The Jacob Shapiro Podcast

Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the one that is being missed (a failed coup attempt in the DRC).--Timestamps:(00:00) - Intro(01:00) - Iran(12:36) - Attempted Coup in DRC--Referenced in the Show:--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

Celebrating 200 episodes, hosts dive into Brazil flooding, US utilities, and new tariffs on Chinese goods. They discuss cognitive biases in investing, current events, and the risks in the electricity sector. Insightful analysis for strategic decision-making.

Dale Copeland, author of 'A World Safe for Commerce', shares insights on dynamic realism and discusses U.S.-China relations. They debate the possibility of a Chinese invasion of Taiwan and how it could be a self-fulfilling prophecy. The conversation touches on the conditions for Dale's theory, multipolar vs. bipolar world, and the strategies to avoid a U.S.-China war.

Jacob, an expert on Brazil's flooding, discusses its implications. He talks about housing insurance in the US, cocoa, coffee, and Mexico. Insights on natural disasters and global impacts are highlighted in an engaging manner.

Discussing China's growth rates, Macron's ambitions, and protectionism in the steel industry. Exploring US investors, French leadership, and global economic cycles. Analyzing Europe's market sentiment and steel industry overcapacity. Delving into the significance of inexpensive steel and quality products.

Sanaa Kamal, a Gaza-based Palestinian journalist in Egypt, shares her harrowing escape to Cairo and perspective on the current conflict. She discusses the state of Palestinian refugees, peace possibilities, Hamas, and ending the conflict. Her resilience and optimism amidst adversity are inspirational.

Topics discussed in this podcast include South Korea's economy, challenges in entrepreneurship, steel markets, questionable decisions by large-cap companies, and the 'chaos' at U.S. universities.

Dee Smith, known for his pessimistic views, joins Jacob to discuss if the world is getting worse. They dive into topics like multipolarity, stability in the world, immortality, Putin's actions in Russia, upcoming Mexican elections, and the impact of US-Mexico relations. The conversation also touches on gullibility, recency bias, and the appeal of powerful leaders like Putin.

Jacob reunites with his cousin Marko to discuss Trump's impact on global geopolitics, U.S. inflation, Iran's attacks on Israel, Biden's trade deals, tariffs, and investing opportunities. They also analyze multipolarity, bipolarity, and share basketball hot takes

Chief foreign-affairs correspondent at The Wall Street Journal, Yaroslav Trofimov, discusses his book on the Russian invasion of Ukraine. Topics include reasons for underestimating Ukraine, future elections, impact on Europe, Ukraine's relationship with China, and the ongoing conflict with Russia.