The Jacob Shapiro Podcast

Jacob 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 compar...

15 Nov 20241h 1min

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 change...

11 Nov 202448min

Jacob 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...

8 Nov 20241h 8min

Jacob 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, ho...

7 Nov 20242h 21min

Description (replace me)--Timestamps:00:01 - Intro01:14 - Understanding Crime in Latin America08:30 - Case Study: Guatemala and Its Challenges19:48 - Emerging Trends in Drug Trafficking22:54 - The Nar...

3 Nov 202456min

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 ...

1 Nov 202457min

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...

22 Okt 202443min

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 chan...

18 Okt 202459min