The Jacob Shapiro Podcast

This weeks discussion covers the rising Yen, the awkard bubble that constitutes the Chinese real estate market, and what it looks like to invest in nuclear in the 21st century. Hint: Nuclear and Coal have a lot of animosity to overcome between their respective camps.Timestamps1:12-24:00 – Around the world + China + Taiwan24:00-30:50 – The Japanese Yen30:50-end – Turning Coal into NuclearMake sure to check out the Cognitive Dissidents site and services here.

Rodger Baker is Executive Director at the Stratfor Center for Applied Geopolitics at RANE – Risk Assistance Network + Exchange.Timestamps3:00-25:13: Mackinder and the Arctic25:13-34:30: The Art of the Net Assessment34:30-44:30: The biggest change of the last 25 years…and the biggest change to come44:30-56:54: Will China invade Taiwan?56:54-end: Around the world: Poland, Turkey, Indonesia, Korea, Brazil, and moreMake sure to check out the Cognitive Dissidents site and services here.

Why is no one talking about China's real estate crisis (aside from Rob and Jacob)???It's an issue with global ramifications, extremely high stakes for China's economy, and even higher stakes for the 1.4 billion people who live inside the PRC.Timestamps2:00-13:00 – Markets overview13:00 - end – China real estate crisisMake sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob talk US Markets, Investing (as a concept), and Italy's wild new (yet old) future.Timestamps1:50-14:35 – Rob’s update on U.S. markets/$DHI14:35-22:15 – Discipline of Investing22:15-41:08 – ECB/Italy41:08 - End Technocrats, populists, democrats, oh my!Make sure to check out the Cognitive Dissidents site and services here.

Marko and Jacob explore the rumbles in the US Economy, energy trends, and geopolitical headwinds across the hemispheres. Marko Papic is a Partner and Chief Strategist at Clocktower Group.Timestamps:2:00-14:00 – U.S. Economy14:00-21:36 – Oil/Natural Gas21:36-35:54 – Europe35:54-42:00 – China42:00-52:52 – Saudi Arabia50:52-59:11 – India59:11-1:10:11 – Food1:10:11-1:16:31 – Recession odds1:16:31- end: Basketball

Rob and Jacob talk Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.Timestamps:1:45-26:45 – Europe26:45-36:10 – China36:10 – end – JapanMake sure to check out the Cognitive Dissidents site and services here.

Sim Tack revisits the Ukraine-Russia conflict with Jacob to talk about the war as it drags into its later stages. 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 @SimTackTimestamps4:30-16:45 – Russia-Ukraine War Update16:45-19:45 – Grain tangent19:45-27:15 – Who is winning? How important is Western support?27:15-36:30 – Russia’s military capacity36:30-48:45 – The future of NATO48:45-56:45 – Talking about Turkey56:45-end – Deep strikes Make sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob take the chance to explore the last 6 months of the markets, commodities, and most importantly, coffee!Timestamps:2:00-23:20: Taking stock (GET IT?) of the last 6 months in markets23:20-36:00: Natural Gas/Commodity Supercycle36:00-end: CoffeeMake sure to check out the Cognitive Dissidents site and services here.

Jacob brings on special guest Dr. Jacek Bartosiak to discuss the Polish perspective on the Russia-Ukraine War, the implications of Kaliningrad being sealed off from Russia, and much more. Dr. Jacek Bartosiak is the Chief Executive Officer and Founder of Strategy & Future. He is the author of best-selling books including “Pacyfik i Eurazja. O Wojnie” (Pacific and Eurasia. On War” (2016), which focuses on the ongoing great power competition in Eurasia and the possible war in the Western Pacific. He is also the author of ”Rzeczpospolita między Lądem a Morzem. O wojnie i pokoju.” (Poland and Intermarium between the Land and the Sea Powers – (2018), which deals with the geostrategic reality Poland and Europe face in the era of great power competition and is an in-depth study of the Central Eastern European theatre of war and modern warfare.Timestamps:3:00-11:30: Kaliningrad11:30-21:15: A Polish view of the world21:15-28:30: The Suwałki Corridor28:30-39:30: What happens next?39:30-45:00: Ukraine and the new balance of power in Europe45:00-End TurkeyMake sure to check out the Cognitive Dissidents site and services here.

Jacob and Rob tackle the energy crisis as it blooms across the world, compounded with inflation woes and the big question mark of an incoming recession. Tune in to hear their thoughts. Timestamps:1:40-31:20 Energy/Recession/Inflation Oh my!31:20-End – Hong Kong DollarMake sure to check out the Cognitive Dissidents site and services here.