The Jacob Shapiro Podcast

Referenced in the Show:https://cognitivedissidents.org/--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--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).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Argentine politics experts Elohim Monard and Ignacio Asis discuss Javier Milei's presidency, legislative achievements, economic impact, government reduction strategy, and international perception. They compare Milei with Bukele, analyze security policies, economic agenda, market reactions, regional impact, and right-wing populism. The conversation offers insights into Argentina's political landscape and governance challenges, exploring ideologies, global connections, and governance approaches in Argentina and El Salvador.

The podcast delves into topics such as Artificial Intelligence, microgeopolitics in Bogota, and French President Macron's surprising election decision. They explore Apple's cautious approach to AI, human archetypes, tech giants' challenges, AI's intersection with geopolitics and culture, and the far right's support in French elections.

Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jacob and Matt have an open and candid conversation about Matt’s background, what Bespoke does, and offer some thoughts about how to think about estate planning, the future of money, and more.--Timestamps:(00:00) – Introducing Matt and Bespoke(13:00) – Estate Planning 101(25:30) – Iteration(30:11) – The good life(43:00) – The future of money and the role of crypto--Bespoke:Bespoke: https://bespokegroup.io/Matt’s X: [https://x.com/mcclintock_mBespoke X: https://x.com/BespokeGroupCOMatt’s LinkedIn: https://www.linkedin.com/in/mattmcclintock/Bespoke LinkedIn: https://www.linkedin.com/company/bespoke-service-company-llc/ite: cognitive.investments--Jacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--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).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States.--Timestamps:(00:00) - Intro(1:30) – Taiwan as Berlin(17:10) – Taiwanese independence(29:23) – Xi Jinpin psychoanalysis(37:00) – US policy towards China(44:13) – US strategies with China--Referenced in the Show:Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--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).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Previewing Mexico's elections, discussing AMLO's successes and failures, Claudia Sheinbaum's potential as a successor, analyzing Mexican-U.S. relations, and exploring the country's historical context and future projections.

Akshar Patel discusses caste, Hindutva, and Indian politics with Jacob. They cover the influence of religion and caste on Indian politics, the upcoming elections in India, and Modi's transformation of the country. The conversation also touches on farmers, soldiers, and the dynamics between ideologues and identitarians in Indian politics, offering insights into India's future.

Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end about why buy&hold might be a strategy of a bygone era.--Timestamps:(00:00) - Intro(01:01) - Markets Check-In(10:45) – Inflation expectations and why consumers are so mad(19:14) - Weird wage growth numbers(25:43) - Fed response(34:50) – Inflation and markets are out of control + volatility clusters--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--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).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Political analyst Kamran Bokhari discusses the potential aftermath of Ebrahim Raisi's death in Iran, including succession uncertainties, conspiracy theories, and the weakening of the Supreme Leader. They also touch on the chances of an Iranian civil war and the geopolitical dynamics in the Middle East involving Houthis, Gaza, and Jordan.

From turning bearish on the US to discussing China/India markets, geopolitics in Europe, and analysis of the NBA, this podcast covers a wide range of topics. They touch on Russia's defense minister, Trump's Mexico policy, and predictions for the NBA game seven. With insights into market trends and player performances, this episode keeps the audience engaged and informed.