The Jacob Shapiro Podcast

Cognitive Investments

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! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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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.

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

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

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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.

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

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

#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.

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

Referenced in the Show:

Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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

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 :)

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

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).

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 :)

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

Referenced In The Show:

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.

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

Referenced in the Show:

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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.

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

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

Referenced In The Show:

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.

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

Referenced in the Show:

Link to application for Club CI: https://bit.ly/club-ci

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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.

Timestamps:

(00:00) – Microgeopolitics: Bogota edition

(13:37) – Artificial Intelligence

(59:03) – France

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

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.

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

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