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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

53:20

Thriving In a Volatile Macro Environment

The Jacob Shapiro Podcast ·

2023/03/31

Jacob and Rob take a step back and question some of their previous optimism about U.S. growth and the Chinese re-opening. They discuss the role of China in the global economy and wrestle with what China’s data does or doesn’t tell us about prospects for international growth and the potential impact on emerging markets and the dollar. From there, they turn to surprisingly high inflation figures in Europe before closing with extended thoughts on Brazil and Indonesia – and why they might fit the

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22:42

Emergency Episode: The Future of Israel

The Jacob Shapiro Podcast ·

2023/03/28

Jacob tackles the historic protests in Israel head-on and offers a sober take on the future of the Jewish state. --CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter:

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53:05

Is Turkey Still a Democracy? (Fixed Audio)

The Jacob Shapiro Podcast ·

2023/03/27

The answer might surprise you. Emre Dogru joins the show for the first time to discuss the economic and political impact of February’s tragic earthquake before turning to Turkey’s upcoming presidential and parliamentary elections and why he remains relatively optimistic about Turkish resilience in the long-term. Emre and Jacob close by discussing what might really change from a policy perspective no matter who wins the elections and prospects for investing going forward.--Timestamps:(0:00) -

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01:07:57

Inflation’s Much Exaggerated Demise + The Power of...

The Jacob Shapiro Podcast ·

2023/03/24

It has been a deceptively quiet week in markets and geopolitics. Rob and Jacob give you the sober update you need on the SVB crisis and why they are more worried about other things, like corporate debt and a private equity bubble. From there, they tackle the big China-Russia meeting this week and engage in a wide-ranging conversation about whether China has “soft power” and whether China’s future is necessarily authoritarian. --Timestamps:(0:00) - Intro(2:11) - Market Update(14:48) – How to think

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54:31

What is GPT, Why Should I Care? + The Future of...

The Jacob Shapiro Podcast ·

2023/03/20

Futurist and friend Garry Golden joins the podcast for a repeat appearance with an eye on how fundamental changes in technology will shape the coming decades. This is a conversation with a wide angle lens and a very long-term horizon: Jacob and Garry explore the future of energy (and debate biofuels v. hydrogen), discuss the current state of play in crypto and what the future holds for blockchain, before turning to a very introductory discussion of generative artificial intelligence and why Jacob

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55:39

Spotting the Next SVB - 2024 and Beyond

The Jacob Shapiro Podcast ·

2023/03/17

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 Silicon Valley Bank stories of 2024 and beyond. They close with some thoughts on whether SVB will have any contagion in Europe before making a defense of deep

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01:02:00

Genuine Partnership or PR Blitz? - The Normalization...

The Jacob Shapiro Podcast ·

2023/03/15

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 see the deal, including Israel, Turkey, and India. After a brief dive into the evolution of the Saudi nation state, they close with thoughts on Kamran’s

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46:13

Egypt Shouldn't Be Doing Well... But It Is?

The Jacob Shapiro Podcast ·

2023/03/10

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 probably didn’t pay attention to – the rapprochement in South Korea-Japan relations.--Timestamps:(0:00) - Intro (2:48) - Market update(16:20) -

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33:23

Crosspost: How does the Russia-Ukraine war end?...

The Jacob Shapiro Podcast ·

2023/03/06

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 here: https://www.realagriculture.com/2023/02/how-does-the-russia-ukraine-war-end-on-china-the-west-and-the-fog-of-war-with-jacob-shapiro/--CI LinkedIn:

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01:03:48

Long Wheat, Short Soy

The Jacob Shapiro Podcast ·

2023/03/03

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 recent positions (long wheat, short soybeans) in CI’s Macro strategy, before closing with some thoughts on the future of Mexican

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01:04:26

Debating China’s Rise

The Jacob Shapiro Podcast ·

2023/02/27

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 discuss the critical role of Europe in the U.S.-China bilateral and before honing in on specific ways listeners can make use of these conflicting (sort

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01:04:04

Inflation Expectations

The Jacob Shapiro Podcast ·

2023/02/24

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 anniversary of Russia’s war with Ukraine – and why time is not on the side of the latter – before closing with some thoughts on a geopolitical shift in

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46:24

Measuring the Apex of Modern Industrial Society

The Jacob Shapiro Podcast ·

2023/02/17

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. They'll revisit China’s real estate crisis, offer thoughts on Pakistan and India’s divergent policy directions, and speculate on the future of EVs

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59:35

Cousin Marko: Balloons, Ukraine, and Kyrie Irving

The Jacob Shapiro Podcast ·

2023/02/15

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) - Introduction(1:14) - U.S. coalition against China(13:14) – Ukraine War(34:14) – Multipolarity(42:30) – India(52:11) – Kyrie Irving--Marko's LinkedIn:

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01:00:02

The Next 12 Months of War in Ukraine

The Jacob Shapiro Podcast ·

2023/02/13

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 Nordstream pipeline, and try to figure out whether or not Ukraine will be receiving some fighter jets to move into offensive mode. Tune in to learn

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01:04:42

Human Capital

The Jacob Shapiro Podcast ·

2023/02/10

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 human capital from a variety of angles, starting with the a breakdown of the concept and the issues that threaten to slow down the US economy. They proceed

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15:21

China's Balloon Boondoggle

The Jacob Shapiro Podcast ·

2023/02/07

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.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--Cognitive Investments is an

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58:56

What is Nuclear Fusion and Why Does It Matter So Much

The Jacob Shapiro Podcast ·

2023/02/06

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 fusion – what it is, why it is important, and how soon it might be till it matters in our own lives?--Timestamps:(0:00) - Intro(4:00) - What is nuclear

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52:23

Asynchronous Waves

The Jacob Shapiro Podcast ·

2023/02/03

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, India is starting to align with the US more deeply across supply chains and mutual beneficial agreements - leading Jacob to ask some serious questions about

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01:02:47

US-China Relations with David Firestein

The Jacob Shapiro Podcast ·

2023/01/30

Jacob is joined by David Firetsein, inaugural president and CEO of the George H. W. Bush Foundation for U.S.-China Relations. They discuss David’s professional background and the work of the foundation before diving into trust in the U.S.-China relationship and prospects for the bilateral in the year ahead.--Timestamps:(0:00) - Introduction(2:40) – David’s background(10:00) – George H.W. Bush Foundation for U.S. China Relations(21:27) – Trust in the U.S.-China Relationship(45:34) – The year ahead in

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321 results

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