सर्वश्रेष्ठ Jacob Shapiro पॉडकास्टस (2024)

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#247 - Syria 58:59

10d ago58:59

58:59

Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. -- Timestamps: (00:00) - Intro (05:30) - Who are the Syrian rebels (17:10) – Turkey + Qatar (27:20) – Kurds (37:40) – Iran and the Houthis (43:44) – Saudis, Jordan, Egypt (50:55) - The death of Islamism -- Kamran Bokhari - https://newlinesinstitute.or…

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#246 - Government Collapse Week 56:39

13d ago56:39

56:39

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal). -- Timestamps: (00:00) - Intro (01:01) – CI Club (05:30) – US and Global Markets (26:33) - France and Europe (35:30…

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#245 - Bully Capitalism 1:01:31

1M ago1:01:31

1:01:31

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. --…

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#244 - Japan is Waking 48:13

2M ago48:13

48:13

While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything we’ve known about Japanese politics since 2009. To understand what has changed and what is at stake, Jacob is joined by Japan expert Tobias Harris – they chat about changes in Japan and why underestimating Japan is a bad idea. …

1
#243 - Trump's Triumph: What the Election Means for America and the World 1:08:03

2M ago1:08:03

1:08:03

Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting …

1
Four More Years: Trump 2.0 and What Comes Next 2:21:24

2M ago2:21:24

2:21:24

Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode, they discuss what happened in the election, what Trump’s agenda will mean for the economy and markets, how to understand the geopolitical impact…and what his victory might mean for the future of the United States. -- Timestamps: 00:00 - Intro 01:17– Reali…

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#242 - Gold, Migration, and Cocaine 56:25

2M ago56:25

56:25

Description (replace me) -- Timestamps: 00:01 - Intro 01:14 - Understanding Crime in Latin America 08:30 - Case Study: Guatemala and Its Challenges 19:48 - Emerging Trends in Drug Trafficking 22:54 - The Narco State Concept Explained 31:24 - The Situation in Mexico: Democracy at Risk 44:02 - El Salvador's Authoritarian Shift 45:52 - Peru's Politica…

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#241 - U.S. Election 2024 Preview 57:54

2M ago57:54

57:54

The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House. -- Timestamps: 00…

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#240 - The Illusion of Moral Decline 43:17

2M ago43:17

43:17

Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature to assume that the world is always getting worse. This is that rare bit of content that is entirely optimistic – it invites you to consider that our perception of the world is grounded not in what is actually happening in the world but i…

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#239 - Introducing Club CI 59:01

2M ago59:01

59:01

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 the…

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#238 - The Future of the Middle East: Reflections on a Year of Conflict 1:01:53

3M ago1:01:53

1:01:53

Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and Chile, before turning to more traditional topics like the U.S. economy. They close with a few bright spots…and a dumpster fire in Pakistan. -- Timesta…

1
#237 - Fires, Strikes and Brazilian Success 56:11

3M ago56:11

56:11

Rob and Jacob take a step back from a crazy week to talk about some of the other stories that have been outshone by the explodey events of the week: port strikes in the U.S., the pitfalls of protectionism, Brazilian success, insurance markets, and more. The podcast delves into the significant labor unrest currently affecting ports on the Gulf and E…

1
#236 - Iran’s Strategic Loneliness 49:45

3M ago49:45

49:45

Jacob welcomes Hamidreza Azizi, Visiting Fellow at German Institute for International and Security Affairs, onto the podcast for a special episode on the escalation of fighting between Iran and Israel. This podcast episode delves into the complex and precarious situation faced by Iran amidst escalating regional tensions and internal political strif…

1
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko 1:48:00

3M ago1:48:00

1:48:00

Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to bomb Israel and what it does (and doesn’t) mean for the Middle East, whether China’s stimulus is real, and what’s next for the Russia-Ukraine war. They also explore Trump v Harris victory scenarios…and close out with the best NBA analysi…

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#234 - Alberto Fujimori, 1938-2024 1:06:10

3M ago1:06:10

1:06:10

Elo returns to the podcast to give his thoughts about Alberto Fujimori, Peru’s former dictator President. He was Bukele before there was Bukele, Milei before there was Milei, even Chavez before there was Chavez. His rise and fall tells us so much about the history of Latin American geopolitics – and points to a melancholic not-so-shining path forwa…

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#233 - Bladerunner 2024 and China Stimulus 59:35

