The conversation dives into the chaos of recent global events, from Luka Doncic's trade to Trump's tariff threats. With a creative NBA metaphor, they explore the intricate political landscape and negotiation strategies among nations. The hosts critique contemporary tariff policies and examine the multipolar world’s shifting dynamics. They reflect on the changing perception of U.S. foreign policy and the evolving role of institutions. Humor lightens the weighty topics, leading to an exciting announcement about their upcoming podcast.

Jacek Bartosiak, founder of Strategy&Future and a distinguished geopolitical analyst from Poland, brings his sharp insights to the discussion. He argues that a systemic global war is already unfolding, emphasizing the implications for the U.S. if it falls into hubris. The conversation covers the precarious state of the Russia-Ukraine conflict, evolving EU dynamics post-Brexit, and the shifting influences of China and Russia. Bartosiak also warns of the need for Europe to reclaim agency and prioritizes peace over war in shaping future global stability.

This discussion dives into the shake-up in the tech market caused by Deep Seek, a Chinese AI company, and its implications for U.S.-China relations. A closer look at Nvidia reveals how AI rivalry is shaping investor sentiment. The conversation shifts to the importance of decentralized tech and explores the intricate economic ties between the U.S. and Mexico. Amid geopolitical tensions, they emphasize Mexico's growing significance in trade and the future of U.S. foreign policy.

Jacob discusses several key geopolitical developments, focusing on President Trump's recent inauguration and the implications of his trade policies. Notably, Trump did not immediately raise tariffs on China as anticipated, signaling a potential shift towards negotiation rather than confrontation in international trade. Shapiro also highlights the significance of Secretary of State Marco Rubio's first diplomatic visit to Panama, suggesting it could mark a renewed focus on Latin America. Additionally, he reflects on Ursula von der Leyen's remarks at Davos regarding the complexities of global trade and the need for Europe to establish a more cohesive capital market. Throughout the discussion, Shapiro emphasizes the importance of adaptability and resilience in navigating today's unpredictable geopolitical landscape.--Timestamps:(00:00) - Intro(02:03) - Navigating a New Administration's Trade Policies(10:17) - The Future of European Integration(13:44) - Current Events in the Democratic Republic of Congo(19:21) - Resilience in a Changing World--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. They explore the implications of economic policies, such as the recent jobs report and inflation data, while also dissecting the emotional drivers behind public sentiment on inflation forecasts. The conversation touches upon historical parallels in presidential second terms, underscoring the challenges that may lie ahead for Trump as he navigates a politically divided landscape. --Timestamps:(00:00) - Intro(00:46) - Naptime and the Economy(22:35) - The Impact of Tariffs on Canada and Mexico(29:29) - The Economic Landscape of Mexico and Canada(45:35) - The Importance of Maritime Choke Points--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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

Elohim Monard, an expert on Latino politics, shares insights into the shifting Latino vote in the U.S., especially among younger voters. He reveals that Trump's appeal has increased, with 40% support from Latinos, driven by diverse factors like migration stories and generational shifts. The conversation dives into the complexities of Latino identities and how social media influences political awareness. Elohim also connects these dynamics to broader trends in Latin America, suggesting that Trump's populism, or 'Trumpismo,' might resonate beyond U.S. borders.

Jacob returns with insights on Trump's provocative military comments and their geopolitical implications. He humorously connects past fantasies about invading places with present-day rhetoric. The discussion shifts to the economic landscape, highlighting how proposed tariffs could reshape U.S. ties with Canada and Mexico. Notably, there's a thaw in Japan-China relations as Japan rethinks its foreign policies. Germany's political shifts also come into focus, hinting at possible reforms amid economic challenges.

Kamran Bokhari, a geopolitics expert from the Newlines Institute, joins to delve into the surprising downfall of the Assad regime. He breaks down the complexities of Syrian rebel factions and their foreign backers, highlighting Turkey’s critical involvement. The discussion shifts to Iran's waning influence and the rise of Kurdish nationalism, alongside the intricate relationships among regional powers like Saudi Arabia and Turkey. Bokhari also examines the decline of Arab nationalism and Islamism, shedding light on their struggles in today's fragmented Middle East.

Discover a mix of intriguing global insights as Jacob shares thoughts on the latest market shifts and the rise of Bitcoin. Dive into the political turbulence in France and its implications for the EU, and uncover the complexity of Turkey's evolving role in Syrian geopolitics. Additionally, South Korea's political turmoil sparks discussions on future foreign relations and economic impacts. The conversation weaves together diverse topics, offering a nuanced view of the interconnected world.

The podcast dives into President-elect Trump’s cabinet picks and their potential impact on economic policy. It highlights the unexpected niche market for purified ice traded between Japan and the U.S. There's a provocative discussion on how the U.S. might use financial tactics, likening them to historical strategies. The hosts critique China's recent underwhelming stimulus announcement while exploring Japan's political landscape. They also touch on El Salvador's Bitcoin investments and the complexities surrounding the U.S. dollar's role as a global reserve currency.