Player FM - Internet Radio Done Right
Checked 13h ago
Aggiunto tre anni fa
Contenuto fornito da Cognitive Investments. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cognitive Investments o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
The Jacob Shapiro Podcast explicit
Segna tutti come (non) riprodotti ...
Manage series 3359112
Contenuto fornito da Cognitive Investments. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cognitive Investments o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
…
continue reading
251 episodi
Segna tutti come (non) riprodotti ...
Manage series 3359112
Contenuto fornito da Cognitive Investments. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cognitive Investments o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
…
continue reading
251 episodi
Όλα τα επεισόδια
×Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. They explore the implications of economic policies, such as the recent jobs report and inflation data, while also dissecting the emotional drivers behind public sentiment on inflation forecasts. The conversation touches upon historical parallels in presidential second terms, underscoring the challenges that may lie ahead for Trump as he navigates a politically divided landscape. -- Timestamps: (00:00) - Intro (00:46) - Naptime and the Economy (22:35) - The Impact of Tariffs on Canada and Mexico (29:29) - The Economic Landscape of Mexico and Canada (45:35) - The Importance of Maritime Choke Points -- Jacob Shapiro Site: jacobshapiro.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…
T
The Jacob Shapiro Podcast
1 #249 - Trumpismo Rising 1:13:25
1:13:25
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
1:13:25Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vote, demographic breakdowns reveal nuanced support, especially among Latino men and younger generations. Elo emphasizes that the Latino population is diverse, and their political alignment is influenced by various factors, including migration stories, geographic locations, and generational differences. The conversation further explores how the political dynamics in the U.S. reflect broader trends in Latin America, suggesting that Trump's brand of populism, or "Trumpismo," may find resonance beyond U.S. borders. The episode concludes with reflections on how these evolving narratives will shape both Latino politics and U.S. relations with Latin America moving forward. -- Timestamps: (00:03) - Intro (01:34) - Analyzing the Latino Vote in the 2024 Presidential Election (22:03) - The Changing Dynamics of Latino Political Support (28:01) - The Impact of Social Media on Political Awareness Among Young Latinos (44:23) - The Evolving Identity of Hispanics in America (58:33) - The Rise of Trumpismo and Its Implications (01:03:41) - The Political Landscape: A Shift in Focus -- 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 returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripple effects of such rhetoric. The conversation also delves into the economic landscape, particularly how anticipated tariffs under a Trump administration could impact U.S. relations with Canada and Mexico, as well as the broader implications for inflation and the labor market. Additionally, Jacob highlights a noteworthy thaw in Japan-China relations, suggesting that Japan may be recalibrating its foreign policy approach amidst changing global dynamics. Finally, the episode touches on Germany's evolving political climate and the potential for impactful reforms as the country navigates its economic challenges. -- Timestamps: Chapters: (00:00) - Intro (we're so back) (03:16) - The Shift in Foreign Policy Perspectives (12:21) - Trump's Foreign Policy (19:34) - Macro-Econ Checkup (25:18) - The Impact of Immigration on Labor Markets and Inflation (35:17) - Shifting Dynamics: US Energy Policy and International Relations (40:54) - Japan's Evolving Foreign Policy (46:47) - The Shifting Political Landscape in Germany (53:11) - The Economic Shift in Germany -- 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…
T
The Jacob Shapiro Podcast
Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. -- Timestamps: (00:00) - Intro (05:30) - Who are the Syrian rebels (17:10) – Turkey + Qatar (27:20) – Kurds (37:40) – Iran and the Houthis (43:44) – Saudis, Jordan, Egypt (50:55) - The death of Islamism -- Kamran Bokhari - https://newlinesinstitute.org/people/kamran-bokhari/ 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal). -- Timestamps: (00:00) - Intro (01:01) – CI Club (05:30) – US and Global Markets (26:33) - France and Europe (35:30) – Middle East (49:13) – South Korea -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
