218 episodes

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!

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

The Jacob Shapiro Podcast Cognitive Investments

    • News
    • 4.9 • 147 Ratings

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!

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

    #218 - Revolt of the Masses

    #218 - Revolt of the Masses

    Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.
    --
    Timestamps:
    (00:00) -Intro
    (00:39) - Weekly Chat with Rob: Catching Up
    (01:17) - Inflation Discussion: Latest CPI Print
    (03:36) - US Economic Slowdown: Service Sector and Manufacturing
    (06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand
    (14:02) - Misallocation of Resources and Policy Volatility
    (16:27) - US Election Impact on Economic Policies
    (23:12) - Trade Tensions Under Biden vs. Trump
    (24:08) - Populism and Global Political Trends
    (25:44) - The Revolt of the Masses: Historical Context
    (26:48) - Authority Structures and Information Democratization
    (27:51) - French Elections: A Case Study
    (29:58) - The Importance of Reading Books
    (31:49) - Populism and Its Manifestations
    (33:59) - Country-Specific Political Dynamics
    (39:32) - Investment Strategies in Uncertain Times
    (42:47) - Final Thoughts and Recommendations
    (47:06) - Disclaimer and Legal Information
    --
    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

    • 48 min
    #217 - Macron’s Gambit Worked…Sort Of – French Election Reaction

    #217 - Macron’s Gambit Worked…Sort Of – French Election Reaction

    Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and Jacob talk about the election results, discuss what is next for France and Europe, and close with some spicy thoughts on lap swimming etiquette in ville lumière.
    --
    Timestamps:
    (00:00) - Introduction and Welcome
    (00:59) - French Elections Recap
    (02:10) - Election Results Analysis
    (03:46) - The Republican Wall and Far-Right Dynamics
    (09:08) - Future of French Politics
    (15:56) - Macron's Presidency and Reforms
    (23:34) - European Parliament and Far-Right Alliances
    (28:12) - Rassemblement Nationale Under Investigation
    (29:07) - European Far-Right Movements
    (29:55) - Contrarian View on Democracy
    (31:29) - Maloney's Unique Position
    (32:27) - French Enthusiasm Against Fascism
    (38:03)  France's Relationship with the EU
    (46:28) - Irish Politics and Public Sentiment
    (49:40) - Swimming Culture in France
    (51:07) - Conclusion and Disclaimers
    --
    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

    • 52 min
    #216 - Double Your Pleasure, Double Your Shap

    #216 - Double Your Pleasure, Double Your Shap

    Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob N. Shapiro from Princeton University to chat about disinformation, overhyped fears of AI, the impacts of social media on mental health, and the political and economic implications of China's Belt and Road Initiative. They also delve into worries surrounding the U.S. election's election staff safety, and the future of media trust. We hope you enjoy :)
    --
    Timestamps:
    (00:00) - Introduction and Podcast Rebranding
    (02:30) - The Jacob Shapiro Confusion
    (05:00) - Interview with Jacob N. Shapiro
    (07:15) - Concerns About Disinformation
    (09:45) - The Role of Technology in Disinformation
    (12:20) - Historical Revisionism and AI
    (15:35) - TikTok and Social Media Influence
    (20:10) - Mental Health and Social Media
    (25:00) - The Future of Trusted News Sources
    (30:00) - The Impact of Gen AI on Journalism
    (35:00) - Shift to National News and Its Effects
    (40:10) - Economic Models for News Industry
    (45:00) - Challenges in Monetizing Quality Content
    (50:30) - Political Polarization and Media
    (55:45) - Election Concerns in the U.S.
    (01:00:00) - Foreign Interference and Election Security
    (01:05:50) - Interstate vs. Intrastate Conflicts
    (01:10:30) - China's Influence and Global Competition
    (01:15:00) - El Salvador's Bukele and Regional Politics
    (01:20:00) - Commencement Address Principles
    (01:25:00) - Closing Remarks and Disclaimers
    --
    Referenced in the Show:
    Where Americans get their News: https://www.pewresearch.org/short-reads/2023/11/15/more-americans-are-getting-news-on-tiktok-bucking-the-trend-seen-on-most-other-social-media-sites/
    Independent Affiliation: https://news.gallup.com/poll/548459/independent-party-tied-high-democratic-new-low.aspx
    --
    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 -...

    • 1 hr 5 min
    #215 - The Ozempic Boom and the Future of Biotech

    #215 - The Ozempic Boom and the Future of Biotech

    Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry.
    --
    Timestamps:
    (00:00) - Intro
    (01:45) - GLP-1s and Ozempic
    (10:50) - Health consciousness
    (28:45) - Individualized healthcare
    (37:25)-end - The future of biotech
    --
    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

    • 55 min
    #214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue

    #214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue

    Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on geopolitics modeled after the popular sports analysis show Pardon the Interruption on ESPN. Their goal? To bring you honest, objective, rigorous geopolitical analysis on the week’s most critical topics with irony, humor, and humility…and all in 30 minutes or less. Impossible you say? Perhaps! But we are trying anyway. Enjoy the show, share your feedback with us, and check out our friends at International Intrigue, they are doing great work. See you on the Dark Side of the Moon.
    --
    Timestamps:
    (00:00) - Intro
    (01:45) – Assange
    (06:45) – Bolivia’s failed coup
    (10:30) – Chinese lunar probe
    (14:45) – Kenya’s protests
    (19:00) – The Biden-Trump debate
    --
    Referenced in the Show:
    --
    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

    • 31 min
    #213 - Crime in Latin America and the Virtue of Pessimism

    #213 - Crime in Latin America and the Virtue of Pessimism

    Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America. They discuss the reasons behind the increase of crime in the region, how it ties into migration, why strongmen like Bukele are so fascinating to geopolitical nerds everywhere…and why pessimism might be the answer to attacking crime head on.
    --
    Timestamps:
    (00:00) - Intro
    (00:23) - Why is crime increasing?
    (02:11) - tatistics on Violence in Latin America
    (03:16) - Migration and Its Complexities
    (04:41) - The Paradox of US-Latin America Relations
    (06:56) - Root Causes of Crime in Latin America
    (17:14) - Transnational Crime Networks
    (21:48) - Local Control and Government Response
    (33:46) - The Bukele Approach to Crime
    (40:05) - The Challenge of Rule of Law in Latin America
    (41:14) - Mexico's Approach to Crime and Militarization
    (42:07) - The Paradox of Democracy and Authoritarianism
    (43:44) - Criminal Organizations and Government Control
    (46:49) - The Role of Criminal Groups in Society
    (01:00:31) - The Need for Transnational Solutions
    (01:07:53) - The Impact of the Pandemic on Crime
    (01:10:17) - The Venezuelan Crisis and Regional Instability
    (01:18:43) - Concluding Thoughts on Crime and Governance
    --
    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

    • 1 hr 20 min

Customer Reviews

4.9 out of 5
147 Ratings

147 Ratings

Silvan Morgan ,

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.

Rapfanatic123 ,

Wonderful podcast

Excellent, thoughtful podcast.

PatrickL1964 ,

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.

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