
Hosted by Jacob Shapiro · EN

Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listenYou can also such look up "Geopolitical Cousins" on your favorite podcast provider.

NEW FEED: https://geopolitical-cousins.captivate.fm/listenYou 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.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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).--

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.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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).--

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.--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--Referenced in the Show:Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe 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