro(01:30)– Eau Claire, WI(04:30) –

en

52:22

Making Astrology Respectable

The Jacob Shapiro Podcast ·

2024/02/16

Jacob and Rob take a victory lap on higher-than-expected U.S. inflation. They tackle a listener-submitted question about where Chinese deflation might affect the U.S., and explore the political impact of inflation/deflation and both the U.S. and China. They close with a brief survey of geopolitical risks in the world going unnoticed as Russia-Ukraine, Israel-Palestine, and the Chinese economy crowd out the space for headlines.--Timestamps:(00:00) - Intro(02:17) - Inflation(11:34) - Political Side of

en

57:59

Extrapolating Doom

The Jacob Shapiro Podcast ·

2024/02/09

Rob is busy trying to get French citizenship, so favorite-guest Chase Taylor from Pinecone Macro joins the podcast to talk U.S. macro, oil and natural gas prices, and how to think about investing in a world of doom & gloom.--Timestamps:(00:00) - Intro(00:45) – U.S. macro(09:26) – Oil(20:15) – NatGas(27:55) – U.S. v. Intl | Hong Kong/China(41:35) – Extrapolating doom: Egypt and Pakistan(49:10) – Bitcoin--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter:

en

41:34

Dams and the Rio Grande

The Jacob Shapiro Podcast ·

2024/02/07

Caroline Eaton Tracey joins the podcast to offer a thoughtful perspective on the Rio Grande River based on her recent article in The New York Review of Books. After discussing how dams on the river supported by the Mexican and U.S. governments have changed local communities and endangered natural ecosystems, they turn to Caroline’s new research interest and the topic of her forthcoming book: Salt Lakes.--Timestamps:Caroline’s website –https://cetracey.com/Stopping the Old Rio Grande –

en

51:31

Confusion

The Jacob Shapiro Podcast ·

2024/02/03

Better late than never! Jacob was on the road this week so instead of recording on Thursday they had to record on Friday. The theme of the episode might be confusion – confusion over the narrative on the U.S. economy, on oil prices, on natural gas prices, and even on the future of Ukraine. There are more questions than answers in this episode during a surprisingly pivotal week in geopolitics.--Timestamps:(00:00) - Intro(04:45) - US Economy(14:05) – Middle East(24:00) – Oil(35:50)– Natural gas(42:12)

en

51:45

The Blood of the Martyrs

The Jacob Shapiro Podcast ·

2024/01/30

Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which is the death of three U.S. soldiers in a drone attack by a group supported by Iran. Jacob and Farzam dive past the headlines and talk about what the consequences of the attack will be, whether Iran was behind it, and what Iran’s strategic thinking is in the region more generally, and especially in relation to Oct. 7 and the Red Sea shipping disruptions.--Timestamps:(00:00) - Intro(03:00) - What

en

52:56

What's Happening (Right Now) With the Weather?

The Jacob Shapiro Podcast ·

2024/01/29

Jacob welcomes weather expert Daryl Ritchison back on the podcast to discuss his 2023 hits and misses, his 2024 outlook, and to dive deep into questions of El Nino, weather history, and the riskiest places in the world to live.--Timestamps:(00:00) - Intro(02:24) – 2023 in review(07:56) – El Niño and the MEI(14:24) – 2024 Outlook: North America(26:35) – Buoys tangent(31:18) - 2024 Outlook: South America(35:00) – Pacific Decadel Oscillation/Dust Bowl(44:00) – Most/Least riskiest places in the world to

en

58:49

Friction

The Jacob Shapiro Podcast ·

2024/01/26

Jacob and Rob power through a difficult week to offer insights on how Chinese industrial policy is shaping the world. They explore how the semiconductor industry was buoyed by Chinese demand last year and express doubts about whether the good times will continue to roll in 2024. They talk about Chinese EVs, the proliferation of risk (and how to think about it from both a professional and investment perspective) before closing by parsing some interesting data about renewable energy capacity and what

en

23:56

Trouble in the Red Sea, logistics snarls, China, and...

