The Jacob Shapiro Podcast

Israeli geopolitical analyst Nitzan David Fuchs offers an Israeli perspective on recent events in the Israeli/Hamas conflict. Topics include intelligence failure, Hamas's intentions, Iran's involvement, Israel's strategic goals, hostages, duration of mobilization, impact on Israel's relationships with Arab neighbors.

Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing in the world geopolitically and all the myriad ways a multipolar world is influencing the balance of power and investment decisions. They close with the best basketball analysis you’ll find anywhere in the U.S. YEAH WE SAID IT!--Timestamps:(00:00) - Intro(02:00) – U.S. Elections(16:53) – Score settling in geopolitics(31:35) – Europe x China relations(43:47) – Ideologies under multipolarity(50:45) - China and the U.S./investment implications(1:00:25) – Over/Under(1:06:54)-end – Basketball--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

The podcast discusses the recent Israeli-Palestinian conflict, highlighting the changing global power dynamic and the tactics used by Hamas. They also analyze the impact of the conflict on financial markets, explore the potential roles of Egypt and Saudi Arabia, and reflect on the horrible nature of the conflict and its human cost.

Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. From there, they explore the U.S.-Mexico-China love triangle and what history can and can’t teach us about the future of those three countries. Last but not least is Ukraine’s quest to become the Israel of Eastern Europe and whether Kyiv can produce weapons for itself in sufficient quality and quantity to maintain its counteroffensive against Russia.--Timestamps:(00:00) - Intro(01:06) - Oil/Crude(07:11) - Macro Context/Bond carnage(16:47) - US x Mexico x China relations(30:45) - Is the US reliving Chinese history with fentanyl (40:50) - Migration and coordination(45:00) - Ukraine wants to build its own weapons--Referenced in the Show:The Third Opium War – https://www.cirsd.org/en/horizons/horizons-winter-2019-issue-no-13/the-third-opium-warCRS backgrounder on U.S.-Mexico relations – https://sgp.fas.org/crs/row/R42917.pdf--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

Jacob Shapiro and Shaun Haney unpack the India-Canada diplomatic nightmare of the last few weeks and how the Ukraine/Russia war might end.Link to RealAg Post: https://www.realagriculture.com/2023/09/frontlines-national-interests-vs-ideology-indian-separatism-and-western-support-for-ukraine/--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--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).--Referenced In The Show:--Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses. From there, they discuss recent problems in the European Union and Mitsubishi Motor’s decision to leave China, before doing a rapid-fire set of topics to close the podcast.  --Timestamps:(00:00) - Intro(01:20) - Macro Overview(19:20) – EU problems (25:20) - No optimism in EU(36:06) – Japan automakers leave China(40:15) - 4 interesting events--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Jacob welcomes Daniel Stelter, founder of Beyond the Obvious, to discuss the future of the German economy. They cover Germany's demographic and education problems, energy challenges, deindustrialization, potential consequences, and ways to fix the issues. They also touch on the performance of the European economy, retirement plans, and family considerations.

Jacob continues to fight through a cold to bring you the geopolitical content you know and love. His weekly chat with Rob starts off with Brazil – and why an interest rate cut in Brazil should matter a big deal from an investment point of view. From there, they touch on the top developments of the week in the South Caucasus and Ukraine before philosophizing on Canada-India relations.--Timestamps:(00:00) - Intro(01:20) - Snot(02:02) - Brazil cut interest rates(11:11) - Brazil/US real estate liquidity (16:37) - Interest rates, commodities, manufacturing in China(22:51) - Nagorno-Karabakh(30:18) - How weak is Russia? What's next?(33:05) - Why should I care about Nagorno-Karabakh?(38:44) - Ukrainian Worries(46:00) - India and Canada --CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--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).--Referenced In The Show:--Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Jacob and Rob reunite to discuss developments in geopolitics and markets. They talk about environmental policies and their discontents, explore the hysteria on German deindustrialization, and offer a few thoughts on China’s recent tech resilience.--Timestamps:(00:00) - Intro(01:24) –German Industrialization(06:00) - The backlash against Green Politics(22:17) - German Industrialization 2.0 (39:28) - China’s tech resilience--CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Jacob welcomes Dr. Robert Funk onto the podcast to discuss how Chile has changed over the last 50 years, and more importantly how it will change over the next 10. They briefly explore the legacy of the coup against Allende before exploring why Chile has always been a little bit different than the rest of Latin America…and whether Chile can avoid being caught between great power competition in the years ahead.--Timestamps:(00:00) - Intro(02:27) - The legacy of the Allende coup(08:33) - Chile's development(12:35) - Chile’s constitutional process(15:50) - Another social explosion?(18:00) - Is Chile a good investment?(22:50) - Why does Chile have strong institutions?(27:00) - Chile’s global position (energy, trade, politics)(31:42) - China's attractiveness to Chile(34:20) - Chile’s regional geopolitics(39:30) – Chile’s future(42:00) - Ideological and political choices(43:50) - Will Chileans ever feel like the coup was justified?--Links:Dr Funk’s article: https://www.americasquarterly.org/article/fifty-years-later-he-haunts-us-still/Christopher Hitchens article: https://www.lrb.co.uk/the-paper/v24/n13/christopher-hitchens/11-september-1973CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/CI Website: https://cognitive.investmentsCI Twitter: https://twitter.com/CognitiveInvestJacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/Jacob Twitter: https://twitter.com/JacobShapSubscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340--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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.