The Jacob Shapiro Podcast

Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob N. Shapiro from Princeton University to chat about disinformation, overhyped fears of AI, the impacts of social media on mental health, and the political and economic implications of China's Belt and Road Initiative. They also delve into worries surrounding the U.S. election's election staff safety, and the future of media trust. We hope you enjoy :)

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Timestamps:

(00:00) - Introduction and Podcast Rebranding

(02:30) - The Jacob Shapiro Confusion

(05:00) - Interview with Jacob N. Shapiro

(07:15) - Concerns About Disinformation

(09:45) - The Role of Technology in Disinformation

(12:20) - Historical Revisionism and AI

(15:35) - TikTok and Social Media Influence

(20:10) - Mental Health and Social Media

(25:00) - The Future of Trusted News Sources

(30:00) - The Impact of Gen AI on Journalism

(35:00) - Shift to National News and Its Effects

(40:10) - Economic Models for News Industry

(45:00) - Challenges in Monetizing Quality Content

(50:30) - Political Polarization and Media

(55:45) - Election Concerns in the U.S.

(01:00:00) - Foreign Interference and Election Security

(01:05:50) - Interstate vs. Intrastate Conflicts

(01:10:30) - China's Influence and Global Competition

(01:15:00) - El Salvador's Bukele and Regional Politics

(01:20:00) - Commencement Address Principles

(01:25:00) - Closing Remarks and Disclaimers

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Referenced in the Show:

Where Americans get their News: https://www.pewresearch.org/short-reads/2023/11/15/more-americans-are-getting-news-on-tiktok-bucking-the-trend-seen-on-most-other-social-media-sites/

Independent Affiliation: https://news.gallup.com/poll/548459/independent-party-tied-high-democratic-new-low.aspx

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Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry.

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Timestamps:

(00:00) - Intro

(01:45) - GLP-1s and Ozempic

(10:50) - Health consciousness

(28:45) - Individualized healthcare

(37:25)-end - The future of biotech

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on geopolitics modeled after the popular sports analysis show Pardon the Interruption on ESPN. Their goal? To bring you honest, objective, rigorous geopolitical analysis on the week’s most critical topics with irony, humor, and humility…and all in 30 minutes or less. Impossible you say? Perhaps! But we are trying anyway. Enjoy the show, share your feedback with us, and check out our friends at International Intrigue, they are doing great work. See you on the Dark Side of the Moon.

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Timestamps:

(00:00) - Intro

(01:45) – Assange

(06:45) – Bolivia’s failed coup

(10:30) – Chinese lunar probe

(14:45) – Kenya’s protests

(19:00) – The Biden-Trump debate

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America. They discuss the reasons behind the increase of crime in the region, how it ties into migration, why strongmen like Bukele are so fascinating to geopolitical nerds everywhere…and why pessimism might be the answer to attacking crime head on.

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Timestamps:

(00:00) - Intro

(00:23) - Why is crime increasing?

(02:11) - tatistics on Violence in Latin America

(03:16) - Migration and Its Complexities

(04:41) - The Paradox of US-Latin America Relations

(06:56) - Root Causes of Crime in Latin America

(17:14) - Transnational Crime Networks

(21:48) - Local Control and Government Response

(33:46) - The Bukele Approach to Crime

(40:05) - The Challenge of Rule of Law in Latin America

(41:14) - Mexico's Approach to Crime and Militarization

(42:07) - The Paradox of Democracy and Authoritarianism

(43:44) - Criminal Organizations and Government Control

(46:49) - The Role of Criminal Groups in Society

(01:00:31) - The Need for Transnational Solutions

(01:07:53) - The Impact of the Pandemic on Crime

(01:10:17) - The Venezuelan Crisis and Regional Instability

(01:18:43) - Concluding Thoughts on Crime and Governance

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob welcomes Shane McLorrain on the podcast to talk about French President Emmanuel Macron’s election gambit – and how it seems to blowing up in his face…but how it may not have the outsized impact on France than some expected.

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Timestamps:

(00:00) - Intro

(01:18) – Overview of France right now

(09:00) – Macron’s likability

(17:31) – What was Macron thinking?

(22:50) - Silver linings

(27:40) – French Civil War?

(32:14) – Effects on EU

(49:40) – What to watch

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Referenced in the Show:

https://cognitivedissidents.org/

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications.

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Timestamps:

(00:00) - Introduction

(01:19) -  Discussion on Argentine Politics

(04:29) - Milei's Legislative Achievements

(05:54) - Economic and Social Impact

(10:17) - Milei's Government Reduction Strategy

(16:44) - International Perception and Narrative

(22:09) - Comparison with Bukele

(26:56) - Milei Learning Curve and Global Polarization

(28:37) - Security and Basic Agenda

(31:04) - The Role of Military and Security in Argentina

(32:46) - Narco-Traffic and Security Policies

(36:33) - Milei's Promises and Economic Agenda

(39:02) - Governance and Market Reactions

(42:39) - Regional Impact and Right-Wing Populism

(48:09) - Final Thoughts and Future Outlook

(52:31) - Conclusion and Disclaimer

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob and Rob tackle a subject they’ve been avoiding due to its massiveness and ubiquity: Artificial Intelligence. They also do a segment of microgeopolitics (Jacob was in Bogota this week) and close out with initial thoughts on French President Emmanuel Macron’s surprising decision to call for legislative elections after his drubbing in European Parliament elections.

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Timestamps:

(00:00) – Microgeopolitics: Bogota edition

(13:37) – Artificial Intelligence

(59:03) – France

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jacob and Matt have an open and candid conversation about Matt’s background, what Bespoke does, and offer some thoughts about how to think about estate planning, the future of money, and more.

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Timestamps:

(00:00) – Introducing Matt and Bespoke

(13:00) – Estate Planning 101

(25:30) – Iteration

(30:11) – The good life

(43:00) – The future of money and the role of crypto

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Bespoke:

Bespoke: https://bespokegroup.io/

Matt’s X: [https://x.com/mcclintock_m

Bespoke X: https://x.com/BespokeGroupCO

Matt’s LinkedIn: https://www.linkedin.com/in/mattmcclintock/

Bespoke LinkedIn: https://www.linkedin.com/company/bespoke-service-company-llc/ite: cognitive.investments

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Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States.

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Timestamps:

(00:00) - Intro

(1:30) – Taiwan as Berlin

(17:10) – Taiwanese independence

(29:23) – Xi Jinpin psychoanalysis

(37:00) – US policy towards China

(44:13) – US strategies with China

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Referenced in the Show:

Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor