Эпизоды
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Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil.
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Timestamps:
(00:00) - Intro
(01:22) - Paulo’s view
(13:05) – US elections
(19:32) – Oil
(33:08)– China
(41:20) – Grains
(51:10) – Brazil
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Referenced in the Show:
Link to Paulo’s Substack: https://substack.com/@paulomacro
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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).
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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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and Mexico’s judicial reforms. The overall theme of the podcast, despite a general overtone of paranoid dystopianism from the week’s events, is the slow and steady breaking of rules and norms in so many aspects of global politics and trade.
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Timestamps:
(00:00) - Intro
(02:05-10:00) – Fed
(09:10) – BIOSECURE Act
(22:23) – Hezbollah and Israel
(42:51) – Mexico’s judicial reforms
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Пропущенные эпизоды?
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Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the faceoff between Elon Musk and Brazil.
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Timestamps:
(00:00) - Intro
(00:40) – Fargo
(19:50) – Briancon
(30:00) – Brazil vs X
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal frameworks that apply including WHO’s emergency declaration, how they are being applied, and how they are/should be reformed.
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Timestamps:
(00:00) - Intro
(01:30) - Mpox emergency declaration
(06:30) - Needs v. realities
(12:56) - How does the WHO actually work? Who pays for the vaccines?
(22:30) – International Health Regulations and Global Pandemic Treaty
(33:55) – Pitfalls of international law
(41:30) – How to build trust in institutions
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Referenced in the Show:
https://www.scientificamerican.com/article/the-world-desperately-needs-a-new-pandemic-treaty/
https://www.nejm.org/doi/full/10.1056/NEJMp2410395.
https://www.nytimes.com/2024/08/21/opinion/mpox-vaccines-africa-pandemic.html
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on the growing tensions between Israel and Hamas amidst rumors of a call between Donald Trump and Benjamin Netanyahu. Narendra Modi's significant visit to Ukraine highlights changing geopolitical dynamics, while Elon Musk's controversy with Brazil over censorship broadens the conversation to global tech regulation. The episode concludes with an over/under segment, providing predictions on pressing issues like the Gaza ceasefire and Canada's railroad strike.
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Timestamps:
(00:00) - Intro
(01:34) - Kamala Harris' Poll Numbers and Media Coverage
(04:05) - On-the-Ground Insights from Chicago
(08:56) - Red Sea Tanker Attack and Global Shipping Disruptions
(14:37) - Gaza Ceasefire Negotiations and Trump-Netanyahu Call
(20:00) - India's Diplomatic Moves and Arms Import Strategy
(25:18) - Elon Musk's Twitter Tantrum in Brazil
(30:22) - Over/Under Predictions and Wrap-Up
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivations behind the invasion, including creating negotiation leverage and affecting Russian forces' deployment. The conversation also delves into broader geopolitical implications, including Ukraine's coordination of Western-supplied weaponry and the potential long-term impacts on Russia and Ukraine's capabilities.
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Timestamps:
(00:00) - Intro
(01:14) Welcoming SimTac and Initial Thoughts on Ukraine
(02:06) - Ukraine's Recent Military Actions
(07:15) - Russian Air Power and Tactical Challenges
(14:54) - Ukraine's Strategic Objectives
(25:02) - Future of the Conflict and Military Leadership
(32:58) - European Sentiment and Infrastructure Threats
43:49) - Conclusion and Contact Information
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
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.
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Timestamps:
(00:00) - Intro
(01:39) – Nordstream sabotage
(04:16) – Monkeypox
(11:00) – Government responses
(20:20) – Investment implications
(26:43) – Artificial Intelligence
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Matthew Pines rejoins the podcast to talk about the virtue of Bitcoin as a part of U.S. national security policy. Come for the philosophical discussion on Bitcoin and the role of the U.S. dollar – stay for Matt’s updates on aliens at the end.
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Timestamps:
(00:00) - Intro
(03:00) - Bitcoin
(12:55) – Philosophical considerations
(27:05) – Rails / assets
(40:37) – China’s ability to exploit vulnerabilities
(50:30) – Aliens
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics.
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Timestamps:
(00:00) - Intro
(00:41) - Market Madness: A Week of Financial Turbulence
(02:46) - Understanding Market Volatility
(08:37) - Investment Strategies in Volatile Markets
(19:18) - Bangladesh Political Crisis
(28:26) - Bangladesh's Garment Industry Resilience
(29:15) - Global Apparel Export Dynamics
(30:48) - Challenges in Textile-Dependent Economies
(33:52) - Bangladesh's Economic and Political Landscape
(36:05) - Innovations in Semiconductor Manufacturing
(37:53) - Investment Implications in Technology
(42:21) - The Future of Semiconductor Giants
(47:37) - Intel's Struggles and Market Sentiment
(50:16) - Paris Olympics Highlights
(54:22) - Conclusion and Disclaimers
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Rob talk briefly about emerging markets and a return to orthodox economic policies in places like Ethiopia, Nigeria, and Egypt. After a brief digression into the Bank of Japan’s decision to raise interest rates, they spend the rest of the podcast discussing a study that looked at the impact of direct cash transfers on labor supply and quality – and what it means that the key takeaway was that people want to have fun.