T
The Jacob Shapiro Podcast
1 #245 - Bully Capitalism 1:01:31
1:01:31
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
1:01:31Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative comparisons. From there, they turn to China’s (underwhelming) “stimulus” announcement last week, and close with some thoughts on Japan’s recent election. -- Timestamps: (00:00) - Intro (01:54) - Global Ice Trade (03:56) - Scott Besant's Economic Policies (18:51) - Historical Comparisons and Economic Models (33:21) - The Facade of Dollar Exchange (34:11) - El Salvador's Bitcoin Bet (35:53) - Trump's Cabinet Picks and Policy Clashes (37:08) - China's Economic Strategies and Stimulus (48:23) - Japan's Political Landscape (58:20) - China's Global Investments (59:39) - Concluding Thoughts on Global Dynamics -- Referenced in the Show: Link to application for Club CI: https://bit.ly/club-ci -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything we’ve known about Japanese politics since 2009. To understand what has changed and what is at stake, Jacob is joined by Japan expert Tobias Harris – they chat about changes in Japan and why underestimating Japan is a bad idea. They also discuss Tobias’s recent biography on former Japanese PM Shinzo Abe and his legacy. -- Timestamps: (00:00) - Intro (02:33) - Japan 101 (08:07) – Japanese disaffection (16:26) – Japanese paralysis (19:17) – Zoom out (23:31) – China (31:00) – ROK/Japan (36:45) – Shinzo Abe -- Referenced in the Show: Link to Tobias’s book: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105 -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap Subscribe to the Newsletter: bit.ly/weekly-sitrep -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
T
The Jacob Shapiro Podcast
1 #243 - Trump's Triumph: What the Election Means for America and the World 1:08:03
1:08:03
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
1:08:03Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting the volatility in risk assets and the contrasting performance of renewable energy stocks and traditional industries like steel. The conversation also touches on the evolving political landscape in Germany, where the government is facing significant challenges, potentially reshaping Europe's response to US policy under Trump. Throughout the discussion, there is a critical examination of the term "vibes" and its influence on public sentiment and market behavior, raising questions about how perceptions can drive decisions in uncertain times. -- Timestamps: (00:00) - Intro (01:16) – Rob reaction (07:45) – Market reaction (30:20) – U.S./China (54:00) – Bitcoin (56:15) – Germany and Europe -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
T
The Jacob Shapiro Podcast
1 Four More Years: Trump 2.0 and What Comes Next 2:21:24
2:21:24
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
2:21:24Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode, they discuss what happened in the election, what Trump’s agenda will mean for the economy and markets, how to understand the geopolitical impact…and what his victory might mean for the future of the United States. -- Timestamps: 00:00 - Intro 01:17– Realignment or flash in the pan? 15:25 – Domestic agenda 40:40 – US-China Relations 1:03:40 – Mexico 1:13:20 – Ukraine/EU 1:27:51 – MENA/Iran 1:40:25 – Future of the USA -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Description (replace me) -- Timestamps: 00:01 - Intro 01:14 - Understanding Crime in Latin America 08:30 - Case Study: Guatemala and Its Challenges 19:48 - Emerging Trends in Drug Trafficking 22:54 - The Narco State Concept Explained 31:24 - The Situation in Mexico: Democracy at Risk 44:02 - El Salvador's Authoritarian Shift 45:52 - Peru's Political Instability and Future Outlook 56:03 - Conclusion and Final Thoughts -- Referenced in the Show: https://muse.jhu.edu/pub/1/article/937740/pdf https://www.journalofdemocracy.org/online-exclusive/can-mexicos-next-president-control-the-military/ https://www.americasquarterly.org/article/perus-anti-law-enforcement-turn-is-a-threat-to-regional-stability/ -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House. -- Timestamps: 00:00 - Introduction 02:46 - Election Scenarios and Market Implications 04:43 - Economic Indicators and Predictions 10:06 - Cultural and Political Dynamics 15:40 - Market Reactions and Future Projections 26:52 - Market Reactions to Potential Trump Victory 28:56 - Impact of Fiscal Spending and Inflation 30:39 - Equity vs. Bond Markets 33:42 - Gold, Bitcoin, and Commodities 36:03 - Illegal Gold Mining in Latin America 37:31 - Potential Harris Victory and Economic Policies 41:55 - Historical Perspectives on Economic Policies 