TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Government

    The Jacob Shapiro Podcast

    The Jacob Shapiro Podcast is a modern geopolitics podcast that wades deep into the machinery of our global systems. We explore not just what happened this week, but why it happened, and what it means for markets, money, and the people living through it.

    Geopolitics is the intersection of geography and politics. Each episode, geopolitical analyst Jacob Shapiro sits down with economists, strategists, scientists, journalists, and people on the ground to follow one story to its roots: the US-China rivalry, Africa’s devastating civil unrest, the war in Ukraine, Latin America’s political realignment, the energy transition, oil and commodity markets, global trade and tariffs, artificial intelligence, food and water security, and the fiscal math behind the dollar. Some conversations start with a headline. Others start with a shipment of lentils, a tanker in the Red Sea, or a warehouse full of used books, and end up somewhere much bigger.

    Jacob is Director of Research at The Bespoke Group and a Stratfor alumnus who advises Fortune 500 companies, institutional investors, and family offices on geopolitical risk. He studied literature and theology before he studied foreign policy, and he approaches the world as a fox, not a hedgehog: curious, contrarian, skeptical of single-cause explanations, and willing to change his mind on air.

    For investors, policymakers, business leaders, and anyone who suspects the news is missing the bigger picture. New episodes weekly.

    (Formerly “Cognitive Dissidents” and “The Perch Pod”)

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Fraying World Order - Intrigue Outloud Crosspost Oct 14, 2023
    Show notes

    On today's Intrigue Outloud, Ethan is joined by Intrigue co-founder John Fowler and Jacob Shapiro, Partner and Director of Geopolitical Analysis at Cognitive Investments, to break down the latest from the conflict in Israel and Gaza, and to consider what the fighting tells us about the state of the world order. Thanks to our sponsor, Millennium Space Systems.

    --

    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


    What You Missed During the War Oct 13, 2023
    Show notes

    Jacob and Rob join forces to catch you up on all the important geopolitical and market developments that the Israel-Palestine war has obscured. They tackle carnage in the U.S. bond market and some very worrying developments in the Chinese economy. From there, they briefly explore gold as an investment opportunity as well as the profile of a good emerging market investment, before closing with thoughts on energy markets.

    --

    Timestamps:

    (00:00) - Intro

    (01:02) – U.S. Treasuries

    (11:14) - Government spending increases... an issue??

    (14:15) – China’s treadmill to hell

    (20:45) - What is recapitalization?

    (24:00) - China's banking consolidation

    (25:46) - Can China use ForEx to wipe out their liabilities?

    (28:00) - Gold

    (34:34) - Emerging markets -> Chile

    (38:55) - Emerging markets -> Turkey

    (45:45) - Emerging markets -> Argentina

    (47:00) – Oil and natural gas

    --

    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 Time Is Different Oct 12, 2023
    Show notes

    Jacob welcomes Kamran Bokhari back to the podcast to discuss the Israeli-Palestinian war. They explore regional considerations, Iran’s role and motive behind supporting Hamas, and consider scenarios for what could happen next.

    --

    Timestamps:

    (00:00) - Intro

    (01:05) - Hamas' tradecraft

    (11:42) - Iran and the West Bank

    (19:00) - How does this affect the image of Hamas and Iran?

    (28:17) - What is next for Iran?

    (34:55) - Does Israel go after Hezbollah?

    (40:40) - Joe Biden's next steps

    (45:44) - Where is Turkey in all of this?

    (51:00) - Egypt's role in this crisis

    (55:51) - The Muslim world's take

    --

    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


    Not The Worst It Can Be: An Israeli Perspective Oct 11, 2023
    Show notes

    Jacob welcomes Israeli geopolitical analyst Nitzan David Fuchs to offer an Israeli perspective on the terrible events of the past few days and the difficult weeks ahead.

    --

    Timestamps:

    (00:00) - Intro

    (03:15) - Israel's intelligence failure

    (08:15) - Israel/Hamas situation update

    (10:20) – Hamas’s intentions

    (17:08) - Is Iran behind this?

    (22:12) - What are Israel's strategic goals?

    (29:33) - How do hostages fit into the situation?

    (36:00) - How long does Israel have to accomplish its goals?

    (38:59) - How will this affect Israel's relationships with Arab neighbors?

    --

    Referenced in the Show:

    Nitzan's Twitter: https://twitter.com/nitzandfux

    Substack: https://nitzangreatgame.substack.com

    Great Game Pod: https://greatgame.blog

    --

    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


    Settling Scores Oct 09, 2023
    Show notes

    Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing in the world geopolitically and all the myriad ways a multipolar world is influencing the balance of power and investment decisions. They close with the best basketball analysis you’ll find anywhere in the U.S. YEAH WE SAID IT!