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Timestamps:
(00:00) - Intro
(01:47) - CI Club Concept
(05:45) - Global Geopolitical Updates
(07:38) - Focus on Nigeria and Ethiopia
(13:51) - Economic Strategies and Challenges
(17:49) - Japan's Economic Policies
(20:50) - Unconditional Cash Transfers Study
(29:05) - Challenges in U.S. Immigration and Workforce
(29:34) - Anecdotes on Job Market Shifts
(31:23) - Decline in Male Labor Force Participation
(34:57) - Universal Basic Income Study Findings
(40:34) - Philosophical Implications of Leisure
(44:29) - Automation and Future of Work
(46:47) - Starbucks Earnings and Service Quality
(48:06) - Historical Context and Policy Reflections
(55:59) - Concluding Thoughts and Reflections
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob welcomes Elohim Monard back to the podcast for an emergency conversation about the deteriorating situation in Venezuela. While they both bring idealism to the conversation, it is hard to conclude that the current situation will lead to change – and that instead it will empower rogue elements, criminal enterprises, and authoritarian regimes around the world.
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Timestamps:
Coming Soon (Jacob the Producer is sick rn)
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Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the world you’re missing because Trump and Harris are sucking up the headlines. They discuss Mexico trade relations, signals of change in Cuba and Venezuela, and major developments in Egypt and Vietnam, before closing with some bullishness on Japan.
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Timestamps:
(00:00) - Intro
(01:50) - Kamala
(05:55) – Mexico/Brazil/China
(17:15) – Cuba and Venezuela
(33:00) – Egypt
(43:51) – Vietnam
(47:50) – Japan
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and currency devaluation if Trump wins, as appears increasingly likely. They close with thoughts about CHina and why they are optimistic about the future.
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Timestamps:
(00:00) - Intro
(00:50) – Assassination in U.S. history
(19:00) – Tariffs
(34:00) – Devaluing the dollar
(50:50) – China
(59:05) – Optimism, scenarios, and why the Fourth Turning is bullshit
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring, but stay with us – not only do we make it geopolitical, we make it philosophical, interesting, and relevant. Come for the intersection of politics and planning, but stay for the important points about privacy at the end as well.
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Timestamps:
(00:00) - Intro
(00:28) - Overview of Trusts and Geopolitical Context
(02:59) - Historical Origins of Trusts
(10:09) - Modern Trust Structures and Legal Nuances
(15:33) - Revocable vs. Irrevocable Trusts
(19:08) - Categories and Types of Trusts
(29:12) - Understanding Revocable Trusts
(29:34) - The Role of Trustees and Asset Protection
(29:53) - Privatizing Decision Making with Trusts
(30:41) - Irrevocable Trusts and Third-Party Trustees
(32:31) - Who Needs a Revocable Living Trust?
(33:38) - The Probate Process and Intestate Succession
(35:32) - The Importance of Structured Estate Planning
(38:16) - Advanced Estate Planning Strategies
(41:13) - Demographics and Estate Planning
(52:00) - The Impact of the Corporate Transparency Act
(54:38) - The Importance of Privacy in Estate Planning
(59:10) - Concluding Thoughts and Final Advice
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.
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Timestamps:
(00:00) -Intro
(00:39) - Weekly Chat with Rob: Catching Up
(01:17) - Inflation Discussion: Latest CPI Print
(03:36) - US Economic Slowdown: Service Sector and Manufacturing
(06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand
(14:02) - Misallocation of Resources and Policy Volatility
(16:27) - US Election Impact on Economic Policies
(23:12) - Trade Tensions Under Biden vs. Trump
(24:08) - Populism and Global Political Trends
(25:44) - The Revolt of the Masses: Historical Context
(26:48) - Authority Structures and Information Democratization
(27:51) - French Elections: A Case Study
(29:58) - The Importance of Reading Books
(31:49) - Populism and Its Manifestations
(33:59) - Country-Specific Political Dynamics
(39:32) - Investment Strategies in Uncertain Times
(42:47) - Final Thoughts and Recommendations
(47:06) - Disclaimer and Legal Information
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and Jacob talk about the election results, discuss what is next for France and Europe, and close with some spicy thoughts on lap swimming etiquette in ville lumière.
