The Jacob Shapiro Podcast

Jacob welcomes back Elohim Monard to the podcast – who brings with him fellow Latin America expert Igancio Asis. They discuss the momentous political events in Guatemala, Argentina, and Ecuador over the past week and set the stage for deeper conversations in the future about the role of criminal enterprises in Latin American politics, whether Argentina can ever really change, and the future of China in the region, among other things.--Timestamps:(00:00) - Intro(03:00) – Guatemalan Elections(14:44) – Argentinian Elections(40:40) – Ecuador--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 fires up the hot-take machine to confront the news about Prigozhin’s death head on, before doing a brief tour of the world to give listeners a “global sitrep” before he heads out on vacation. --Timestamps:(00:00) - Intro(00:55) – Prigozhin(08:06) – BRICS(12:00) – India(14:52) – Ethiopia(15:52) – Guatemala --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 Shapiro welcomes Myles Stapelberg, a member of CI’s Innovation Advisory Board, back onto the podcast to discuss the news about the “discovery” of a room temperature, ambient pressure superconductor. From there, the pivot to developments in nuclear fusion over the past 6 months and some of the challenges and opportunities in the fusion space – a subject bereft with lofty promises, sensationalism…but also real progress.--Timestamps:(00:00) - Intro(03:32) - What is a superconductor?(12:00) - What is LK99?(14:40) - Fake superconductor claims(19:00) - Is LK99 significant?(22:30) - Prospects for a usable room temp superconductor(25:45) - New developments in fusion 22:03(30:00) - Diving into fusion technology(36:33) - Helion x Microsoft partnership(44:40) - Will we see fusion reactors within our lifetime?(53:00) - Which country is developing fusion the fastest?(57:25) - Can we stop using fossil fuels altogether?--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.

The host discusses various topics including Argentinian primary elections, the Panama Canal, Ethiopia and Nigeria, Nagorno-Karabakh, and wheat prices. They also analyze the current political situation in China and Germany.

Jacob is featured on RealAg Radio with Shaun Haney! They'll dig into China’s economic and social standing and what Russia might do next. You’ll also hear from Joyce Parslow, with Canada Beef, on new culture, lifestyle, health and wellness information programs launched for Canadian beef AND a spotlight interview with Tom Barrie of Koch Ag Services on comparing nitrogen stabilizers.Check out RealAg Radio here: https://www.realagriculture.com/category/realag-radio/--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.

Chase pinch hits for Rob in CI’s weekly update with Jacob. Chase offers a sober take on inflation, before Jacob and Chase explain their bullishness on natural gas and energy in general for the rest of the year. They close with an examination of Japan’s recent moves – and explore how deglobalization is affecting both Japan and China in tandem.--Timestamps:(00:00) - Introduction(01:20) - Inflation(10:08) - Jerome's Take(15:05) - Chinese Deflation(20:00) - Higher Commodities(22:30) - Natural Gas(33:50) - Coal(42:00) - Cannabis(43:40) - Telecom and 5G(45:16) - Japan Update(56:13) - China and Japan's Relationship(01:00:30) - China's Economy--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.

Sim Tack rejoins the podcast to pick up where he and Jacob left off a month ago: about the deteriorating security situation in the Sahel. Sim and Jacob discuss the nitty-gritty of the security situation and how it raises disturbing opportunities for radicalized jihadist voices in the region. From there, they wax philosophical about whether Africa is facing a new era of colonialism and how to approach the broader challenges facing the region, before closing with some brief thoughts on Russia and Ukraine.--Timestamps:(00:00) - Introduction(02:00) – Military intervention in Niger(05:00) - If there is an intervention in Niger- who?(09:00) - Regional Interests and jihadist opportunities(12:00) - Realistic interventions(18:00) - How do you contextualize this in the larger Saheli context?(25:30) - Does this matter for the world?(31:40) - What are Russia and China thinking?(35:20) - Neocolonialism 2.0(41:46) - Chinese Interests(47:25) - Should we intervene in Niger?(55:00 - Russia-Ukraine Update--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.

Paul Melly joins the podcast for the first time to offer some much-needed insightful analysis on the developing political situation inside of Niger and the Sahel in general. Jacob and Paul discuss the coup itself and why it looks like the junta is here to stay. They discuss the myriad external actors – France, the U.S., Nigeria, ECOWAS, China, Russia, the EU and Algeria, to name just a few – and how they are thinking about the situation. Paul closes with his best guess on what happens next.Saheli Map - https://cdn.britannica.com/44/241344-050-084F77EE/Locator-map-Sahel.jpgWSJ Article - https://washingtonpost.com/opinions/2023/08/03/mohamed-bazoum-coup-niger-democracy/--Timestamps:(00:00) - Intro(02:40) - Paul's background(09:00) - Niger Coup Recap(20:00) - How stable is the region or new regime?(29:08) - External actor interest(44:00) - What happens next?--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 welcomes Matt Pines back onto the podcast to follow through on his promise to have a serious and rigorous conversation about unidentified aerial phenomena (UAPs). Matt and Jacob briefly address U.S.-China relations before addressing the controversial recent Congressional hearings about UAPs and exploring the political developments around UAPs and non-human, extraterrestrial life. Matt is a management consultant at Krebs Stamos and is appearing on the podcast in a strictly personal capacity.--Timestamps:(00:00) - Intro(02:26) - U.S.-China cyber relations(09:26) - Is the US actively targeting China via cyber attacks?(12:30) – Politics of aliens(18:26) - Plausible Deniability?(30:10) - Why is there US bipartisan support for alien investigations?(36:40) – Do aliens exist?(49:19) – What does it mean if they do?--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 are back at it for a weekly chat. They discuss disturbing news out of China that supports Rob’s pessimism in recent months and cuts against some of Jacob’s more optimistic thoughts. From there, they check in on Brazil and its interest rate cut and what the media is getting wrong about that, before closing with some thoughts on Argentina, Turkey, India, and a rapid fire discussion of important points that are not getting enough attention.--Timestamps:(00:00) - Introduction(01:21) - Disturbing News out of China(06:13) - Chinese Rocket Force(09:22) - Chinese stimulus(13:17) - China's power base(20:00) - Entrepreneurship in China(24:04) - Brazil's Central Bank cut rates(29:55) - Is there any hope for Argentina's economy?(33:55) - Turkish Monetary Policy(40:27) - Turkey is under Gulf influence(43:11) - Does India want to get close to the West?(48:30) - Room temperature superconductors?(49:09) - West African Security--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.