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The Jacob Shapiro Podcast
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

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Episodes

#247 - Syria

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

16 Dec 2024 · 58 minutes
#246 - Government Collapse Week

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

13 Dec 2024 · 56 minutes
#245 - Bully Capitalism

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

15 Nov 2024 · 1 hour, 1 minute
#244 - Japan is Waking

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

11 Nov 2024 · 48 minutes
#243 - Trump's Triumph: What the Election Means for America and the World

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

08 Nov 2024 · 1 hour, 8 minutes
Four More Years: Trump 2.0 and What Comes Next

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

07 Nov 2024 · 2 hours, 21 minutes
#242 - Gold, Migration, and Cocaine

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

03 Nov 2024 · 56 minutes
#241 - U.S. Election 2024 Preview

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

01 Nov 2024 · 57 minutes
#240 - The Illusion of Moral Decline

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

22 Oct 2024 · 43 minutes
#239 - Introducing Club CI

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

18 Oct 2024 · 59 minutes
#238 - The Future of the Middle East: Reflections on a Year of Conflict

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

11 Oct 2024 · 1 hour, 1 minute
#237 - Fires, Strikes and Brazilian Success

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

04 Oct 2024 · 56 minutes
#236 - Iran’s Strategic Loneliness

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

02 Oct 2024 · 49 minutes
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko

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

01 Oct 2024 · 1 hour, 48 minutes
#234 - Alberto Fujimori, 1938-2024

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

30 Sep 2024 · 1 hour, 6 minutes
#233 - Bladerunner 2024 and China Stimulus

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

27 Sep 2024 · 59 minutes
#232 - Why Simplify When You Can Complicate?

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

23 Sep 2024 · 1 hour, 11 minutes
#231 - Paging Hezbollah

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

20 Sep 2024 · 1 hour, 2 minutes
#230 - Microgeopolitics of Fargo and Brazil v. X

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

07 Sep 2024 · 50 minutes
#229 - Understanding WHO's Mpox Declaration

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

04 Sep 2024 · 53 minutes
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine

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

28 Aug 2024 · 34 minutes
#227 - The Tactical Objectives of Ukraine's Offensive Push

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

23 Aug 2024 · 45 minutes
#226 - Monkeypox and AI

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

16 Aug 2024 · 51 minutes
#225 - Great Power Network Competition and Bitcoin (and Aliens)

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

12 Aug 2024 · 58 minutes
#224 - Sober Liquidity

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

09 Aug 2024 · 55 minutes
#223 - Economic Possibilities for our Grandchildren (An Update)

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

02 Aug 2024 · 58 minutes
#222 - Maduro and Venezuela

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

01 Aug 2024 · 1 hour,
#221 - There IS A World Outside The U.S. Election (I Promise)

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

26 Jul 2024 · 54 minutes
#220 - The Trump Assassination Attempt

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

19 Jul 2024 · 1 hour, 14 minutes
#219 - How The Crusades Created Trusts as We Know Them

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

15 Jul 2024 · 1 hour,
The Jacob Shapiro Podcast
#224 - Sober Liquidity
The Jacob Shapiro Podcast
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Listen now on

Apple Podcasts
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Description

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