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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!

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All Episodes

50:21

Not The Worst It Can Be: An Israeli Perspective

The Jacob Shapiro Podcast ·

2023/10/11

Jacob welcomes Israeli geopolitical analyst Nitzan David Fuchs to offer an Israeli perspective on the terrible events of the past few days and the difficult weeks ahead.--Timestamps:(00:00) - Intro(03:15) - Israel's intelligence failure(08:15) - Israel/Hamas situation update(10:20) – Hamas’s intentions(17:08) - Is Iran behind this?(22:12) - What are Israel's strategic goals?(29:33) - How do hostages fit into the situation?(36:00) - How long does Israel have to accomplish its goals?(38:59) - How will

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01:25:38

Settling Scores

The Jacob Shapiro Podcast ·

2023/10/09

Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing in the world geopolitically and all the myriad ways a multipolar world is influencing the balance of power and investment decisions. They close with the best basketball analysis you’ll find anywhere in the U.S. YEAH WE SAID IT!--Timestamps:(00:00) - Intro(02:00) – U.S. Elections(16:53) – Score settling in geopolitics(31:35) – Europe x China relations(43:47) – Ideologies under multipolarity(50:45)

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29:15

The First Israeli-Palestinian War

The Jacob Shapiro Podcast ·

2023/10/08

Jacob is in the middle of Mississippi without his fancy microphone, but that doesn’t stop him from recording a reaction to the Hamas attack on Israel and Israel’s declaration of war in response. Jacob tries to compartmentalize the politics and emotion of the situation – a nearly impossible task – to explain what is going on at both a local and regional level and what this escalation in violence will mean.--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter:

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53:53

Opium War Lessons (For Fentanyl)

The Jacob Shapiro Podcast ·

2023/10/06

Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. From there, they explore the U.S.-Mexico-China love triangle and what history can and can’t teach us about the future of those three countries. Last but not least is Ukraine’s quest to become the Israel of Eastern Europe and whether Kyiv can produce weapons for itself in sufficient quality and quantity to

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37:09

Agriculture x Geopolitics (RealAgriculture Crosspost)

The Jacob Shapiro Podcast ·

2023/10/02

Jacob Shapiro and Shaun Haney unpack the India-Canada diplomatic nightmare of the last few weeks and how the Ukraine/Russia war might end.Link to RealAg Post: https://www.realagriculture.com/2023/09/frontlines-national-interests-vs-ideology-indian-separatism-and-western-support-for-ukraine/--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn:

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49:03

The Politics of Hope

The Jacob Shapiro Podcast ·

2023/09/29

Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses. From there, they discuss recent problems in the European Union and Mitsubishi Motor’s decision to leave China, before doing a rapid-fire set of topics to close the podcast. --Timestamps:(00:00) - Intro(01:20) - Macro Overview(19:20) – EU problems(25:20) - No optimism in EU(36:06) – Japan automakers leave China(40:15) - 4 interesting events--CI LinkedIn:

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01:02:25

Hope is the Last Thing that Dies

The Jacob Shapiro Podcast ·

2023/09/25

Jacob welcomes Daniel Stelter to the podcast to begin his research process into the future of the German economy with a sober conversation with an expert who thinks Germany is a long-term short. Dr. Stelter's take differs greatly from the one we take at CI, and we really enjoyed hearing his perspective on the future of Germany. Dr. Stelter is the founder of the German Discussion Forum Beyond the Obvious (www.think-beyondtheobvious.com), focusing on strategic and macroeconomic issues. He has written

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01:04:42

Why Should I Care About Nagorno-Karabakh?

The Jacob Shapiro Podcast ·

2023/09/22

Jacob continues to fight through a cold to bring you the geopolitical content you know and love. His weekly chat with Rob starts off with Brazil – and why an interest rate cut in Brazil should matter a big deal from an investment point of view. From there, they touch on the top developments of the week in the South Caucasus and Ukraine before philosophizing on Canada-India relations.--Timestamps:(00:00) - Intro(01:20) - Snot(02:02) - Brazil cut interest rates(11:11) - Brazil/US real estate liquidity

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48:21

The Pitfalls of Green Energy Policies

The Jacob Shapiro Podcast ·

2023/09/15

Jacob and Rob reunite to discuss developments in geopolitics and markets. They talk about environmental policies and their discontents, explore the hysteria on German deindustrialization, and offer a few thoughts on China’s recent tech resilience.--Timestamps:(00:00) - Intro(01:24) –German Industrialization(06:00) - The backlash against Green Politics(22:17) - German Industrialization 2.0 (39:28) - China’s tech resilience--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI

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47:49

50 Years Since Allende - An Update on Chile

The Jacob Shapiro Podcast ·

2023/09/11

Jacob welcomes Dr. Robert Funk onto the podcast to discuss how Chile has changed over the last 50 years, and more importantly how it will change over the next 10. They briefly explore the legacy of the coup against Allende before exploring why Chile has always been a little bit different than the rest of Latin America…and whether Chile can avoid being caught between great power competition in the years ahead.--Timestamps:(00:00) - Intro(02:27) - The legacy of the Allende coup(08:33) - Chile's

