The Jacob Shapiro Podcast
Cognitive Investments
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Top 10 The Jacob Shapiro Podcast Episodes
Goodpods has curated a list of the 10 best The Jacob Shapiro Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Jacob Shapiro Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Jacob Shapiro Podcast episode by adding your comments to the episode page.
Friction
The Jacob Shapiro Podcast
01/26/24 • 58 min
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 it might say about energy prices toward the end of the decade.
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Timestamps:
(00:00) - Intro
(02:45) - Semiconductors
(13:05) - How the government assesses risk
(27:19) – EVs
(41:02) – Energy/Batteries/Solar
(45:00) - Chinese capital controls and the Chinese stock market
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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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).
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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
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Peru Crisis + The Many Lefts of Latin America
The Jacob Shapiro Podcast
01/27/23 • 63 min
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 they are doing – and how the fate of the region may ultimately be in Brazil and Mexico’s hands.
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Timestamps:
1:30-28:00 – Peru
28:00-39:00 – Brazil
39:00-45:10 – Colombia
45:10-51:46 – Chile
51:46-end – Mexico/Argentina
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340
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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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
#207 - Dmitri Alperovitch: World on the Brink
The Jacob Shapiro Podcast
06/04/24 • 51 min
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.
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Timestamps:
(00:00) - Intro
(1:30) – Taiwan as Berlin
(17:10) – Taiwanese independence
(29:23) – Xi Jinpin psychoanalysis
(37:00) – US policy towards China
(44:13) – US strategies with China
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Referenced in the Show:
Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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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 (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Understanding Ransomware as a Service (RaaS)
The Jacob Shapiro Podcast
04/17/23 • 66 min
Matt Pines rejoins the podcast to talk cybersecurity basics, including the overlooked importance of non-state actors and how that can affect near-shoring. From there, Matt and Jacob explore what changing technology can mean in a more geopolitical world, especially as it relates to Artificial Intelligence, before talking about aliens. Yup, aliens. Matt is a management consultant at Krebs Stamos and is appearing on the podcast in a strictly personal capacity.
Survey: https://forms.gle/NZs3sAZFoahxzycH6
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Timestamps:
(0:00) - Intro
(2:00) - TikTok and Cybersecurity Basics
(9:00) - Near-shoring Pitfalls
(16:13) - Chinese Hardware Vulnerabilities
(22:40) - Which Countries are Safest from Chinese Ransomware?
(25:13) - New Frontiers for Threat Actors
(31:16) - Everyone is Networked, Everyone is at Risk
(42:06) - Is Privacy a Dead?
(49:08) - Aliens :)
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340
--
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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Economic Storms Ahead - Chase Calls a Recession
The Jacob Shapiro Podcast
06/27/23 • 68 min
Jacob welcomes Chase Taylor, the wizard behind Pinecone Macro Research, back to the podcast to discuss why he thinks a U.S. recession is near (and what indicators to watch for). From there, they explore Japan (bullish!), Nigeria (mixed!) and natural gas (bullish).
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Timestamps:
(00:00) - Introduction
(01:42) - Chase predicts a recession
(12:18) - Financial security and the gender gap
(15:30) - Macro credit
(18:20) - Futures in a recession
(21:00) - Signals and signs
(26:00) - Bullish on Japan
(29:00) - Japanese demographics
(34:00) - The World's Worst Yen Trader
(37:50) - China's role in Japanese markets
(41:05) - Chinese demand-side stimulus
(44:44) – Nigeria's Future
(50:00) - Nigerian Politics
(53:47) - Natural gas
(01:04:00) - Sports :)
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340
--
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).
--
Referenced In The Show:
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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
#239 - Introducing Club CI
The Jacob Shapiro Podcast
10/18/24 • 59 min
Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing... and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen their understanding of geopolitics, technology, and personal growth. This episode dives into the structural changes within Cognitive Investments, highlighting Jacob's new role as head of geopolitical research at the Bespoke Group and Rob's position as CIO. They discuss the importance of creating a supportive environment for sharing knowledge and fostering creativity among members, emphasizing the dual tiers of membership that cater to both established professionals and emerging talents. The conversation also touches on the integration of productivity tools and methods from experts like Nareth Carlisle, aimed at enhancing personal effectiveness and well-being. As they explore the vision behind Club CI, Jacob and Rob invite listeners to consider how they can engage with this evolving community.
