If you want to donate to Sanaa’s GoFundMe, here is the link: https://www.gofundme.com/f/help-the-kamal-family-escape-gazaJacob welcomes Sanaa Kamal, a Gaza-based Palestinian journalist... more

Jacob and Rob return for a weekly chat about South Korea’s economy and challenges posed by the Asian economic model.... more

Jacob welcomes Dee Smith on the podcast. Dee and Jacob have had several conversation on Real Vision, but Jacob wanted... more

It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep... more

 Yaroslav Trofimov, chief foreign-affairs correspondent at The Wall Street Journal, takes time out of his busy travel schedule to join... more

Iran launched a bunch of missiles and drones. What next?-- CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter:... more

Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also... more

Rob and Jacob are back at it. They discuss the earthquake in Taiwan and why they are skeptical of Taiwan’s... more

Jacob welcomes James Meadway, former British treasury official and current economist at The Progressive Economy Forum on for a cross-posted... more

Jacob has been growing increasingly more concerned about Ukraine, so he starts his bottom-up analytical review of the war and... more

Buckle your seatbelts – this episode is going to take you on a ride. Matt Pines rejoins the show to... more

Jacob and Rob are pressed for time, but they squeeze in a quick podcast between meetings to discuss the big... more

Jacob welcomes Kevin Evans to discuss Indonesia – Kevin’s experience in the country over the last three decades, the recent... more

Jacob and Rob are back at it for a marathon episode featuring your favorite segment, microgeopolitics, and extended discussion about... more

Professor Gary Saul Morson of Northwestern University joins the podcast to discuss his recent article in The New York Review... more

Jacob is on the road, Rob is on vacation…and still they bring the analytical firepower to you each week! They... more

Jacob welcomes Matt Gertken, Chief Geopolitical Strategist at BCA research, onto the show. They reflect on their careers at Stratfor... more

Jacob is in a spicy mood, coming to you live from Pleasant Prairie WI. He and Rob do another round... more

Jacob welcomes Rodger back onto the podcast to talk about North Korea’s recent decision to call South Korea by its... more

Jacob hits the road and brings perspectives on geopolitics and markets from the point of view of Eau Claire WI,... more

Jacob and Rob take a victory lap on higher-than-expected U.S. inflation. They tackle a listener-submitted question about where Chinese deflation... more

Rob is busy trying to get French citizenship, so favorite-guest Chase Taylor from Pinecone Macro joins the podcast to talk... more

Caroline Eaton Tracey joins the podcast to offer a thoughtful perspective on the Rio Grande River based on her recent... more

Better late than never! Jacob was on the road this week so instead of recording on Thursday they had to... more

Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which... more

Jacob welcomes weather expert Daryl Ritchison back on the podcast to discuss his 2023 hits and misses, his 2024 outlook,... more

Jacob and Rob power through a difficult week to offer insights on how Chinese industrial policy is shaping the world.... more

Crosspost with Sean Hanney's Frontlines from RealAgriculture!Up for discussion in this episode:Skirmish in the Red Sea — the U.S. is... more

Jacob and Rob tackle conflicting narratives about oil prices before diving deep into geopolitical and market issues in China and... more

Sim returns to the podcast to talk about the successes and failures of Ukraine’s military forces and what the future... more

Jacob and Rob take a deeper look at a recent World Bank study that purports to show how countries can... more

Ben Shepherd joins Jacob to talk about the Democratic Republic of Congo. Ben urges listeners to think and look beyond... more

Smoke rises from the Red Sea. The hour grows late and Rob calls Jacob seeking his counsel. For that is... more

Jacob returns with a few thoughts about family, love, and geopolitics.--Cognitive Investments is an investment advisory firm, founded in 2019... more

Last week of reruns! Jacob Shapiro will be back next week with a full update on his situation and what... more

Rodger Baker and Jacob Shapiro sit down for a discussion about the art and science of doing good geopolitics. Rodger... more

Today we have a classic Perch Pod episode with Phil Kelly. Phil’s a Professor at Emporia State University. He is... more

Rachel Ziemba makes her debut on the podcast to discuss what you missed at APEC while everyone was focused on... more

Jacob pops onto Emre Doğru's Youtube show, Strategy Floor to discuss how Israeli intelligence failed to predict the Hama,s attack,... more

Jacob Shapiro fires up the hot-take factory to give you some fresh, piping-hot analysis of Javier Milei’s surprise landslide victory... more

Jacob welcomes Paul Triolo onto the podcast for a nuanced treatment of the relationship between geopolitics and technology – in... more

Jacob and Rob gather for a chat about the big Xi-Biden meeting on the sidelines of APEC and what it... more

Jacek and Jacob brave illness to reunite on the podcast. Jacek offers a gloomy perspective on the Russia-Ukraine war, an... more

Jacob is on the road and Rob is fresh off earnings season but that doesn’t stop them from churning out... more

Come for Hafsa Halawa’s deep insight on the Israeli-Palestinian conflict from a regional point of view. Stay for her insight... more