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42:34

The Modern Geopolitics of Turkey

The Jacob Shapiro Podcast ·

2023/09/08

Jacob welcomes Ryan Bohl back onto the podcast to discuss their respective deep-dive reports into Turkey’s geopolitics. They go back and forth about whether Istanbul or Anatolia is Turkey’s core before taking a very macro view at Turkey’s foreign relations and the risks/opportunities ahead for the Turkish state.Ryan’s report: https://worldview.stratfor.com/article/modern-geopolitics-turkeyJacob’s report is only available for CI clients. Email jacob@cognitive.investments to discuss

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52:37

Japan: A Story of Stagnation and Change

The Jacob Shapiro Podcast ·

2023/09/04

Jacob welcomes Professor Stephen Nagy onto the podcast to talk about Japan’s internal contradictions, its influential foreign policy, and the role Japan will play in protecting its cherished “free and open Indo-Pacific.” They even spend a few minutes talking about Canada (you’re welcome, Canada!)--Timestamps:(00:00) - Intro(03:00) - Migration(06:36) - Changes in Japan's countryside(10:15) - Stagnation in Japan(15:43) - Japanese/Chinese relations(21:50) - South China Sea(28:42) - Chinese military vs

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01:07:53

The Depreciable Life of Information

The Jacob Shapiro Podcast ·

2023/09/01

Jacob and Rob take a step back from the day-to-day grind of the news flow to talk about how they think about information more broadly. They take a philosophical dive into the challenges of our current media environment, parsing through their own participation in the phenomenon and how they filter out the noise. They finish with some best practices on information gathering. --Timestamps:(00:00) - Intro(01:32) - How to think about information(13:15) - The challenges of information overload(19:11) -

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52:57

Hope and Change in Latin America

The Jacob Shapiro Podcast ·

2023/08/28

Jacob welcomes back Elohim Monard to the podcast – who brings with him fellow Latin America expert Igancio Asis. They discuss the momentous political events in Guatemala, Argentina, and Ecuador over the past week and set the stage for deeper conversations in the future about the role of criminal enterprises in Latin American politics, whether Argentina can ever really change, and the future of China in the region, among other things.--Timestamps:(00:00) - Intro(03:00) – Guatemalan Elections(14:44) –

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20:51

WTF Happened to Prigozhin?!

The Jacob Shapiro Podcast ·

2023/08/25

Jacob fires up the hot-take machine to confront the news about Prigozhin’s death head on, before doing a brief tour of the world to give listeners a “global sitrep” before he heads out on vacation.--Timestamps:(00:00) - Intro(00:55) – Prigozhin(08:06) – BRICS(12:00) – India(14:52) – Ethiopia(15:52) – Guatemala--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn:

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01:05:44

Superconductors and The Future of Fusion

The Jacob Shapiro Podcast ·

2023/08/21

Jacob Shapiro welcomes Myles Stapelberg, a member of CI’s Innovation Advisory Board, back onto the podcast to discuss the news about the “discovery” of a room temperature, ambient pressure superconductor. From there, the pivot to developments in nuclear fusion over the past 6 months and some of the challenges and opportunities in the fusion space – a subject bereft with lofty promises, sensationalism…but also real progress.--Timestamps:(00:00) - Intro(03:32) - What is a superconductor?(12:00) - What

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19:45

Call Me “Jake Solo” 😏

The Jacob Shapiro Podcast ·

2023/08/18

Jacob takes to the mic alone to update you on the latest geopolitical developments in the world while Rob, Cousin Marko, and seemingly everyone else in the world is on vacation. Must be nice!--Timestamps:(00:00) - Intro(01:51) – Argentinian Primary Elections(03:36) – Panama Canal(04:40) – Ethiopia and Nigeria(08:48) – Nagorno-Karabakh(09:39) – Wheat(12:29) – China(16:00) – Germany--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI

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27:32

Canadian Beef (RealAg Crosspost)

The Jacob Shapiro Podcast ·

2023/08/14

Jacob is featured on RealAg Radio with Shaun Haney! They'll dig into China’s economic and social standing and what Russia might do next. You’ll also hear from Joyce Parslow, with Canada Beef, on new culture, lifestyle, health and wellness information programs launched for Canadian beef AND a spotlight interview with Tom Barrie of Koch Ag Services on comparing nitrogen stabilizers.Check out RealAg Radio here: https://www.realagriculture.com/category/realag-radio/--CI LinkedIn:

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01:15:48

The Pain of Deglobalization

The Jacob Shapiro Podcast ·

2023/08/11

Chase pinch hits for Rob in CI’s weekly update with Jacob. Chase offers a sober take on inflation, before Jacob and Chase explain their bullishness on natural gas and energy in general for the rest of the year. They close with an examination of Japan’s recent moves – and explore how deglobalization is affecting both Japan and China in tandem.--Timestamps:(00:00) - Introduction(01:20) - Inflation(10:08) - Jerome's Take(15:05) - Chinese Deflation(20:00) - Higher Commodities(22:30) - Natural Gas(33:50)

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59:59

Colonialism 2.0 - The Scramble for Africa

The Jacob Shapiro Podcast ·

2023/08/10

Sim Tack rejoins the podcast to pick up where he and Jacob left off a month ago: about the deteriorating security situation in the Sahel. Sim and Jacob discuss the nitty-gritty of the security situation and how it raises disturbing opportunities for radicalized jihadist voices in the region. From there, they wax philosophical about whether Africa is facing a new era of colonialism and how to approach the broader challenges facing the region, before closing with some brief thoughts on Russia and

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321 results

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