The Jacob Shapiro Podcast

The discussion kicks off with the chaotic landscape of Trump’s tariffs and their unsettling impact on markets. Jacob’s personal family insights lead to a relatable look at stock fluctuations. Europe is surprisingly stepping up, especially with Germany and Poland leading military and defense strategies. Meanwhile, Turkey’s complex moves and the Kurdish situation create further intrigue in geopolitical dynamics. The exploration of U.S.-China trade tensions provides a glimpse into the broader economic battles shaping our world.

In this engaging conversation, Wendong Zhang, a Cornell University Assistant Professor and economist specializing in tariffs, shares his insights on the multifaceted impacts of tariff policies. He discusses who is affected by tariffs and the potential economic ripple effects across various sectors. The dialogue also touches on the complexities of global trade wars, retaliation strategies, and the implications for countries like the U.S., China, Canada, and Mexico. Zhang provides an objective analysis, making it clear that understanding tariffs goes beyond a simple good or bad narrative.

The unexpected Oval Office meeting between Trump and Zelensky sparks a deep discussion on U.S. foreign policy and a controversial rare earth mineral deal. Insights emerge on the miscommunication impacting U.S.-Ukraine relations. The hosts analyze the shifting dynamics between the U.S. and Russia, highlighting Zelensky's leadership amid geopolitical turmoil. Concerns over NATO's future and Europe's growing independence also take center stage, alongside critiques of past U.S. foreign policy approaches as the landscape shifts toward multipolarity.

The hosts explore the tumultuous landscape of global markets and highlight the surprising resilience of Germany's economy. They discuss the shifting dynamics in U.S.-China trade relations and how certain international equities might offer growth amid domestic discontent. With insights into Europe's evolving stance on China and the implications of the Russia-Ukraine conflict, they touch on the end of President Trump’s economic honeymoon. Optimism lingers for China and Germany, despite overall market unease.

The conversation dives into China's new export restrictions on critical minerals, igniting discussions on international trade and geopolitical tensions. With the U.S. still dependent on imports, the challenges of accessing essential materials are made clear. The duo explores how sustainable practices in mining clash with public perception and political priorities. Additionally, they ponder the legacy of wartime innovations that shaped modern metallurgy and question the future of metal refining amidst a rapidly changing market.

Matt Gertken, Chief Geopolitical Strategist at BCA Research and former Stratfor analyst, discusses a pivotal shift in U.S. foreign policy towards Europe amidst the Russia-Ukraine conflict. He debates the potential implications of Turkey's role in the Black Sea and examines whether Russia might set its sights on invading the Baltics. Gertken also analyzes the political complexities in Germany and delves into the delicate tensions between Iran, Israel, and the U.S., all while highlighting China's influence in the Middle East.

Narath Carlile, a physician and healthcare innovator teaching at Harvard, sheds light on time management and human flourishing. He discusses the challenges of work-life balance in healthcare, emphasizing the impact of AI and informatics on personal productivity. Narath shares insights on combating burnout and achieving 'deep success' over shallow achievements. He advocates for empathy within the healthcare system and highlights the importance of reclaiming personal time in a fast-paced world. The conversation is a blend of personal stories and practical strategies for well-being.

Emma Pennisi, a seasoned veteran in the USAID domain, offers a deep dive into the decline of the agency and its broader implications for U.S. global influence. She discusses the origins and controversies surrounding USAID and highlights the risks of a diminished focus on global health initiatives. Pennisi shares personal stories showing the transformative impact of foreign aid, emphasizing the dangers posed by potential power vacuums. The conversation ultimately calls for a renewed understanding of the importance of humanitarian efforts amidst shifting political landscapes.

Daryl Ritchison, the North Dakota State Climatologist and Director of the North Dakota Agricultural Weather Network, dives into the fascinating world of weather dynamics. He discusses the unusual snowfall in the Gulf and its historical significance. The conversation shifts to how a weak La Niña influences weather patterns and the intricate effects of the negative Pacific Decadal Oscillation. Ritchison also highlights weather's critical role in agriculture and its geopolitical impacts, particularly regarding winter wheat production in Russia and global trade dynamics.

--Timestamps:(00:07) - Intro(00:30) - Monetize the asset side of the balance sheet(17:18) - Bitcoin(25:00) - Debt(32:17) - Macro looks at England, India, Brazil, China(41:40) - Indonesia's Future: Opportunities and Risks(53:42) - Gaza and Analyzing Trump's Negotiation Strategy--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