Notice: This is the last episode that we'll be cross-posting on the JShap Show Channel! For details on this episode and further off the wall updates, follow Geopolitical Cousins wherever you get your podcasts!! Helpful Link - https://feeds.captivate.fm/geopolitical-cousins/ This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Vance hosted Jacob on his podcast – so only fair that Jacob should return the favor! Vance and Jacob talk about early returns on Trump administration policies for U.S. and Canadian farmers. They discuss the virtues and pitfalls of Bitcoin, and close with some heartfelt thoughts on insights Vance has derived from interviewing hundreds of people about the most meaningful aspects of their life. -- Timestamps: (00:00) - Intro (00:01) – Response to U.S. politics (11:45) – Biofuels (14:32) – Debt/land prices (18:04) – RFK Jr, eggs, making waves (30:42) – Will USDA have power over processing? (32:30) – Bitcoin (47:50) – Making the meaning they lack -- Referenced in the Show: Link to first Jacob/Vance episode: https://podcasts.apple.com/us/podcast/geopolitical-shifts-from-nato-to-canada-the-world-is/id1463771076?i=1000693451758 Vance’s website: https://www.vancecrowe.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Economic Reactions (04:56) - Market Reactions and Negotiation Strategies (07:02) - Uncertainty and Global Trade Dynamics (07:45) - Historical Context and Strategic Analysis (10:15) - Geopolitical Implications and Future Scenarios (13:15) - US Fiscal Policy and Global Trade War (30:57) - Potential Outcomes and Congressional Actions (35:20) - Biden's Missed Opportunity with Trade (36:04) - Challenges in US Trade Negotiations (37:44) - Inflation and Tariffs Debate (40:19) - Recession Concerns and Economic Adjustments (41:11) - Tariffs and Their Impact on American Manufacturing (43:09) - China's Military Exercises and Taiwan (44:30) - Debating China's Intentions with Taiwan (52:03) - Part 2 with Matt Gertken (54:48) - Trump's Third Term Speculation (01:06:44) - Reflecting on Beginnings and Career Paths (01:07:52) - The Impact of Leadership on Markets (01:10:52) - Comparing Political Systems: US, China, and Russia (01:13:11) - The Future of American Democracy (01:17:19) - Media Manipulation and Political Spectacle (01:20:50) - The Role of the Supreme Court (01:32:57) - European Politics and the Far Right (01:42:31) - Concluding Thoughts on Geopolitics -- Referenced in the Show: Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac...

We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day! -- Timestamps: (00:00) - Introduction (02:54) - Trade Policies and Tariffs (05:56) - Impact of Tariffs on Businesses (16:01) - Congressional Role in Tariff Decisions (21:53) - Sanctions vs. Tariffs (28:07) - Shifting Financial Sanctions and Tariffs (29:32) - US-Venezuela Relations: Regime Change and Mixed Signals (31:22) - Trump's Foreign Policy Goals with Russia (32:30) - Impact of Sanctions on US Domestic Politics (37:59) - USMCA Renegotiation and Tariff Strategies (42:44) - Nearshoring Challenges and Critical Minerals (47:33) - Currency Adjustments and Global Trade Dynamics (52:04) - UK's Trade and Foreign Policy Post-Brexit -- Referenced in the Show: Link to Rachel’s Substack: https://rziemba.substack.com/ Link to Peterson report mentioned in podcast: https://www.piie.com/commentary/testimonies/evidence-costs-and-benefits-economic-sanctions -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob welcomes Georgi Engelbrecht on to the podcast for the first time to discuss the importance of the Philippines, why it matters, its relationship with China, and the Duterte-Marcos rivalry that is reverberating throughout the democratic world. -- Timestamps: (00:00) - Introduction and Guest Introduction (02:22) - Life and Work in the Philippines (04:27) - Geopolitical Importance of the Philippines (05:49) - Historical and Cultural Context of the Philippines (08:56) - Philippines-China Relations and South China Sea Disputes (20:10) - Duterte's Foreign Policy and Its Impact (28:12) - Navigating US-Philippines Relations (28:54) - Economic Ties and Trade Dynamics (29:57) - Strategic Alliances and Regional Security (34:09) - Domestic Challenges and Economic Growth (36:58) - Political Drama and Duterte's ICC Trial (43:26) - Public Perception and Future Implications (52:23) - Concluding Thoughts and Reflections -- 