The Jacob Shapiro Podcast ·

2024/01/22

Crosspost with Sean Hanney's Frontlines from RealAgriculture!Up for discussion in this episode:Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping laneLogistics are definitely impacted, but is it as big a deal as it could be?There’s many players in the mix, and much to unpack on this oneTaiwan’s election is done. Does it make relations with China better or worse and why does it matter?Speaking of elections, what about Argentina?China/Argentina tradeOn to

en

58:09

What the Media Missed This Week

The Jacob Shapiro Podcast ·

2024/01/19

Jacob and Rob tackle conflicting narratives about oil prices before diving deep into geopolitical and market issues in China and France. They close by addressing some user-submitted questions on the Red Sea and on the stories that are not discussed enough by the mainstream media. --Timestamps:(00:00) - Intro(01:10) - Present and Future of Oil(19:15) - China/Taiwan(37:25)– France(42:49) – Listener Q&A – Red Sea(49:45) – Q&A – Under the radar--CI Site: cognitive.investmentsJacob Site:

en

50:50

Retrospectives and Predictions for the Ukraine War

The Jacob Shapiro Podcast ·

2024/01/16

Sim returns to the podcast to talk about the successes and failures of Ukraine’s military forces and what the future looks like in the Russia-Ukraine war. From there they spend a bit of time talking about the Red Sea and Black Swans that might impact 2024 and beyond.--Timestamps:(00:00) - Intro(00:40) – 2023 Russia-Ukraine War Retrospective(15:15) – 2024 Russia-Ukraine War Predictions(33:00) – Red Sea/Sahel/KSA oh my(40:20) – Black Swans--CI Site: cognitive.investmentsJacob Site:

en

01:01:00

Cocaine and the Catholic Church

The Jacob Shapiro Podcast ·

2024/01/12

Jacob and Rob take a deeper look at a recent World Bank study that purports to show how countries can increase investment…and in so doing reduce poverty and inequality. They tease out some of the assumptions the report makes but also point out how to think about the countries that will succeed in a multipolar world. They also check in on a few geopolitical hotspots: the Red Sea, Ecuador, and Germany…before a mea culpa about Ethiopian Airlines. --Timestamps:(00:00) - Intro (03:14) - Red Sea

en

01:08:09

What's Happening in the DRC?

The Jacob Shapiro Podcast ·

2024/01/08

Ben Shepherd joins Jacob to talk about the Democratic Republic of Congo. Ben urges listeners to think and look beyond the endless stories about violence in the DRC and instead to note, however, halting and fragile, the progress the country has made in the last 20 years and its potential in the future.--Timestamps:(00:00) - Intro(02:36) – History and geography of the DRC(15:15) - Why is it shaped that way?(21:48) – Breakdown of Congolese misgovernance(28:26) - Violence in the eastern DRC(42:26) –

en

52:37

We're Worried About the Middle East

The Jacob Shapiro Podcast ·

2024/01/05

Smoke rises from the Red Sea. The hour grows late and Rob calls Jacob seeking his counsel. For that is why you have come, is it not…our old friends? If you like the Lord of the Rings, you got that joke. If you didn’t, what’s wrong with you? Welcome to the return of the Cognitive Dissidents podcast in 2024, with Jacob and Rob relatively downbeat about both markets and geopolitics to start off the year.--Timestamps:(01:00) – Market expectations(11:24) - Is the good economy just luck?(18:22) – Chinese

en

28:27

Here's Looking At You, Dad

The Jacob Shapiro Podcast ·

2023/12/22

Jacob returns with a few thoughts about family, love, and geopolitics.--Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--Disclaimer: Cognitive Investments LLC

en

45:26

Cybersecurity + Geopolitics (Matt Pines)

The Jacob Shapiro Podcast ·

2023/12/15

Last week of reruns! Jacob Shapiro will be back next week with a full update on his situation and what to expect moving forward. Thank you so so so so much for being so patient with us! In the meantime, we have a fantastic episode with Matt Pines, yet ANOTHER connection via the Twittersphere. Matt breaks down the present day risks associated with cyber warfare and espionage across geopolitical boundaries. Matt is a management consultant at Krebs Stamos and a fellow at the Bitcoin Policy Institute

en

321 results

Similar Podcasts

Expres Ráno

Expres FM

PBS News Hour - Full Show

PBS News

CD Voice

China Daily

Israel Today: Ongoing War Report

Noa Levi

Jeffrey Epstein: The Coverup Chronicles

Bobby Capucci