Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. --Timestamps:(00:00) - Intro(05:30) -... more

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some... more

Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They... more

While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything... more

Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and... more

Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode,... more

Description (replace me)--Timestamps:00:01 - Intro01:14 - Understanding Crime in Latin America08:30 - Case Study: Guatemala and Its Challenges19:48 - Emerging... more

The U.S. election next week. Even those of us that hate following this have no choice but to bite the... more

Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature... more

Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they... more

Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7,... more

Rob and Jacob take a step back from a crazy week to talk about some of the other stories that... more

Jacob welcomes Hamidreza Azizi, Visiting Fellow at German Institute for International and Security Affairs, onto the podcast for a special... more

Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to... more

Elo returns to the podcast to give his thoughts about Alberto Fujimori, Peru’s former dictator President. He was Bukele before... more

Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week:... more

Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might... more

Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and... more

Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the... more

Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal... more

John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National... more

Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s... more

Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk... more

Matthew Pines rejoins the podcast to talk about the virtue of Bitcoin as a part of U.S. national security policy.... more

Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of... more

Jacob and Rob talk briefly about emerging markets and a return to orthodox economic policies in places like Ethiopia, Nigeria,... more

Jacob welcomes Elohim Monard back to the podcast for an emergency conversation about the deteriorating situation in Venezuela. While they... more

Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the... more

Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and... more

Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring,... more

Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get... more

Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and... more

Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob... more

Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in... more

Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on... more

Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America.... more

Jacob welcomes Shane McLorrain on the podcast to talk about French President Emmanuel Macron’s election gambit – and how it... more

Referenced in the Show:https://cognitivedissidents.org/--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--Cognitive Investments is an investment advisory firm,... more

Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential... more

Jacob and Rob tackle a subject they’ve been avoiding due to its massiveness and ubiquity: Artificial Intelligence. They also do... more

Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners,... more

Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale... more

Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy... more

Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and... more

Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged,... more

Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s... more

Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically”... more

Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the... more

What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about... more

Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of... more

Rob is stuck in earnings hell, so you are treated to the dulcet tones of Jacob’s bass voice solo today.... more

Jacob and Rob are back at it for their weekly chat. They talk about the latest rumor that the Chinese... more

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