The Jacob Shapiro Podcast

Cousin Marko, a keen analyst of current geopolitical affairs, joins the discussion to dissect the escalating tensions between Iran and Israel and their implications for regional stability. They delve into China's economic stimulus measures, questioning their effectiveness amid challenges. The conversation turns to potential election scenarios between Trump and Harris, exploring the possible economic impacts. Finally, Marko shares insightful NBA predictions, highlighting the intertwined dynamics of sports and politics in today’s turbulent landscape.

Elo, an insightful commentator on Latin American geopolitics, delves into the tumultuous legacy of Alberto Fujimori, Peru’s controversial former president. They discuss Fujimori’s dual legacy of economic reforms paired with authoritarianism, reflecting on his rise during political instability and the complex dynamics of his governance. They also explore Fujimori's Japanese heritage and its influence on his identity, as well as his profound impact on contemporary politics in Peru, making for a compelling examination of leadership amidst moral ambiguity.

Jacob Shapiro, a specialist in geopolitical analysis and economic trends, joins the discussion with Rob to explore the microgeopolitics of Los Angeles. They draw intriguing parallels between the city’s evolution and themes in 'Blade Runner.' The conversation pivots to China's economic stimulus strategies, weighing the bullish and bearish perspectives on their potential impact. They also delve into cultural changes reflected in 'Blade Runner' and compare the investment habits of Chinese and American investors amid current economic fluctuations.

Jacob hosts PauloMacro, a macroeconomic analysis expert specializing in commodities and emerging markets. They dissect the current oil landscape and its intricate ties to the U.S. elections and geopolitical tensions, especially regarding China. The conversation shifts to the grain market, highlighting farmers' struggles. Paulo emphasizes Brazil's potential economic revival through advancements in digital payments and evolving commodity prices, urging cautious optimism for investors eyeing Brazilian markets.

The hosts dissect the Federal Reserve's interest rate cut and its broader economic implications. They delve into the Biosecure Act, highlighting its bipartisan appeal and potential impact on genetic information and domestic health. The conversation shifts to Israel's strategic maneuvers against Hezbollah, exploring the changing dynamics of modern warfare. On the political front, they analyze ambitious judicial reforms in Mexico under President AMLO, questioning their effects on corruption and democracy.

Elon Musk, the influential entrepreneur behind Tesla and SpaceX, joins to discuss the microgeopolitics of Fargo and the escalating tensions between his platform X and the Brazilian government. They dive into Fargo's transformative history influenced by the railroad and its current tech advancements. The conversation also touches on Brazil's struggle with disinformation and corporate influence, highlighting the clash between free speech and regulation. Musk's insights into corporate power and its implications for society make for a thought-provoking dialogue.

In this conversation, Alexandra Finch, an expert in public health law, sheds light on the complexities of the mpox outbreak and the World Health Organization's emergency declaration. She discusses the gaps between health needs and realities, delves into the intricacies of WHO operations, including funding issues for vaccines, and the pitfalls of international legal frameworks. Finch emphasizes the significance of building trust within communities and the urgent need for reforms in global health governance to ensure equitable responses during health emergencies.

Joining the conversation are Kamala Harris, the U.S. Vice President, Donald Trump, former President, Benjamin Netanyahu, former Prime Minister of Israel, and Narendra Modi, Prime Minister of India. They discuss Harris's rising poll numbers and the impact of an attack on a Greek oil tanker in the Red Sea on global shipping. The talk shifts to Gaza ceasefire negotiations and a potential Trump-Netanyahu call. Modi's diplomatic maneuvers regarding Ukraine also come into play, alongside a contentious free speech debate sparked by Elon Musk's actions in Brazil.

Sim Tack, a military tactics expert, joins the discussion on Ukraine's ongoing conflict with Russia. He shares insights into the logistical challenges Ukraine faces, including air support and ammunition shortages. Tack emphasizes Ukraine's strategic objectives and the motivations behind their military offensives, such as creating negotiation leverage against Russian forces. The conversation also touches on the geopolitical implications of the war and the coordination of Western-supplied weaponry, exploring how these factors could shape the future for both nations.

Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk about whether comparisons to previous bubbles in rail and telecoms are good models for thinking about it going forward.--Timestamps:(00:00) - Intro (01:39) – Nordstream sabotage(04:16) – Monkeypox(11:00) – Government responses(20:20) – Investment implications(26:43) – Artificial Intelligence--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--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: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisorThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp