The Jacob Shapiro Podcast

How do we measure a society's ascent into modernity? Is it their ability to make cars or manufacture their own vaccines? If they lose these abilities or never progress out of the the primordial ooze of political turmoil, what does that make them?Rob and Jacob tackle these questions and much much more for this week's episode of Cognitive Dissidents. They'll revisit China’s real estate crisis, offer thoughts on Pakistan and India’s divergent policy directions, and speculate on the future of EVs! Special guest appearance by HRH Anne the Love Shapiro.--Timestamps:(0:00) - Intro(1:40) - China Housing Updates(13:00) - China Developing Food Security(19:10) – Pakistan is Quadrupling Coal(23:04) – Indian Growth and the Costs(30:02)– Lithium and nickel prices roll over(32:36) - EV's(38:05) - EU + Poland drama--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.

Marko Papic is back! Kyrie Irving got traded to the Mavs and it's confusing/upsetting/underwhelming. The Biden Administration is using their most expensive jet to flex on a balloon, and it signifies some important shifts in US-China relations. The topic of India is broached and we dive a bit into Ukraine! Tune in to hear more. --Timestamps:(0:00) - Introduction(1:14) - U.S. coalition against China(13:14) – Ukraine War(34:14) – Multipolarity(42:30) – India(52:11) – Kyrie Irving--Marko's LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/Marko's Twitter: https://twitter.com/Geo_papicCI 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 back fan-favorite Sim Tack to discuss the future of the war in Ukraine. The next 12 months (assuming it will last that long) are going to be a test of Ukraine's resolve, Europe's willingness to isolate Russia, and the US's desire to continue providing funding/supplies. Sim and Jacob ponder the clandestine operator that bombed the Nordstream pipeline, and try to figure out whether or not Ukraine will be receiving some fighter jets to move into offensive mode. Tune in to learn more!--Timestamps:(0:00) - Intro(1:40) – The next 12 months of the war(23:50) – Assessing Europe’s true resolve(36:10) – Who bombed Nordstream?(44:00) – Is Ukraine getting fighter jets?(52:50) – How long will the US and EU pitch into 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).--Sim is Chief Military Analyst at Force Analysis. His expertise is in intelligence-driven approaches to the study of armed conflicts and military capabilities, as well as other resources of power that support foreign policy behavior. You can follow him on Twitter @SimTack--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.

What happens when you have wage growth inflation, a consistently shrinking workforce, historically low unemployment, and surging investment from the government?How do human capital issues (e.g. disability rates, death rates, declining life expectancy) and inflation play off of one another across the markets?Rob and Jacob explore the concept of human capital from a variety of angles, starting with the a breakdown of the concept and the issues that threaten to slow down the US economy. They proceed onto possible solutions, the implications of these issues on macro investment, and end with some sage wisdom on why we should stay optimistic. Tune in!--Timestamps:(0:00) - Introduction(1:20) – Prayers for Turkey(2:29) – The human capital problems in the U.S.(11:30) - What trends can we use to explain these problems?(21:50) – Are there solutions? Can we turn it around?(35:25) – What are the investment implications?(50:23)- Reasons for Optimism--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.

What the heck is up with these Chinese Balloons?--Timestamps:(0:00) - Balloons--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.

Myles Stapelberg, a graduate student at MIT in the Plasma Science and Fusion Center and a member of CI’s new Innovation Advisory Board, joins the podcast to give us a primer on nuclear fusion. This will be the first of a few appearances for Myles – in this initial episode, Jacob peppers Myles with questions to understand the basics of nuclear fusion – what it is, why it is important, and how soon it might be till it matters in our own lives?--Timestamps:(0:00) - Intro(4:00) - What is nuclear fusion?(11:30) - Why is nuclear fusion Important for the future of humans?(24:15) - What are the different ways to achieve fusion?(30:00) - What are the safeguards in place to stop runaway fusion?(36:00) - Why was this recent breakthrough so important?(43:50) - What is the timeline for nuclear fusion? --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.

Rob and Jacob start off with a general overview of this previous week in macro, then turn to what might be in store for the future. Afterwards, they turn to the Biden administration's choice to float a larger military presence around the Philippines, breaking down their deter China and unsubtly escalating the US-China trade war. Simultaneously, India is starting to align with the US more deeply across supply chains and mutual beneficial agreements - leading Jacob to ask some serious questions about their commitment to non-alignment. Peru is still on quite shaky ground politically, so copper is obviously in the same place, and they take a deep dive into the most important unobserved Central American copper hub. Finally, Rob lets us in on Mexico's stock market bonanza, and the political reasons that underlie it all. Tune in to find out more!--Timestamps:(0:00) - Intro(2:10) - Global Macro Rundown(13:00) - The Philippines(19:00) - The US-China Trade War(25:40) - India-US Relations(30:30)– Peru + Copper + Oil(37:23) - Copper + China Reopening (40:00) - Important/Unimportant News Stories(41:20) - Mexican Stocks + Next Presidents + Cartels --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 is joined by David Firetsein, inaugural president and CEO of the George H. W. Bush Foundation for U.S.-China Relations. They discuss David’s professional background and the work of the foundation before diving into trust in the U.S.-China relationship and prospects for the bilateral in the year ahead.--Timestamps:(0:00) - Introduction(2:40) – David’s background(10:00) – George H.W. Bush Foundation for U.S. China Relations(21:27) – Trust in the U.S.-China Relationship(45:34) – The year ahead in U.S.-China relations--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:Link to David’s recent article: https://link.springer.com/article/10.1007/s42533-022-00117-yLink to George H. W. Bush Foundation for U.S.-China Relations: https://bushchinafoundation.org/David’s bio: https://bushchinafoundation.org/people/david-j-firestein/--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.

Elohim Monard rejoins the podcast and pinch-hits for Rob’s usually weekly slot to address the ongoing and escalating deterioration of political stability in Peru. Elohim offers insightful perspective about what would happen if Boluarte resigned and shares disturbing allegations of terrorism and Bolivian involvement in the protests that have been circulating in Peru and that may set the stage for a military coup. From there, they take a brief tour of the other major countries of Latin America and how they are doing – and how the fate of the region may ultimately be in Brazil and Mexico’s hands. --Timestamps:1:30-28:00 – Peru28:00-39:00 – Brazil39:00-45:10 – Colombia45:10-51:46 – Chile51:46-end – Mexico/Argentina--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.

Dario Fabbri comes back to the CD pod to talk with Jacob about the future of the European Union, Russia/China, and the political instability rocking Latin America. Italy, Germany, and France are all dealing with the War in Ukraine differently, and their responses will have a ripple effect that moves far beyond the conflict. Is this a pivotal year for the EU? Structural changes to both industry and geopolitical policy are shifting the foundation of Europe into a new paradigm but... What does that mean? Find out by giving us a listen!Dario Fabbri is a geopolitical analyst based in Italy. He is Director of the monthly magazine Domino and a columnist at Domani.--Timestamps:1:36-20:30 – Italian domestic politics, relations with France/Germany20:30-30:00 – Future of the EU30:00-42:40 – Russia and China42:40-end – Brazil/democracy--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:Dario's writing: https://choramedia.com/podcast/stati-di-tensione/Dario's podcast: https://choramedia.com/podcast/stati-di-tensione/--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.