The Jacob Shapiro Podcast

Marko Papic is back to talk about the markets, Russia's big fudge on oil (and war), and a little bit of everything else geopolitical! Stick around for some basketball talk after 1:04:10!TimeStamps:3:12 - 23:34 - Markets Update23:30 - 39:30 - Oil, Europe, UAE, Russia39:30 - 52:20 - Ukraine, Russia, The Future52:20 - 1:04:10 - Over-Under1:04:10 - End BasketballMake sure to check out the Cognitive Dissidents site and services here.

After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.Timestamps:2:00-15:43 – Who wins if Russia is weak?16:00-43:46 – U.S. booming, China on its knees43:46-58:53 – Turkey: The Good, Bad, and the Ugly58:53–end – Why we love BrazilMake sure to check out the Cognitive Dissidents site and services here.

Jacob welcomes Dave Ripplinger on the podcast to discuss the problems Europe is facing this winter and the areas they agree and disagree. They also talk about the U.S. energy economy, the role of biofuels and renewable diesel in the U.S. energy transition, and close with some broad thoughts about the future of U.S. agriculture for the remainder of the decade. David Ripplinger is Assistant Professor at the Department of Agribusiness and Applied Economics and the Chair of the Bioenergy Products and Innovation Center at North Dakota State University.Timestamps:3:00-24:50 – Debating Europe’s winter 24:50-40:10 – Will the U.S. continue to export energy40:10-54:20 – Biofuels and renewable diesel54:20-end – Should you buy farmland today?Make sure to check out the Cognitive Dissidents site and services here.

This is a crossposted episode from the Rane Podcast Series with Stratfor!Rodger Baker, executive director of the Stratfor Center for Applied Geopolitics at RANE, and Jacob discuss the practice of applied geopolitics in the context of Russia's war with Ukraine, Putin's efforts to leverage energy supplies against Europe, and China's 20th Party Congress (among other asides). The original episode is here.Make sure to check out the Cognitive Dissidents site and services here.

Jacob plugs in from Dublin, Ireland, where he is currently at a Barnett-Hall conference discussing the crazy year in geopolitics -- and where we can expect to go from here.0:36-9:00 – The next 5 years 9:00-12:15 – The UK12:15- 17:00 – Ireland17:00 - end – ChinaMake sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob take a step back from yet another crazy week in geopolitics and have a theoretical and wide-ranging conversation about the state of the world, how to deal with uncertainty and volatility, and whether we should be optimistic about the next 6-12 months and beyond.Timestamps - Make sure to check out the Cognitive Dissidents site and services here.

Abdolrasool Divsallar (Farzam, if you will) joins us again, after well over a year, to discuss the growing unrest in Iran. Farzam is a visiting profesor at Università Cattolica del Sacro Cuore and a non-resident scholar at the Middle East Institute. Twitter: https://twitter.com/DivsallarTimestamps0:00-9:30 – Why these Iranian protests are different9:30-16:00 – What’s up with the Supreme Leader?16:00-20:46 – Regional response31:28-48:30 – the Iran Nuclear Deal/relations with Russia48:30-end – TurkeyMake sure to check out the Cognitive Dissidents site and services here.

This market is absolutely wild, with the Fed trying to be both proactive and reactive simultaneously, and the lads try to tackle the underlying reasons + the future. Also China's role in the markets (and their drought), the politics surrounding Saudi Arabia's strange move on Oil this week, and much more!Timestamps:0:08-16:40 – U.S. Macro Overview16:40 - 25:30 – China25:30 - 45:00 – Saudi Arabia/Oil45:00 - End – BrazilMake sure to check out the Cognitive Dissidents site and services here.

Neil Townsend hops back onto the pod to discuss the underlying agricultural currents shifting beneath the surface of our geopolitical landscape. Food and fertilizer prices are up, Brazil and China are facing epic droughts, and the future of food production globally is uncertain. Is this news? No. Are there technological and economic innovations that are drastically changing our ability to cope with these issues? Tune in to find out!Neil Townsend is the Chief Market Analyst with FarmLink Marketing Solutions and GrainFoxFarmlink Solutions Event on Oct 13: https://www.farmlinksolutions.ca/frombintobank/Timestamps1:40-8:25 – Global food prices8:25-23:18 – Fertilizer & Russia/Ukraine War23:18-32.55 – Brazil/USD32:55-44:04 – China44:04-1:17:00 – Future of agriculture1:17:00-end – Key takeawaysMake sure to check out the Cognitive Dissidents site and services here.

Why do we have 700 gigawatts (total US electricity capacity is currently 1,150GW) of solar capacity awaiting permits, approval, or connection to the US power grid? What does the future of US infrastructure look like?Is the Nord Stream Pipeline being sabotaged? Who would benefit from that? Chairman Xi is on the brink of declaring himself lifetime leader of the Communist Party; what does that mean for the Chinese political experiment?Timestamps1:25 - 9:20 – USA9:00 - 33:30 – Pipeline Mysteries33:30 - end – China Make sure to check out the Cognitive Dissidents site and services here.