    --

    Timestamps:

    (00:00) - Intro

    (02:00) – U.S. Elections

    (16:53) – Score settling in geopolitics

    (31:35) – Europe x China relations

    (43:47) – Ideologies under multipolarity

    (50:45) - China and the U.S./investment implications

    (1:00:25) – Over/Under

    (1:06:54)-end – Basketball

    --

    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


    The First Israeli-Palestinian War Oct 08, 2023
    Show notes

    Jacob is in the middle of Mississippi without his fancy microphone, but that doesn’t stop him from recording a reaction to the Hamas attack on Israel and Israel’s declaration of war in response. Jacob tries to compartmentalize the politics and emotion of the situation – a nearly impossible task – to explain what is going on at both a local and regional level and what this escalation in violence will mean.

    --

    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


    Opium War Lessons (For Fentanyl) Oct 06, 2023
    Show notes

    Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. From there, they explore the U.S.-Mexico-China love triangle and what history can and can’t teach us about the future of those three countries. Last but not least is Ukraine’s quest to become the Israel of Eastern Europe and whether Kyiv can produce weapons for itself in sufficient quality and quantity to maintain its counteroffensive against Russia.

    --

    Timestamps:

    (00:00) - Intro

    (01:06) - Oil/Crude

    (07:11) - Macro Context/Bond carnage

    (16:47) - US x Mexico x China relations

    (30:45) - Is the US reliving Chinese history with fentanyl

    (40:50) - Migration and coordination

    (45:00) - Ukraine wants to build its own weapons

    --

    Referenced in the Show:

    The Third Opium War – https://www.cirsd.org/en/horizons/horizons-winter-2019-issue-no-13/the-third-opium-war

    CRS backgrounder on U.S.-Mexico relations – https://sgp.fas.org/crs/row/R42917.pdf

    --

    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


    Agriculture x Geopolitics (RealAgriculture Crosspost) Oct 02, 2023
    Show notes

    Jacob Shapiro and Shaun Haney unpack the India-Canada diplomatic nightmare of the last few weeks and how the Ukraine/Russia war might end.

    Link to RealAg Post: https://www.realagriculture.com/2023/09/frontlines-national-interests-vs-ideology-indian-separatism-and-western-support-for-ukraine/

    --

    CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

    CI Website: https://cognitive.investments

    CI Twitter: https://twitter.com/CognitiveInvest

    Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

    Jacob Twitter: https://twitter.com/JacobShap

    Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

    --

    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).

    --

    Referenced In The Show:

    --

    Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.


    The Politics of Hope Sep 29, 2023
    Show notes

    Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses. From there, they discuss recent problems in the European Union and Mitsubishi Motor’s decision to leave China, before doing a rapid-fire set of topics to close the podcast.

    --

    Timestamps:

    (00:00) - Intro

    (01:20) - Macro Overview

    (19:20) – EU problems

    (25:20) - No optimism in EU

    (36:06) – Japan automakers leave China

    (40:15) - 4 interesting events

    --

    CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

    CI Website: https://cognitive.investments

    CI Twitter: https://twitter.com/CognitiveInvest

    Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

    Jacob Twitter: https://twitter.com/JacobShap

    Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

    --

    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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.


    Hope is the Last Thing that Dies Sep 25, 2023
    Show notes

    Jacob welcomes Daniel Stelter to the podcast to begin his research process into the future of the German economy with a sober conversation with an expert who thinks Germany is a long-term short. Dr. Stelter's take differs greatly from the one we take at CI, and we really enjoyed hearing his perspective on the future of Germany.

    Dr. Stelter is the founder of the German Discussion Forum Beyond the Obvious (www.think-beyondtheobvious.com), focusing on strategic and macroeconomic issues. He has written several books, mostly in German.

    --

    Timestamps:

    (00:00) - Intro

    (05:00) - Why are you pessimistic about Germany?

    (06:04) - Germany's demographic problems

    (09:35) – Germany’s education problems

    (14:00) - Germany's energy problems

    (19:39) - Why is Germany failing in education?

    (25:00) - Why pessimist about German demographic trends ?

    (37:00) - “Deindustrialization” and other fairy tales

    (44:49) - How bad will things get?

    (53:33) - How to fix Germany?

    (57:16) - A few thoughts on the future of the EU

    --

    CI Website: https://cognitive.investments

    Jacob Website: https://jacobshapiro.com

    Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

    Jacob Twitter: https://twitter.com/JacobShap

    Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

    --

    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).

    --

    Referenced In The Show:

    www.think-beyondtheobvious.com

    --

    Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.


    Previous 1 21 22 23 24 25 35 Next

    Related Podcasts

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    1

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    WSJ Your Money Briefing

    2

    WSJ Your Money Briefing Business
    FORTUNE Unfiltered with Aaron Task

    3

    FORTUNE Unfiltered with Aaron Task Business
    FORTUNE OnStage Presents: The Most Powerful Women

    4

    FORTUNE OnStage Presents: The Most Powerful Women Business
    Slate Money

    5

    Slate Money Business
    In The Dark – The New Yorker

    6

    In The Dark – The New Yorker Business News
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights