The Jacob Shapiro Podcast

Jacob Shapiro
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The Jacob Shapiro Podcast

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! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

  1. -2 ДН. · БОНУСНЫЙ КОНТЕНТ

    Did the US Just Abandon Ukraine?

    In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's position, the viability of continued U.S. support, and the shifting dynamics in global geopolitics. Watch the full clip of the meeting below-> Full link: https://www.youtube.com/watch?v=kEOv4x_FIsc -- Timestamps: (00:00) - Intro (00:42) - Setting the Scene and Marko's Take (08:19) - Historical Context and Jacob's Take (17:04) - Will Russia Turn? (26:38) - Europe's Future in the Balance (29:22) - Does it Matter if Trump Abandons Europe?  (34:48) - NATO's Purpose and American Interests (37:06) - Germany's Military History and Current Perception (41:45) - The Multipolar World and American Primacy (Trump and Obama) (50:45) - Zelensky's Leadership and Ukraine's Future -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    1 ч. 2 мин.

  2. -4 ДН.

    Mr. Market Is Not Happy

    Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China, Germany, and Europe than others, and warn about signals that suggest President Trump’s honeymoon economy period is nearing its end. -- Timestamps: (00:00) - Intro (01:15) – Checking in on Mr. Market (12:11) – International Market Over-performance (13:11) – Germany and the Future (22:03) - ...What about the European Union? (23:03) - The EU and India (26:21) - China and the Taiwan Question 35:14-end – China, Taiwan etc. -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    35 мин.

  3. 25 ФЕВР.

    Trade Wars are Metal Wars

    Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in a deglobalizing world where demand for materials has literally never been more intense. -- Timestamps: (00:00) – Intro (05:25) – Government priorities (11:12) – China and critical minerals (21:32) – Economics of mineral refining (31:27)– Social license to operate (38:19) – Feasibility of climate friendly goals (43:34) – Aluminum and REE case studies (52:35) – Food for thought -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    57 мин.

  4. 21 ФЕВР.

    Perceived Concessions

    Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the Middle East. -- Timestamps: (00:00) - Intro (01:30) – Gravity of the moment (12:30) – Will Russia invade the Baltics? (19:10) – Turkey & the Black Sea (33:00) – Germany (40:25) – China (50:38) – Iran and the Middle East -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    1 ч. 1 мин.

  5. 18 ФЕВР.

    Stop Waiting To Live a Good Life

    Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and protect their time. Narath explains some of the science and context around informatics, human flourishing, and deep success. Rob and Jacob share some of their successes and failures in working with Narath. The group closes by talking about how to protect time in a world that seems determined to steal it from us. -- Timestamps: (00:00) – Intro (03:04) - Narath (15:36) – Geography of wellness (28:18) – Informatics and human flourishing (48:28) – Making goals (01:00:04) – Rob and Jacob share experiences (01:18:43) – How to stay positive -- Referenced in the Show: Link to MakeTimeFlow: https://www.maketimeflow.com/about/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    1 ч. 31 мин.

  6. 14 ФЕВР.

    USAID's Demise: What It Means for Global Power and U.S. Influence

    A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential ramifications of this dismantling on U.S. global influence and strategic interests. -- Timestamps: (00:00) - Intro (02:32) - The Origins and Controversies of USAID (05:39) - The Founding Principles of USAID (11:20) - Altruism by Un-Design (24:08) - The Future of Foreign Aid: The End of USAID (28:46) - The Impact of USAID on Global Health and Migration (37:46) - Analysis of Foreign Aid's Long-Term Impact (45:03) - The Impact of USAID Dismantlement (49:23) - The Impact of Direct Aid: A Personal Story -- Referenced in the Show: Lewis Lucke episode link: https://getpodcast.com/dk/podcast/covid19-a-fresh-look/44-ambassador-lewis-lucke_b67e81e8a5 -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    54 мин.

  7. 11 ФЕВР.

    #256 - And Now, The Weather

    Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific Decadal Oscillation (PDO), and finish on weather conditions in Europe and India. -- Timestamps: (00:00) - Intro (01:00) - Snow in the gulf (5:30) – Weak La Nina (11:20) – US Forecast 2025 (18:40) - Negative Pacific Decadal Oscillation, South America (26:00) – Europe (31:05) – India (33:50) – Drought -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    41 мин.

  8. 7 ФЕВР.

    #255 - Strategic Ketchup Reserve

    -- Timestamps: (00:07) - Intro (00:30) - Monetize the asset side of the balance sheet (17:18) - Bitcoin (25:00) - Debt (32:17) - Macro looks at England, India, Brazil, China (41:40) - Indonesia's Future: Opportunities and Risks (53:42) - Gaza and Analyzing Trump's Negotiation Strategy -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe to the Newsletter: bit.ly/weekly-sitrep -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

    1 ч. 3 мин.
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Об этом подкасте

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! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Информация

  • Автор
    Jacob Shapiro
  • Годы выхода
    2022 - 2025
  • Выпуски
    263
  • Ограничения
    С ненормативной лексикой
  • Авторские права
    © Copyright 2025 Jacob Shapiro
  • Сайт подкаста
    The Jacob Shapiro Podcast

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