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Timestamps:
- 00:00 - Intro
- 00:56 - What is Club CI?
- 03:54 - Transitioning to Bespoke Group
- 09:14 - Building the CI Community
- 10:12 - Understanding Human Capital Trends
- 21:37 - The Vision for Club CI
- 22:09 - The Structure of Club CI
- 29:01 - Member vs. Fellow Tiers Explained
- 55:22 - Closing Thoughts and How to Join
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Referenced in the Show:
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
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 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 (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Immaculate Disinflation
The Jacob Shapiro Podcast
04/07/23 • 56 min
Rob is on vacation this week, but the pod never rests! Chase Taylor of Pinecone Macro Research and Bulwark Capital pinch hits for Rob. Jacob and Chase talk about the latest developments in the U.S. banking sector before turning to commodities, especially oil and gas, to try and figure out where prices may be going in the wake of Saudi Arabia’s surprising production cut earlier this week. They close with some spicy NBA finals predictions.
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Timestamps:
(0:00) - Intro
(1:50) - Banking crisis/Chase’s macro view
(15:43) - Who said something about Oil? You cookin’?
(34:25) - Commodity supercycle
(43:29) – Natural Gas
(51:05) - Basketball
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340
--
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).
--
Referenced In The Show:
--
Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
#245 - Bully Capitalism
The Jacob Shapiro Podcast
11/15/24 • 61 min
Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative comparisons. From there, they turn to China’s (underwhelming) “stimulus” announcement last week, and close with some thoughts on Japan’s recent election.
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Timestamps:
(00:00) - Intro
(01:54) - Global Ice Trade
(03:56) - Scott Besant's Economic Policies
(18:51) - Historical Comparisons and Economic Models
(33:21) - The Facade of Dollar Exchange
(34:11) - El Salvador's Bitcoin Bet
(35:53) - Trump's Cabinet Picks and Policy Clashes
(37:08) - China's Economic Strategies and Stimulus
(48:23) - Japan's Political Landscape
(58:20) - China's Global Investments
(59:39) - Concluding Thoughts on Global Dynamics
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Referenced in the Show:
Link to application for Club CI: https://bit.ly/club-ci
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
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 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 (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
#209 - Let’s Talk About Artificial Intelligence
The Jacob Shapiro Podcast
06/14/24 • 69 min
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 Parliament elections.
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Timestamps:
(00:00) – Microgeopolitics: Bogota edition
(13:37) – Artificial Intelligence
(59:03) – France
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Referenced in the Show:
--
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 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 (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
US-China Relations with David Firestein
The Jacob Shapiro Podcast
01/30/23 • 62 min
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.
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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 U.S.-China relations
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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/
CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340
--
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).
--
Referenced:
Link to David’s recent article: https://link.springer.com/article/10.1007/s42533-022-00117-y
Link to George H. W. Bush Foundation for U.S.-China Relations: https://bushchinafoundation.org/
David’s bio: https://bushchinafoundation.org/people/david-j-firestein/
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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
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FAQ
How many episodes does The Jacob Shapiro Podcast have?
The Jacob Shapiro Podcast currently has 250 episodes available.
What topics does The Jacob Shapiro Podcast cover?
The podcast is about News, News Commentary, Podcasts and Politics.
What is the most popular episode on The Jacob Shapiro Podcast?
The episode title 'Friction' is the most popular.
What is the average episode length on The Jacob Shapiro Podcast?
The average episode length on The Jacob Shapiro Podcast is 55 minutes.
How often are episodes of The Jacob Shapiro Podcast released?
Episodes of The Jacob Shapiro Podcast are typically released every 3 days.
When was the first episode of The Jacob Shapiro Podcast?
The first episode of The Jacob Shapiro Podcast was released on May 2, 2022.
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