Professor Helen Thompson of Cambridge University joins the podcast to talk about her recent book. She traces three histories –... more

Jacob and Rob break down the Jerome's latest Fed announcement, inventory and manufacturing cycles, China's interesting new approach to semiconductors,... more

Jacob welcomes Elohim and Ignacio back on the podcast for a much more upbeat discussion about Argentina’s future in light... more

Jacob and Rob offer thoughts about U.S. macro out-performance and some concerning signals coming out of Europe. From there, they... more

Jacob and Rob get introspective and take a step back from the day-to-day grind of the newsflow recently to talk... more

Jacob welcomes Emre Dogru back on to the podcast to discuss Turkey’s view of the violence happening in the Middle... more

Jacob welcomes Eugene Chausovsky, former Stratfor alum and now Senior Director at Newlines Institute, to discuss all things post-soviet: wtf... more

On today's Intrigue Outloud, Ethan is joined by Intrigue co-founder John Fowler and Jacob Shapiro, Partner and Director of Geopolitical... more

Jacob and Rob join forces to catch you up on all the important geopolitical and market developments that the Israel-Palestine... more

Jacob welcomes Kamran Bokhari back to the podcast to discuss the Israeli-Palestinian war. They explore regional considerations, Iran’s role and... more

Jacob welcomes Israeli geopolitical analyst Nitzan David Fuchs to offer an Israeli perspective on the terrible events of the past... more

Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing... more

Jacob is in the middle of Mississippi without his fancy microphone, but that doesn’t stop him from recording a reaction... more

Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in... more

Jacob Shapiro and Shaun Haney unpack the India-Canada diplomatic nightmare of the last few weeks and how the Ukraine/Russia war... more

Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses.... more

Jacob welcomes Daniel Stelter to the podcast to begin his research process into the future of the German economy with... more

Jacob continues to fight through a cold to bring you the geopolitical content you know and love. His weekly chat... more

Jacob and Rob reunite to discuss developments in geopolitics and markets. They talk about environmental policies and their discontents, explore... more

Jacob welcomes Dr. Robert Funk onto the podcast to discuss how Chile has changed over the last 50 years, and... more

Jacob welcomes Ryan Bohl back onto the podcast to discuss their respective deep-dive reports into Turkey’s geopolitics. They go back... more

Jacob welcomes Professor Stephen Nagy onto the podcast to talk about Japan’s internal contradictions, its influential foreign policy, and the... more

Jacob and Rob take a step back from the day-to-day grind of the news flow to talk about how they... more

Jacob welcomes back Elohim Monard to the podcast – who brings with him fellow Latin America expert Igancio Asis. They... more

Jacob fires up the hot-take machine to confront the news about Prigozhin’s death head on, before doing a brief tour... more

Jacob Shapiro welcomes Myles Stapelberg, a member of CI’s Innovation Advisory Board, back onto the podcast to discuss the news... more

Jacob takes to the mic alone to update you on the latest geopolitical developments in the world while Rob, Cousin... more

Jacob is featured on RealAg Radio with Shaun Haney! They'll dig into China’s economic and social standing and what Russia... more

Chase pinch hits for Rob in CI’s weekly update with Jacob. Chase offers a sober take on inflation, before Jacob... more

Sim Tack rejoins the podcast to pick up where he and Jacob left off a month ago: about the deteriorating... more

Paul Melly joins the podcast for the first time to offer some much-needed insightful analysis on the developing political situation... more

Jacob welcomes Matt Pines back onto the podcast to follow through on his promise to have a serious and rigorous... more

Jacob and Rob are back at it for a weekly chat. They discuss disturbing news out of China that supports... more

Jacob welcomes back Tomás Villalón Jr onto the Cognitive Dissidents Podcast. They deliver insights on what elements are truly rare... more

Jacob Shapiro is rejoined by Daryl Ritchison for a reality check on the importance of El Nino in the larger... more

Jacob and Rob catch up on Rob’s trip to Ireland this week and why it might presage new migration issues... more

Jacob offers some thoughts on Russia’s decision to withdraw from the Black Sea Grain Initiative and analysis on Russia’s threats... more

Jacob and Rob briefly analyze the latest inflation data from the U.S. before exploring major geopolitical news (Turkey’s about face... more

Sim Tack rejoins the podcast to discuss current developments in Ukraine’s counteroffensive. He and Jacob discuss theories on wtf is... more

No guests this week – Jacob takes a step back to talk about the most important geopolitical development of the... more

Rob and Jacob talk about why U.S. economic data continues to surprise to the upside and what it portends for... more

Peter Mayer rejoins the podcast to discuss the recent deal between California, Nevada, and Arizona to reduce their water usage... more

Jacob welcomes Chase Taylor, the wizard behind Pinecone Macro Research, back to the podcast to discuss why he thinks a... more

Jacob and Cousin Marko try to make sense of what just happened in Russia over the last 36 hours…and what... more

Jacob Shapiro hops on the mic for an emergency episode to discuss WTF is happening in Russia. Yevgeny Prigozhin, leader... more