The Jacob Shapiro Podcast

Jacob welcomes Sim Tack, a military analyst at Force Analysis, to break down the shifting battlefield dynamics in Ukraine. Together, they unpack Ukraine’s evolving tactics, Russia’s slow but grinding advances, and the logistical and manpower challenges both sides face. Jacob pushes for a bigger picture: what this phase of the war tells us about the future of U.S. involvement, Europe’s strategic posture, and why the world should be watching Eastern Ukraine more closely. Sim offers clarity without sensationalism, grounding the conversation in facts, maps, and on-the-ground realities. It's a sobering, sharp look at a war still unfolding.--Timestamps:(00:00) - Introduction and Podcast Update(00:14) - Ukrainian Drone Attack on Russia(00:52) - Analyzing the Impact of the Attack(02:48) - Details of the Drone Strike(07:12) - Implications for Global Military Balance(13:11) - Comparative Analysis with Other Conflicts(21:28) - Technological Evolution in Warfare(26:04) - Mexican Cartels and Military Targets(26:49) - Drone Warfare Evolution(29:47) - Counter-Drone Technologies(37:50) - Impact on Russian Air Power(43:07) - Ukraine's Strategic Timing(51:30) - Conclusion and Future Discussions--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--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.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

A deep dive into the shifting U.S. markets unveils concerns about fiscal policies and investor confidence. The hosts highlight the fierce biotech rivalry with China, stressing America's waning edge in research and development. They analyze immigrant contributions to U.S. innovation while addressing cultural skepticism toward science. Additionally, discussions on local responses to tech investments illustrate the clash between opportunity and resistance. It's a sobering reflection on the future of both nations in the high-tech arena.

Madison Darbyshire, a reporter at Bloomberg Weekend, dives into the terrifying world of the screwworm, a pest threatening U.S. ranchers. She discusses its historical eradication efforts and the financial burdens ranchers currently face. The conversation highlights how geopolitical factors and pandemic-related disruptions have allowed this menace to resurface. With pressing concerns over climate change, Darbyshire emphasizes the need for immediate action and innovative solutions to protect livestock and support ranching communities.

In this conversation, Matt Pines, a national security thinker and Bitcoin expert, dives into the evolving role of cryptocurrency in U.S. policy. He discusses the Trump administration's surprising pivot toward Bitcoin and its strategic implications. The dialogue explores how Bitcoin is becoming essential in U.S.-China dynamics and highlights the complexities of financial fragmentation. Pines also uncovers the deeper structural shifts in global power and the financial landscape, shedding light on the intricate relationships between politics, economic strategies, and emerging technologies.

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