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 -- 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob and Rob squeeze in a quick episode to reality-check some of the media narratives out there about an imminent recession, copper prices, and the U.S. dollar. From there, they cast their eyes toward emerging markets, looking at events in Brazil, Indonesia, India, and Turkey, and concluding that things still look good in a multipolar world…as long as you have an appropriate level of risk tolerance. They close with specific thoughts on the Indian market. -- Timestamps: (00:00) - Intro (01:20) – Profit recession (13:10) – Copper (16:32) – The direction of the USD (20:34) – Multipolar investing (28:11) – India and Shorting (37:47) – Parisian vibe check -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listen You can also such look up "Geopolitical Cousins" on your favorite podcast provider. This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, drafting teams of 7 for the top geopolitical sports moments in history. Timestamps: (00:00) - Intro (01:00) - Iran (31:00) - Turkey (46:00) – Indonesia (58:00) – China (1:09:00) - Geopolitical Draft -- 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 -- 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

NEW FEED: https://geopolitical-cousins.captivate.fm/listen You can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the goat rodeo! The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the future of Canada, Europe, and inflation look like in a land of all sticks and no carrots. -- Timestamps: (00:00) - Intro (01:30) - Approach and Precepts (11:40) – Net Assessments (19:24) – Multipolarity (35:09) – US Exceptionalism, China, and US Fiscal Policy (43:24) - Canada-US Trade Tensions (48:22) – Inflation and pain thresholds (53:07) – Europe's Awakening and Defense Strategies -- Referenced in the Show: NEW FEED: https://geopolitical-cousins.captivate.fm/listen -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Trump’s tariff policy is all over the place - Ton, off, then back on again. Markets don’t like uncertainty, and Jacob' sister is even texting him about stocks. China? Barely flinching. Europe? Actually getting its act together, with Germany and Poland leading the charge. Meanwhile, Turkey’s making moves, the Kurds are recalibrating, and Iran’s back in the mix. -- Timestamps: (00:00) - Intro (00:40) - Sister Index (05:40) - Impact of US Tariffs and Trade Policies (08:46) - Trump Administration's Policy Analysis (14:38) - Lumber Test Case (24:52) - China's Response to US Tariffs (34:18) - Germany's Defense and Fiscal Policies (35:08) - Poland's Military and Political Moves (36:39) - France's Political Climate (38:02) - Europe's Industrial and Manufacturing Strength (40:48) - EU's Strategic Moves and Turkey Relations (46:42) - Italy's Political Dynamics and Starlink Controversy (48:41) - Poland's Geopolitical Strategy (53:50) - Turkey's Position and Regional Developments (01:05:34 Conclusion and Final Thoughts -- Referenced in the Show: FP article link: https://foreignpolicy.com/2025/03/07/europe-heavy-industry-trump-us-competition/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob Shapiro and Cornell Assistant Professor Wendong Zhang discuss tariffs from an objective perspective: Who will they impact? How much? How does that change based on different scenarios? If you are looking to be convinced of whether tariffs are good policy or not, seek another podcast; if what you desire is objective analysis about the potential impact of tariffs both good and bad, you have come to the right place. -- Timestamps: (00:00) - Intro (03:33) - Tariffs and Trade Wars (07:54) - Impact of Tariffs on Various Economies (18:33) - Retaliation and Sector-Specific Impacts (27:48) - Global Trade War Scenarios (36:52) - Future of Trade Policies (44:10) - Conclusion -- Referenced in the Show: Wendong's Paper - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5113925 Wendong's Site - https://wendongzhang.weebly.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's position, the viability of continued U.S. support, and the shifting dynamics in global geopolitics. Watch the full clip of the meeting below-> Full link: https://www.youtube.com/watch?v=kEOv4x_FIsc -- Timestamps: (00:00) - Intro (00:42) - Setting the Scene and Marko's Take (08:19) - Historical Context and Jacob's Take (17:04) - Will Russia Turn? (26:38) - Europe's Future in the Balance (29:22) - Does it Matter if Trump Abandons Europe?  (34:48) - NATO's Purpose and American Interests (37:06) - Germany's Military History and Current Perception (41:45) - The Multipolar World and American Primacy (Trump and Obama) (50:45) - Zelensky's Leadership and Ukraine's Future -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China, Germany, and Europe than others, and warn about signals that suggest President Trump’s honeymoon economy period is nearing its end. -- Timestamps: (00:00) - Intro (01:15) – Checking in on Mr. Market (12:11) – International Market Over-performance (13:11) – Germany and the Future (22:03) - ...What about the European Union? (23:03) - The EU and India (26:21) - China and the Taiwan Question 35:14-end – China, Taiwan etc. -- 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 -- 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in a deglobalizing world where demand for materials has literally never been more intense. -- Timestamps: (00:00) – Intro (05:25) – Government priorities (11:12) – China and critical minerals (21:32) – Economics of mineral refining (31:27)– Social license to operate (38:19) – Feasibility of climate friendly goals (43:34) – Aluminum and REE case studies (52:35) – Food for thought -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the Middle East. -- Timestamps: (00:00) - Intro (01:30) – Gravity of the moment (12:30) – Will Russia invade the Baltics? (19:10) – Turkey & the Black Sea (33:00) – Germany (40:25) – China (50:38) – Iran and the Middle East -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and protect their time. Narath explains some of the science and context around informatics, human flourishing, and deep success. Rob and Jacob share some of their successes and failures in working with Narath. The group closes by talking about how to protect time in a world that seems determined to steal it from us. -- Timestamps: (00:00) – Intro (03:04) - Narath (15:36) – Geography of wellness (28:18) – Informatics and human flourishing (48:28) – Making goals (01:00:04) – Rob and Jacob share experiences (01:18:43) – How to stay positive -- Referenced in the Show: Link to MakeTimeFlow: https://www.maketimeflow.com/about/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential ramifications of this dismantling on U.S. global influence and strategic interests. -- Timestamps: (00:00) - Intro (02:32) - The Origins and Controversies of USAID (05:39) - The Founding Principles of USAID (11:20) - Altruism by Un-Design (24:08) - The Future of Foreign Aid: The End of USAID (28:46) - The Impact of USAID on Global Health and Migration (37:46) - Analysis of Foreign Aid's Long-Term Impact (45:03) - The Impact of USAID Dismantlement (49:23) - The Impact of Direct Aid: A Personal Story -- Referenced in the Show: Lewis Lucke episode link: https://getpodcast.com/dk/podcast/covid19-a-fresh-look/44-ambassador-lewis-lucke_b67e81e8a5 -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific Decadal Oscillation (PDO), and finish on weather conditions in Europe and India. -- Timestamps: (00:00) - Intro (01:00) - Snow in the gulf (5:30) – Weak La Nina (11:20) – US Forecast 2025 (18:40) - Negative Pacific Decadal Oscillation, South America (26:00) – Europe (31:05) – India (33:50) – Drought -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

-- Timestamps: (00:07) - Intro (00:30) - Monetize the asset side of the balance sheet (17:18) - Bitcoin (25:00) - Debt (32:17) - Macro looks at England, India, Brazil, China (41:40) - Indonesia's Future: Opportunities and Risks (53:42) - Gaza and Analyzing Trump's Negotiation Strategy -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end. -- Timestamps: (00:00) - The Evening Special (03:33) - Unexpected Developments (18:14) - The Implications of Tariffs and Negotiations (28:14) - Geopolitical Implications of Tariffs (36:23) - The Multipolar World and America's Strategic Position (49:39) - The Shifting Dynamics of Global Power (01:00:40) - Geopolitical Perspectives on the Ukraine Conflict (01:07:08) - The Future of Ukraine and Russia's Strategy (01:18:41) - The Future of Luka Doncic: Challenges and Opportunities (01:28:06) - Introducing Geopolitical Cousins: A New Podcast -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscribe 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp