In this wide-ranging episode, Jacob and Rob check in on markets, discuss the issue of Federal Reserve independence, and somehow end up talking about the future of the Catholic Church. We are large – we contain multitudes!
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Timestamps:
(00:00) - Introooo
(02:55) - Market Trends and Economic Indicators
(04:15) - Freight Data and Economic Concerns
(07:42) - Historical Context: Market Reactions
(16:44) - The Fed's Role and Independence
(26:40) - Trump's Economic Approval Ratings
(27:29) - Debating Economic vs Cultural Factors
(29:45) - Hypothetical Scenarios for Jerome Powell
(34:01) - Global Political Shifts and Far-Right Movements
(37:38) - The Future of the Catholic Church
(45:48) - Resurgence of Religion Among Young People
(50:04) - Conclusion and Final Thoughts
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com
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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).
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
