The Jacob Shapiro Podcast

Perceived Concessions


Listen Later

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
...more
View all episodesView all episodes
Download on the App Store

The Jacob Shapiro PodcastBy Jacob Shapiro

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

158 ratings


More shows like The Jacob Shapiro Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

576 Listeners

Odd Lots by Bloomberg

Odd Lots

1,742 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,056 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,431 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

671 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

364 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

87 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,341 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Forward Guidance by Blockworks

Forward Guidance

280 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

22 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

100 Listeners

Geopolitical Cousins by Jacob Shapiro & Marko Papic

Geopolitical Cousins

37 Listeners