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Timestamps:
(00:00) - Introduction and Welcome
(00:59) - French Elections Recap
(02:10) - Election Results Analysis
(03:46) - The Republican Wall and Far-Right Dynamics
(09:08) - Future of French Politics
(15:56) - Macron's Presidency and Reforms
(23:34) - European Parliament and Far-Right Alliances
(28:12) - Rassemblement Nationale Under Investigation
(29:07) - European Far-Right Movements
(29:55) - Contrarian View on Democracy
(31:29) - Maloney's Unique Position
(32:27) - French Enthusiasm Against Fascism
(38:03) France's Relationship with the EU
(46:28) - Irish Politics and Public Sentiment
(49:40) - Swimming Culture in France
(51:07) - Conclusion and Disclaimers
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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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).
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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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob N. Shapiro from Princeton University to chat about disinformation, overhyped fears of AI, the impacts of social media on mental health, and the political and economic implications of China's Belt and Road Initiative. They also delve into worries surrounding the U.S. election's election staff safety, and the future of media trust. We hope you enjoy :)
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Timestamps:
(00:00) - Introduction and Podcast Rebranding
(02:30) - The Jacob Shapiro Confusion
(05:00) - Interview with Jacob N. Shapiro
(07:15) - Concerns About Disinformation
(09:45) - The Role of Technology in Disinformation
(12:20) - Historical Revisionism and AI
(15:35) - TikTok and Social Media Influence
(20:10) - Mental Health and Social Media
(25:00) - The Future of Trusted News Sources
(30:00) - The Impact of Gen AI on Journalism
(35:00) - Shift to National News and Its Effects
(40:10) - Economic Models for News Industry
(45:00) - Challenges in Monetizing Quality Content
(50:30) - Political Polarization and Media
(55:45) - Election Concerns in the U.S.
(01:00:00) - Foreign Interference and Election Security
(01:05:50) - Interstate vs. Intrastate Conflicts
(01:10:30) - China's Influence and Global Competition
(01:15:00) - El Salvador's Bukele and Regional Politics
(01:20:00) - Commencement Address Principles
(01:25:00) - Closing Remarks and Disclaimers
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Referenced in the Show:
Where Americans get their News: https://www.pewresearch.org/short-reads/2023/11/15/more-americans-are-getting-news-on-tiktok-bucking-the-trend-seen-on-most-other-social-media-sites/
Independent Affiliation: https://news.gallup.com/poll/548459/independent-party-tied-high-democratic-new-low.aspx
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Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable -... -
Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry.
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Timestamps:
(00:00) - Intro
(01:45) - GLP-1s and Ozempic
(10:50) - Health consciousness
(28:45) - Individualized healthcare
(37:25)-end - The future of biotech
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on geopolitics modeled after the popular sports analysis show Pardon the Interruption on ESPN. Their goal? To bring you honest, objective, rigorous geopolitical analysis on the week’s most critical topics with irony, humor, and humility…and all in 30 minutes or less. Impossible you say? Perhaps! But we are trying anyway. Enjoy the show, share your feedback with us, and check out our friends at International Intrigue, they are doing great work. See you on the Dark Side of the Moon.
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Timestamps:
(00:00) - Intro
(01:45) – Assange
(06:45) – Bolivia’s failed coup
(10:30) – Chinese lunar probe
(14:45) – Kenya’s protests
(19:00) – The Biden-Trump debate
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Referenced in the Show:
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp -
Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America. They discuss the reasons behind the increase of crime in the region, how it ties into migration, why strongmen like Bukele are so fascinating to geopolitical nerds everywhere…and why pessimism might be the answer to attacking crime head on.
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Timestamps:
(00:00) - Intro
(00:23) - Why is crime increasing?
(02:11) - tatistics on Violence in Latin America
(03:16) - Migration and Its Complexities
(04:41) - The Paradox of US-Latin America Relations
(06:56) - Root Causes of Crime in Latin America
(17:14) - Transnational Crime Networks
(21:48) - Local Control and Government Response
(33:46) - The Bukele Approach to Crime
(40:05) - The Challenge of Rule of Law in Latin America
(41:14) - Mexico's Approach to Crime and Militarization
(42:07) - The Paradox of Democracy and Authoritarianism
(43:44) - Criminal Organizations and Government Control
(46:49) - The Role of Criminal Groups in Society
(01:00:31) - The Need for Transnational Solutions
(01:07:53) - The Impact of the Pandemic on Crime
(01:10:17) - The Venezuelan Crisis and Regional Instability
(01:18:43) - Concluding Thoughts on Crime and Governance
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe 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 advisor
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp - Показать больше
