The Jacob Shapiro Podcast

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. They explore the implications of economic policies, such as the recent jobs report and inflation data, while also dissecting the emotional drivers behind public sentiment on inflation forecasts. The conversation touches upon historical parallels in presidential second terms, underscoring the challenges that may lie ahead for Trump as he navigates a politically divided landscape. --Timestamps:(00:00) - Intro(00:46) - Naptime and the Economy(22:35) - The Impact of Tariffs on Canada and Mexico(29:29) - The Economic Landscape of Mexico and Canada(45:35) - The Importance of Maritime Choke Points--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.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).--

Elohim Monard, an expert on Latino politics, shares insights into the shifting Latino vote in the U.S., especially among younger voters. He reveals that Trump's appeal has increased, with 40% support from Latinos, driven by diverse factors like migration stories and generational shifts. The conversation dives into the complexities of Latino identities and how social media influences political awareness. Elohim also connects these dynamics to broader trends in Latin America, suggesting that Trump's populism, or 'Trumpismo,' might resonate beyond U.S. borders.

Jacob returns with insights on Trump's provocative military comments and their geopolitical implications. He humorously connects past fantasies about invading places with present-day rhetoric. The discussion shifts to the economic landscape, highlighting how proposed tariffs could reshape U.S. ties with Canada and Mexico. Notably, there's a thaw in Japan-China relations as Japan rethinks its foreign policies. Germany's political shifts also come into focus, hinting at possible reforms amid economic challenges.

Kamran Bokhari, a geopolitics expert from the Newlines Institute, joins to delve into the surprising downfall of the Assad regime. He breaks down the complexities of Syrian rebel factions and their foreign backers, highlighting Turkey’s critical involvement. The discussion shifts to Iran's waning influence and the rise of Kurdish nationalism, alongside the intricate relationships among regional powers like Saudi Arabia and Turkey. Bokhari also examines the decline of Arab nationalism and Islamism, shedding light on their struggles in today's fragmented Middle East.

Discover a mix of intriguing global insights as Jacob shares thoughts on the latest market shifts and the rise of Bitcoin. Dive into the political turbulence in France and its implications for the EU, and uncover the complexity of Turkey's evolving role in Syrian geopolitics. Additionally, South Korea's political turmoil sparks discussions on future foreign relations and economic impacts. The conversation weaves together diverse topics, offering a nuanced view of the interconnected world.

The podcast dives into President-elect Trump’s cabinet picks and their potential impact on economic policy. It highlights the unexpected niche market for purified ice traded between Japan and the U.S. There's a provocative discussion on how the U.S. might use financial tactics, likening them to historical strategies. The hosts critique China's recent underwhelming stimulus announcement while exploring Japan's political landscape. They also touch on El Salvador's Bitcoin investments and the complexities surrounding the U.S. dollar's role as a global reserve currency.

Tobias Harris, a leading expert on Japanese politics and author of "Iconoclast: Shinzo Abe and the New Japan," joins the discussion to unpack Japan’s recent political upheaval following its latest elections. He emphasizes the significance of underestimating Japan's evolving landscape. The conversation dives into the rise of Shigeru Ishiba as prime minister, the complexities of Japan's relationship with China and South Korea, and the lasting legacy of Shinzo Abe on the current political scene. Expect insights that challenge your perceptions of Japan!

Jacob and Rob dissect Donald Trump's unexpected electoral win and its ripple effects on the economy and markets. They examine the mixed sentiments in the US and Europe, noting investor reactions and the volatility of risk assets. The discussion highlights the steel industry's influential role amidst market shifts and scrutinizes public perceptions that impact decision-making. Additionally, they delve into the political upheaval in Germany, exploring how changing dynamics may alter European responses to American policies.

Marko Papich, a contributor to BCA Research known for his insights on global markets and geopolitics, joins the discussion on Trump's potential second term. They analyze how the election's outcome could reshape the U.S. economy and international relationships. Topics include Trump's domestic agenda, evolving U.S.-China relations, and the geopolitical ramifications of ongoing conflicts in Ukraine and the Middle East. The conversation also touches on political realignment and the impact of party affiliation in shaping American identity.

Will Freeman, a Fellow for Latin American Studies at the Council on Foreign Relations, dives deep into the troubling dynamics of organized crime in Latin America. He discusses the surge in illegal gold mining and cocaine production, and how these industries fuel global challenges. Freeman explores the concept of 'anarcho-states,' where crime and governance intertwine, risking democratic stability. He also analyzes the shifting political landscapes in Mexico, Peru, and El Salvador, providing insights on their future amidst rising authoritarianism and public unrest.