3M ago59:35

59:35

Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week: Chinese economic stimulus. They give the bull and bear case for China’s moves to stimulate the economy. Also, the geopolitics of noodles. -- Timestamps: (00:00) - Intro (01:00) - Microgeopolitics of LA 28:00 – Ports, France, and Brazil 30:…

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#232 - Why Simplify When You Can Complicate? 1:11:10

3M ago1:11:10

1:11:10

Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil. -- Timestamps: (00:00) - Intro (01:22) - Paulo’s view (13:05) – US elections (19:32) – Oil (33:08)– China (41:20) – Grains (51:10) – Brazil -- Referenced in the Show: Link to Paulo’s Substack: htt…

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#231 - Paging Hezbollah 1:02:39

3M ago1:02:39

1:02:39

Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and Mexico’s judicial reforms. The overall theme of the podcast, despite a general overtone of paranoid dystopianism from the week’s events, is the slow and steady breaking of rules and norms in so many aspects of global politics…

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#230 - Microgeopolitics of Fargo and Brazil v. X 50:30

4M ago50:30

50:30

Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the faceoff between Elon Musk and Brazil. -- Timestamps: (00:00) - Intro (00:40) – Fargo (19:50) – Briancon (30:00) – Brazil vs X -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobSha…

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#229 - Understanding WHO's Mpox Declaration 53:25

4M ago53:25

53:25

Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal frameworks that apply including WHO’s emergency declaration, how they are being applied, and how they are/should be reformed. -- Timestamps: (00:00) - Intro (01:30) - Mpox emergency declaration (06:30) - Needs v. realities (12:56)…

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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine 34:38

4M ago34:38

34:38

John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on …

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#227 - The Tactical Objectives of Ukraine's Offensive Push 45:10

4M ago45:10

45:10

Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivation…

1
#226 - Monkeypox and AI 51:03

4M ago51:03

51:03

Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk about whether comparisons to previous bubbles in rail and telecoms are good models for thinking about it going forward. -- Timestamps: (00:00) - Intro (01:39) – Nordstream sabotage (04:16) – Monkeypox (11:00) – Governmen…

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#225 - Great Power Network Competition and Bitcoin (and Aliens) 58:32

5M ago58:32

58:32

Matthew Pines rejoins the podcast to talk about the virtue of Bitcoin as a part of U.S. national security policy. Come for the philosophical discussion on Bitcoin and the role of the U.S. dollar – stay for Matt’s updates on aliens at the end. -- Timestamps: (00:00) - Intro (03:00) - Bitcoin (12:55) – Philosophical considerations (27:05) – Rails / a…

1
#224 - Sober Liquidity 55:30

5M ago55:30

55:30

Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics. -- Timestamps: (00:00) - Intro (00:41) - Market Madness: A Week of Financial Turbule…

पॉडकास्ट सुनने लायक

Jacob Shapiro पॉडकास्टस

पॉडकास्ट सुनने लायक

1
The Jacob Shapiro Podcast

Cognitive Investments

1
The Perch Pod with Jacob Shapiro

Perch Perspectives LLC

1
#247 - Syria 58:59

1
#246 - Government Collapse Week 56:39

1
#245 - Bully Capitalism 1:01:31

1
#244 - Japan is Waking 48:13

1
#243 - Trump's Triumph: What the Election Means for America and the World 1:08:03

1
Four More Years: Trump 2.0 and What Comes Next 2:21:24

1
#242 - Gold, Migration, and Cocaine 56:25

1
#241 - U.S. Election 2024 Preview 57:54

1
#240 - The Illusion of Moral Decline 43:17

1
#239 - Introducing Club CI 59:01

1
#238 - The Future of the Middle East: Reflections on a Year of Conflict 1:01:53

1
#237 - Fires, Strikes and Brazilian Success 56:11

1
#236 - Iran’s Strategic Loneliness 49:45

1
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko 1:48:00

1
#234 - Alberto Fujimori, 1938-2024 1:06:10

1
#233 - Bladerunner 2024 and China Stimulus 59:35

1
#232 - Why Simplify When You Can Complicate? 1:11:10

1
#231 - Paging Hezbollah 1:02:39

1
#230 - Microgeopolitics of Fargo and Brazil v. X 50:30

1
#229 - Understanding WHO's Mpox Declaration 53:25

1
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine 34:38

1
#227 - The Tactical Objectives of Ukraine's Offensive Push 45:10

1
#226 - Monkeypox and AI 51:03

1
#225 - Great Power Network Competition and Bitcoin (and Aliens) 58:32

1
#224 - Sober Liquidity 55:30

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