The Jacob Shapiro Podcast

The Euro is below parity with the dollar and Japan's government intervened with the yen for the first time in a number of decades. Join Rob and Jacob as they talk through inflation woes, Europe's inevitable gains, and much more!Timestamps:1:05-13:00 – U.S. Inflation13:00-23:00 – Still bullish Europe23:00-36:00 – Turkey/Iran/Uzbekistan36:00-49:56 – Japan50:00- end – BrazilMake sure to check out the Cognitive Dissidents site and services here.

Ukraine’s counteroffensive last week was shockingly effective. Sim rejoins the show to explain what is happening on the ground…and to tease out the chances and attendant implications of a Russian defeat.Sim Tack is Military Analyst at Force Analysis and GEOINT Analyst at AllSource Analysis. You can follow him on Twitter @SimTack.NYTimes article referenced hereTimeStamps:1:54-11:15 – What’s happening?11:15-23:35 – Ukraine’s Strategy23:35-28:04 – Europe’s Resolve28:04-42:10 – Russia’s Options42:10-end – Implications of Russia’s DefeatMake sure to check out the Cognitive Dissidents site and services here.

We tackle inflation, Ukraine, Long Europe and... emotional investing? Jacob and Rob meander into some larger and more philosophical questions about their abilities to distance themselves from the emotional impact of being entangled in the markets. Investment decisions have real life impacts on real people, and disentangling yourself from the emotional impact can be a tenuous or even painful. Timestamps:1:15-18:31 – Inflation18:31-32:30 – Ukraine32:30-38:54 – Psychology of Analysis38:54-53:22 – Long Europe53:22–end – Wait... Brazil is booming?Make sure to check out the Cognitive Dissidents site and services here.

Jacob is back! The markets went nowhere (and everywhere, depending on how you look at it)! Hop back in to hear Jacob and Rob run through:Market Overview - 1:40-9:15 We like Europe - 9:15-19:20 China/Japan, Yuan/Yen - 19:20-32:20Chile, Copper, U.S., Energy Transition - 32:20-47:55 Pakistan + India - 47:55-endMake sure to check out the Cognitive Dissidents site and services here.

Matt Pines, yet ANOTHER connection via the Twittersphere, breaks down the present day risks associated with cyber warfare and espionage across geopolitical boundaries. Matt is a management consultant at Krebs Stamos and a fellow at the Bitcoin Policy Institute. He is appearing on the podcast in a personal capacity. Here is a link to Matt's white paper on bitcoin.Timestamps:1:37 - 20:20 - Cyberwarfare20:20 - 28:00- 5G + China + Huawei28:00 - 34:44 - Trust Networks34:30 - 45:35 - Has there every been a full-on cyber war?45:35 - End - Let's talk bitcoin!Make sure to check out the Cognitive Dissidents site and services here.

Take some time with us to explore the Sino-Australian breakup drama and hear an honest opinion from a real life Australian (his name is John Fowler and he's a former Australian diplomat and international lawyer) on why relations between the two are slowly but surely deteriorating. John and Jacob also talk AUS/NZ relations, viewpoints on the South Pacific and much, much, much more. John is co-founder and CEO of International Intrigue, a newsletter at the intersection of geopolitics, business, and technology. We've included a link because you should go subscribe to it. TimeStamps:2:30-19:37 – Australia/China relations19:37-25:20 – Australia/New Zealand relations25:20-39:32 – The South Pacific39:32-46:30 – Indonesia46:30-57:57 – Latin America/France/Antarctica 57:59-1:05:30 – Taiwan1:05:30 – International IntrigueMake sure to check out the Cognitive Dissidents site and services here.

Weekly Update! Catch this week's convo on:The uncertainty spilling out of the Federal Reserve (1:35 - 14:40)China's economy (14:40 - 20:00)Latin American Markets (20:00 - 24:40)Japan Rising (24:40 - 31:20)Europe's Energy Crisis/Opportunity (31:20 - End)Make sure to check out the Cognitive Dissidents site and services here.

How do inflationary cycles work? Are we in a tech innovation environment or are we just iterating on the same old concepts? Also, what constitutes "old"? Jordi Visser joins us this week to discuss these questions and much, much more (yes, we mean China).Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers LLC, a market neutral pioneer of the asset management industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX). Weiss Morning Seeds: https://hubs.la/Q01jhfjY0Weiss Insights: https://hubs.la/Q01jhftd0Weiss Podcast Page: https://hubs.la/Q01jhgds0Timestamps:2:20-14:42 – Inflation/Deflation14:42-35:50 – Tech/longevity35:50-45:38 – mRNA45:38-1:03:30 – Energy1:03:00 – end – ChinaMake sure to check out the Cognitive Dissidents site and services here.

Weekly Update! J&R talk markets, China, the future of South Africa and Brazil, and trends popping up in the coffee and chocolate trade!Timestamps:2:47-13:30 – U.S. CPI/Market overview13:30-22:47 – China update22:47-40:17 – South Africa, Brazil, and Strategic Wealth40:17 – end – Coffee and ChocolateMake sure to check out the Cognitive Dissidents site and services here.

Peter Mayer discusses the history the Colorado River Basin - and why it's a canary in the coal mine for the waves of water issues already sweeping the globe. Water access conflicts are going to escalate both nationally and internationally as the globe heats and our atmosphere's composition fluctuates. Peter and Jacob dive into the conflicts already occurring, ( eg. the Georgia vs. Florida water wars), the future of agriculture, and how we conserve water for posterity.Peter is a professional engineer and urban water expert and the Principal and Founder of Water Demand Management. For more than 25 years, his work has focused on urban water management, water use patterns, assessing the impact of water rate structures and metering, evaluating water conservation measures and programs, forecasting future demand with and without conservation, preparing water conservation plans and conducting water supply scenario analysis. Link to Lake Mead pics: https://earthobservatory.nasa.gov/images/150111/lake-mead-keeps-droppingPeter’s website: https://www.waterdm.com/TimeStamps2:34-30:30 – Colorado River Basin30:30-42:30 – Georgia v. Florida on water. (If I could have this on in the background during this section I would.)42:30-50:30 – Agriculture50:30 – Pete’s pastMake sure to check out the Cognitive Dissidents site and services here.