The Jacob Shapiro Podcast

Akshar Patel discusses caste, Hindutva, and Indian politics with Jacob. They cover the influence of religion and caste on Indian politics, the upcoming elections in India, and Modi's transformation of the country. The conversation also touches on farmers, soldiers, and the dynamics between ideologues and identitarians in Indian politics, offering insights into India's future.

Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end about why buy&hold might be a strategy of a bygone era.--Timestamps:(00:00) - Intro(01:01) - Markets Check-In(10:45) – Inflation expectations and why consumers are so mad(19:14) - Weird wage growth numbers(25:43) - Fed response(34:50) – Inflation and markets are out of control + volatility clusters--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe 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

Political analyst Kamran Bokhari discusses the potential aftermath of Ebrahim Raisi's death in Iran, including succession uncertainties, conspiracy theories, and the weakening of the Supreme Leader. They also touch on the chances of an Iranian civil war and the geopolitical dynamics in the Middle East involving Houthis, Gaza, and Jordan.

From turning bearish on the US to discussing China/India markets, geopolitics in Europe, and analysis of the NBA, this podcast covers a wide range of topics. They touch on Russia's defense minister, Trump's Mexico policy, and predictions for the NBA game seven. With insights into market trends and player performances, this episode keeps the audience engaged and informed.

Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the one that is being missed (a failed coup attempt in the DRC).--Timestamps:(00:00) - Intro(01:00) - Iran(12:36) - Attempted Coup in DRC--Referenced in the Show:--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe 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

Celebrating 200 episodes, hosts dive into Brazil flooding, US utilities, and new tariffs on Chinese goods. They discuss cognitive biases in investing, current events, and the risks in the electricity sector. Insightful analysis for strategic decision-making.

Dale Copeland, author of 'A World Safe for Commerce', shares insights on dynamic realism and discusses U.S.-China relations. They debate the possibility of a Chinese invasion of Taiwan and how it could be a self-fulfilling prophecy. The conversation touches on the conditions for Dale's theory, multipolar vs. bipolar world, and the strategies to avoid a U.S.-China war.

Jacob, an expert on Brazil's flooding, discusses its implications. He talks about housing insurance in the US, cocoa, coffee, and Mexico. Insights on natural disasters and global impacts are highlighted in an engaging manner.

Discussing China's growth rates, Macron's ambitions, and protectionism in the steel industry. Exploring US investors, French leadership, and global economic cycles. Analyzing Europe's market sentiment and steel industry overcapacity. Delving into the significance of inexpensive steel and quality products.

Sanaa Kamal, a Gaza-based Palestinian journalist in Egypt, shares her harrowing escape to Cairo and perspective on the current conflict. She discusses the state of Palestinian refugees, peace possibilities, Hamas, and ending the conflict. Her resilience and optimism amidst adversity are inspirational.