The Jacob Shapiro Podcast

This week, the hosts dive into the intricacies of the Asian reverse currency crisis, revealing a story shaped more by market dynamics than doom. They tackle the implications of a rising Taiwanese dollar and its effects on global finance. There's a surprising discussion on Trump's proposed tariffs on foreign films, questioning American soft power. The pair also examine Saudi Arabia's return to high oil production, and the ongoing retail challenges from supply chain disruptions and dwindling inventories. Buckle up for a ride through a shifting economic landscape!

Kamran Bokhari, an analyst with expertise in South Asian geopolitics, joins for an insightful discussion on the escalating tensions between India and Pakistan, particularly following a recent Kashmir attack. They explore the complexities of military strategies, the suspension of the Indus Waters Treaty, and the implications for regional stability. The conversation expands to the Middle East, covering Iran's negotiations and the U.S.'s role in a potential regional reset, hinting at a significant shift in geopolitical dynamics.

Elohim Monard, a political analyst and host of Conversando de Politica, joins for a deep dive into Hispanic support for Trump, examining shifting political dynamics and the impact of deportation policies. They explore prisons as geopolitical tools, from El Salvador's harsh tactics to France's chaotic scenario. The conversation also touches on AI's role in modern governance and the global risks associated with organized crime amid hyper-globalization. Monard's insights reveal the complexities surrounding immigration and authoritarianism today.

Akshar Patel, a writer from The Emissary, dives deep into the escalating crisis between India and Pakistan following a deadly terrorist attack in Kashmir. He distinguishes this incident as a pivotal moment. The conversation covers India's suspension of the Indus Waters Treaty, revealing its serious geopolitical implications. Patel also analyzes Pakistan's internal struggles and India's military challenges, while emphasizing the critical significance of water resources in South Asia. This dialogue illustrates the complex, slow-burning tensions with far-reaching stakes.

Chase Taylor, an analyst at Pine Cone Macro, joins for a riveting discussion on U.S. trade policy and its effects on global markets. He sheds light on how Trump's tariffs might lead to a recession and why China's fiscal discipline could be an unexpected asset. Taylor explores enticing investment opportunities in Greece, Brazil, and Chile, while examining the intricate dance of capital flows and political risk. Plus, there's a fun detour into NBA playoff chatter that blends sports with economics!

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!--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--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

Join market expert Rob Larity as he dives into the chaos engulfing the financial world. They dissect the volatile impacts of tariffs and the ongoing U.S.-China trade war. Rob shares insights on how the dollar's weakness and bond yield fluctuations signal instability for investors. The conversation also touches on corporate strategies amid inflationary pressures, revealing a stark contrast between giant companies and struggling small businesses. With historical context, they explore the future of global investment in a deglobalizing landscape.

Hosts explore the chaotic state of the market through an amusing daycare anecdote. They navigate the upheaval of tariffs and highlight the interconnectedness of global trade, delving into wealth inequality and trust in the U.S. dollar. The atmosphere is filled with both caution and optimism, drawing parallels to a crisis from 'Margin Call.' Political shifts are examined for their impact on market stability, while the importance of diversification and competition in banking leadership is underscored with a fun basketball analogy.

Vance Crowe, former director of millennial engagement for Monsanto and a storyteller, joins for a thought-provoking discussion. Together, they explore the early impacts of Trump-era policies on U.S. and Canadian farmers, the pros and cons of Bitcoin, and the critical role of storytelling in preserving life's lessons. Vance shares his insights from interviewing diverse individuals, highlighting how personal narratives shape beliefs and values across generations. The conversation weaves through politics, innovation, and the significance of meaningful connections.

In a dynamic discussion, guest Matt Gertken, a former colleague with deep expertise in political analysis, shares insights on President Trump's potential third term and its implications for democracy. The conversation delves into the evolving tariff landscape and its effects on global trade dynamics, alongside China's military maneuvers concerning Taiwan. They also engage in a lighthearted debate about political leadership, authenticity, and the challenges of term limits, all while reflecting on the future political fabric of the U.S. and Europe.