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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

01:03:37

Peru Crisis + The Many Lefts of Latin America

The Jacob Shapiro Podcast ·

2023/01/27

Elohim Monard rejoins the podcast and pinch-hits for Rob’s usually weekly slot to address the ongoing and escalating deterioration of political stability in Peru. Elohim offers insightful perspective about what would happen if Boluarte resigned and shares disturbing allegations of terrorism and Bolivian involvement in the protests that have been circulating in Peru and that may set the stage for a military coup. From there, they take a brief tour of the other major countries of Latin America and how

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50:54

What is the Future of the EU?

The Jacob Shapiro Podcast ·

2023/01/23

Dario Fabbri comes back to the CD pod to talk with Jacob about the future of the European Union, Russia/China, and the political instability rocking Latin America. Italy, Germany, and France are all dealing with the War in Ukraine differently, and their responses will have a ripple effect that moves far beyond the conflict. Is this a pivotal year for the EU? Structural changes to both industry and geopolitical policy are shifting the foundation of Europe into a new paradigm but... What does that

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52:08

Dealing with Uncertainty

The Jacob Shapiro Podcast ·

2023/01/20

Jacob and Rob get a little introspective this week, using developments in China and Vietnam to talk about how to think about the world and the struggle between having too much information and how to make sense of it all. Along the way they discuss uncertainty around the Russia-Ukraine war, the ongoing protests in Peru, and why people are getting the Bank of Japan so wrong.--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter:

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52:28

The Geopolitics of Macro in 2023

The Jacob Shapiro Podcast ·

2023/01/16

Jacob is joined by Alf and Andreas of The Macro Trading Floor to discuss the increasingly intersecting worlds of macro and geopolitics in 2023. Alf and Andreas offer differing perspective about the future of Europe, before turning to questions around how to play China’s re-opening and what the effects of a recession in the U.S. will be on U.S. equity performance.--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter:

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54:08

The Geopolitics of Metals + Shorting the Euro

The Jacob Shapiro Podcast ·

2023/01/13

We're usually pretty bullish on the EU, but this week some interesting data points were released that made us rethink our usual Euro decisions. Jacob and Rob take some time to break down the data behind their decision to short the Euro, then move southwest to Latin America where commodities seem to be ignoring the wild political strife and flying to the moon. Finally, heading over to the Middle East and Asia, R & J tackle Iran's strange outbursts and try to gauge whether India is actually able

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27:35

Analysis: Brazilian Capitol Riots

The Jacob Shapiro Podcast ·

2023/01/09

What led to the Capital Riots on January 8th situation?Is there a significant threat to Democracy inside of Brazil?Will there be significant geopolitical fallout for Brazil's neighbors?What will Brazil's domestic fallout look like?How will this affect global markets or long positions in the Brazilian market?Make sure to check out the Cognitive Dissidents site and services here.The Global Situation Report (CI Newsletter)Cognitive Investments This podcast uses the following third-party services for

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01:09:08

A Deceptively Quiet Start To 2023

The Jacob Shapiro Podcast ·

2023/01/06

2023 has started off with a fairly subdued international news cycle... but the world hasn't stopped turning. So, what's lurking beneath the surface? What are we missing (besides Kevin McCarthy's humiliation at the hands of his own party)?Tune in to hear the latest updates on everything going on outside of our little bubble - across Europe, Asia, Latin America and the food markets!Timestamps:0:00-7:26 – Europe7:26-18:53 – Japan18:53 – 23:06 – China23:06 – 36:15 – Copper36:15 – 50:45 – Soybeans50:45 –

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55:19

A Tumultuous Chinese Future

The Jacob Shapiro Podcast ·

2023/01/02

What does the immediate future of China look like?Is China a threat to the US dominance of markets and military?John Minnich and Jacob Shapiro talk about the future of the PRC, how China and the US stack up against one another in a multi-polar world, China's struggles in the tech industry, and their ever-looming presence in neighboring countries. John Minnich is a PhD candidate in International Relations and Comparative Politics at MITTimestamps:1:40-10:50 – China 202310:50 - 27:10 – Is China a

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48:17

Looking Ahead at 2023

The Jacob Shapiro Podcast ·

2022/12/23

What's coming for 2023? Obviously, we can't predict the future - but we can make some educated guesses about what's to come. Are we moving towards a unipolar, bipolar, or multipolar global system? Global monetary policy is moving in some novel (yet still stale) directions, globalization is evolving as geopolitics shapes international relations, and somehow Russia is still grinding away at Ukraine. Tune in for some interesting surprisesTimestamps:0:00-4:43 – Intro4:43 - 17:26 – The Bank of Japan’s

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58:30

The End of The Iranian Regime

The Jacob Shapiro Podcast ·

2022/12/19

Kamran rejoins the show without much optimism to offer – for Iran, for Pakistan, or for much of the Muslim world. Central Asia, however, might be the silver lining.Timestamps:1:22 - 32:20 – Iran32:20 - 39:10 – Turkey39:10 – 52:40 Islam/Pakistan52:40 – end – Any optimism?Make sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac -

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56:05

What the Heck is Happening in China?

