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