This week, Jacob’s caffeinated and Rob is just trying to keep us on track as the duo dive into the so-called “Asian reverse currency crisis,” a spike in Asian FX that’s less a crisis and more the result of twenty-five years of carry trades finally snapping. We break down what it means for the dollar, for diversification, and for the poor bastards running Taiwanese insurance portfolios. Then: Trump wants tariffs on foreign movies (seriously), Saudi Arabia starts pumping oil like it’s 2019, and we finish with why empty shelves might be the most underpriced risk in markets right now. Buckle up.
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Timestamps:
(00:00) - Introduction and Podcast Overview
(00:44) - Recording on a Tuesday: Unusual Timing
(01:53) - Taiwanese Dollar Surge: A Financial Analysis
(03:21) - Asian Financial Crisis: Historical Context
(05:46) - Implications for Global Markets
(22:16) - Investment Strategies for a Multipolar World
(25:26) - Trump's Tariff on Foreign Movies: A Soft Power Debate
(36:38) - US Soft Power: A Decline in Influence
(41:49) - Saudi Arabia's Oil Strategy
(46:25) - Global Oil Market Dynamics
(57:53) - Impact of Tariffs on US Retail
(01:05:41) - Geopolitical Tensions and Future Outlook
(01:06:39) - Conclusion and Contact Information
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Referenced in the Show:
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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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