Cognitive Dissidents Cognitive Investments
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The Cognitive Dissidents podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events!
Hosted by Jacob Shapiro (and occasionally Rob Larity).
Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
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#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke
Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jacob and Matt have an open and candid conversation about Matt’s background, what Bespoke does, and offer some thoughts about how to think about estate planning, the future of money, and more.
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Timestamps:
(00:00) – Introducing Matt and Bespoke
(13:00) – Estate Planning 101
(25:30) – Iteration
(30:11) – The good life
(43:00) – The future of money and the role of crypto
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Referenced in the Show:
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
#207 - Dmitri Alperovitch: World on the Brink
Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States.
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Timestamps:
(00:00) - Intro
(1:30) – Taiwan as Berlin
(17:10) – Taiwanese independence
(29:23) – Xi Jinpin psychoanalysis
(37:00) – US policy towards China
(44:13) – US strategies with China
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Referenced in the Show:
Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who Claudia Sheinaum is and why she might be better for Mexico than you think. He also identifies the key questions you should be thinking about in terms of the election and Mexican-U.S. relations going forward
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Timestamps:
(00:00) – Intro
(00:08) - Mexico’s Geopolitical Importance
(03:03) - Historical Context of Mexico’s Democracy
(10:22) – Claudia Sheinbaum as AMLO’s Successor
(20:42) - Comparisons and Future Projections
(24:11) - Mexico’s Foreign Policy and US Relations
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Referenced in the Show:
Link to Sheinbaum article: https://www.researchgate.net/profile/Omar-Masera/publication/226764071_Mitigating_Carbon_Emissions_while_Advancing_National_DevelopmentPriorities_The_Case_of_Mexico/links/550c5a0b0cf2ac2905a3db2b/Mitigating-Carbon-Emissions-while-Advancing-National-DevelopmentPriorities-The-Case-of-Mexico.pdf
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
#205 - Akshar Patel: Caste, Hindutva, and India's Elections
Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, and explore Akshar’s idea of Ideologues v. Identitarians in Indian politics. They apply some of these insights to India’s upcoming elections and what is at stake in Modi’s transformation of the country.
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Timestamps:
(00:00) - Intro
(02:30) – The Emissary
(06:30) – Left v right in India
(12:20) – Caste and Religion
(35:05) – Farmers and Soldiers
(43:15) – Ideologues v Identitarians
(48:21) – India’s elections
(01:01:20) – India’s future
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Referenced in the Show:
Link to Akshar’s article: https://theemissary.co/the-million-minorities-theory-of-indian-politics/
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
#204 - Weekly Update: Darth Fed
Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end about why buy&hold might be a strategy of a bygone era.
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Timestamps:
(00:00) - Intro
(01:01) - Markets Check-In
(10:45) – Inflation expectations and why consumers are so mad
(19:14) - Weird wage growth numbers
(25:43) - Fed response
(34:50) – Inflation and markets are out of control + volatility clusters
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death, the implications of the future of Iran, and what a post-Khamenei world might look like.
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Timestamps:
(00:00) - Intro
(01:30) – Khamenei’s successor
(08:40) – Conspiracy theories about Khamenei's death
(14:13) – What happens next?
(25:00) – Weakening of the Supreme Leader
(36:30) – Chances of an Iranian civil war
( 44:42) – Houthis, Gaza, and Jordan
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
Customer Reviews
The most trustworthy news
A very entertaining telling of the most recent events in the world and their connections, with enough skepticism too make you respect the hosts convictions.
Wonderful podcast
Excellent, thoughtful podcast.
A Superlative Podcast
Jacob by himself is amazing! He is energetic, knowledgeable, objective and humorous as he assesses global geopolitics. At the same time, he conveys a sense of humility, as he is not afraid to ask questions, admit when he doesn’t know or change his view. Jacob + Rob is dynamite and has become my favorite weekly podcast. Rob is very yoda-like: thoughtful, deliberate and thought provoking. They complement each other well.