46:06 - Investment Strategies Amidst Volatility 50:44 - Long-term U.S. Economic Outlook 56:56 - Concluding Thoughts and Future Outlook -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature to assume that the world is always getting worse. This is that rare bit of content that is entirely optimistic – it invites you to consider that our perception of the world is grounded not in what is actually happening in the world but in how we are programmed to think about it. -- Timestamps: 00:01 - Introduction to Adam Mastriani 00:15 - The Illusion of Moral Decline 00:31 - Human Psychology and Moral Perception 04:38 - Survey Findings on Morality 02:03 - Understanding Cooperation and Negativity Bias 14:03 - Exploring Political Polarization 11:28 - The Role of Social Media in Perception 42:26 - Conclusion: Optimism in a Complex World -- Referenced in the Show: Link to article: https://www.nature.com/articles/s41586-023-06137-x -- 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). -- This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing… and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen their understanding of geopolitics, technology, and personal growth. This episode dives into the structural changes within Cognitive Investments, highlighting Jacob's new role as head of geopolitical research at the Bespoke Group and Rob's position as CIO. They discuss the importance of creating a supportive environment for sharing knowledge and fostering creativity among members, emphasizing the dual tiers of membership that cater to both established professionals and emerging talents. The conversation also touches on the integration of productivity tools and methods from experts like Nareth Carlisle, aimed at enhancing personal effectiveness and well-being. As they explore the vision behind Club CI, Jacob and Rob invite listeners to consider how they can engage with this evolving community. -- Timestamps: 00:00 - Intro 00:56 - What is Club CI? 03:54 - Transitioning to Bespoke Group 09:14 - Building the CI Community 10:12 - Understanding Human Capital Trends 21:37 - The Vision for Club CI 22:09 - The Structure of Club CI 29:01 - Member vs. Fellow Tiers Explained 55:22 - Closing Thoughts and How to Join -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
T
The Jacob Shapiro Podcast
1 #238 - The Future of the Middle East: Reflections on a Year of Conflict 1:01:53
1:01:53
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
1:01:53Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and Chile, before turning to more traditional topics like the U.S. economy. They close with a few bright spots…and a dumpster fire in Pakistan. -- Timestamps: 00:01 - Intro 00:55 - Reflections on October 7, 2023 03:49 - The Impact of Global Events on Trade 09:00 - The Situation in Iraq and Food Self-Sufficiency 29:28 - Economic Growth and Innovation in Developing Countries 29:38 - Concerns about Ireland's Economic Future 51:30 - Analyzing Pakistan's Economic Challenges 01:00:35 - Conclusion and Final Thoughts -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Rob and Jacob take a step back from a crazy week to talk about some of the other stories that have been outshone by the explodey events of the week: port strikes in the U.S., the pitfalls of protectionism, Brazilian success, insurance markets, and more. The podcast delves into the significant labor unrest currently affecting ports on the Gulf and East Coast of the United States, marking the first major strike since 1977. Jacob Shapiro and Rob Larity explore the implications of this strike, particularly its potential impact on the supply chain during the crucial holiday shipping season and the broader economic consequences, including inflationary pressures. They draw parallels to past labor movements and discuss the evolving dynamics of labor and production in the U.S., highlighting the challenges posed by automation and protectionist policies. The conversation also touches on the geopolitical context, emphasizing how current events in the Middle East and elsewhere are intertwined with domestic labor issues. Furthermore, they reflect on the inadequacies of insurance coverage in light of recent flooding in North Carolina, illustrating the hidden vulnerabilities within both personal and corporate risk management. -- Timestamps: 00:01 - Intro 00:47 - Port Strikes in the US and Historical Context 09:50 - Impact of Port Strikes on Supply Chains 39:57 - Insurance and Risk Management Insights 53:25 - Brazil's Economic Situation and Credit Ratings 54:55 - Conclusion and Final Thoughts -- 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: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.