The Jacob Shapiro Podcast ·

2022/12/16

Jacob and Rob discuss the latest developments in geopolitics and markets. They dissect the U.S. inflation print before discussing why the euro is at a critical moment, why no one should be certain about China going into 2023, and some peripheral risks that aren’t being focused on enough. They also discuss Jacob’s savant-level soccer predictions.Timestamps:2:00-12:05 – U.S. Macro12:05-20:10 – Pivotal moment for Europe20:10-40:29 – China is confusing40:14–48:20 – Canary in Southeast Asia48:20-end –

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26:32

A Breakdown of Peru's Failed Coup

The Jacob Shapiro Podcast ·

2022/12/10

Elohim Monard joins Jacob for an emergency podcast to discuss the “dumbest coup attempt in history.” They discuss what happened this week in Peru, why it happened, and what it means for the future. Make sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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01:02:51

The Not-So-Sick Man of the Euro

The Jacob Shapiro Podcast ·

2022/12/09

Rob and Jacob break down false narratives on U.S. macro and on German de-industrialization before taking a trip around the world and looking at key issues in the EU-Hungary conflict, and China’s COVID-19 and real estate problems. They close with some optimism about Japan and ways of thinking about demographics and globalization in a rapidly changing world. Timestamps:1:22 - 10:40 - False Narratives in Macro10:40 - 23:00 - German De-Industrialization23:00 - 36:26 - Hungary's Bad Bets36:26 - 43:00 -

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35:43

Talking Ag and Dairy with Dan Basse

The Jacob Shapiro Podcast ·

2022/12/05

Dan Basse and Jacob sit down in person to talk about the world, markets, and, of course, agriculture!Dan Basse is President of AgResource and a fantastic guest! https://agresource.com/about/Timestamps2:00 – 14:00 – Recapping presentations at PDPW14:00-26:00 – Peak U.S. Farmland/2023 Predictions/Russia-Ukraine24:00 – end: Why people underestimate Brazil + thoughts on MexicoMake sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for

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46:24

Tiananmen 2.0?

The Jacob Shapiro Podcast ·

2022/12/02

Jacob and Rob gather for their weekly chat and discuss the protests in China and what is being missed about them. They then discuss the quietly deteriorating trade relationship between the U.S. and EU before focusing in on developments in Latin America, especially the problems in Mercosur and how Brazil may or may not capitalize.Timestamps1:15-20:15 – China20:15-30:00 – U.S.-EU relations30:00 – end: Latin America + multipolarityMake sure to check out the Cognitive Dissidents site and services

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59:00

A Polish Perspective on War - The Rise of the...

The Jacob Shapiro Podcast ·

2022/11/23

Dr. Jacek Bartosiak is the Chief Executive Officer and Founder of Strategy & Future.Jacob welcomes Jacek back onto Cognitive Dissidents to discuss the Russia-Ukraine war. They discuss several critical issues, including 1) Who fired the missile that landed in Poland and killed 2 people? 2) Will Germany stand up for Ukraine in the long-run? 3) Is the world headed towards a U.S.-China rivalry.Make sure to check out the Cognitive Dissidents site and services here.This podcast uses the following

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55:49

A Global CapEx Supercycle?

The Jacob Shapiro Podcast ·

2022/11/21

Mike Edwards is Deputy CIO at Weiss Multi-Strategy Advisers.Jacob and Mike discuss China headlines briefly before diving into the main topic: whether the Chinese Communist Party can encourage alternatives to property as an investment vehicle in China. From there they touch on Japan briefly before concluding with some bullish thoughts on Europe.Timestamps:1:13-7:33 – China COVID Reopening7:33-15:26 – G-20 Thoughts15:26-32:13 – China’s Property Crisis32:30-38:50 – Japan38:50–end – EuropeMake sure to

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01:03:39

Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?

The Jacob Shapiro Podcast ·

2022/11/18

Jacob and Rob tackle the FTX/Sam Bankman-Fried debacle, before turning to China’s struggles (and whether Xi Jinping is up to them), as well as thoughts on U.S. Fed and ECB monetary policies…with historical allusions back to the interwar period of the 20th century.1:42-27:30 – Crypto/FTX/SBF27:30-45:53 – China45:53-end: The Fed v. the ECB; the U.S. as the UKMake sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis:

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54:46

Predicting the Weather in 2023

The Jacob Shapiro Podcast ·

2022/11/14

Jacob is joined by Daryl Ritchison, Director of the North Dakota Agricultural Weather Network at NDSU, to discuss how the weather will look in the world in the year ahead. They start with some broad thoughts about the pitfalls of predicting the weather, before checking in on the U.S, Canada, Mexico, South America, Europe, and China and what weather has in store in the year ahead.Timestamps:2:10–10:10 – How to think about weather10:10-21:30 – La Nina and Hurricane Season21:30-31:47– Europe31:47-36:41

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55:24

What you missed while the world obsessed over U.S. CPI.

The Jacob Shapiro Podcast ·

2022/11/11

Rob and Jacob briefly address the weaker-than-expected inflation print before attending to developments you might have missed amidst all the U.S. inflation and election news: more economic trouble in China, optimism in Europe and Brazil…and a potential canary in the coal mind at the end of the episode. Timestamps:1:30-6:37 – U.S. Inflation Reaction6:37-24:55 – China/Japan25:00-33:40 – Multipolar Trade933:40-44:10 – Europe44:10–End – Canary in the coal mineMake sure to check out the Cognitive

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321 results

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