Podcast Episodes
Back to Search
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
Season 1 Episode 200
What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of t…
2 years, 1 month ago
#199 - How to Avoid a U.S.-China War
Season 1 Episode 199
Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of dynamic realism before pivoting to…
2 years, 2 months ago
#198 - Brazil Under Water
Season 1 Episode 198
Rob is stuck in earnings hell, so you are treated to the dulcet tones of Jacob’s bass voice solo today. Jacob talks about the terrible flooding in Br…
2 years, 2 months ago
#197 - Weekly Update: China, France, and Steel
Season 1 Episode 197
Jacob and Rob are back at it for their weekly chat. They talk about the latest rumor that the Chinese government will prop up growth rates, explore w…
2 years, 2 months ago
#196 - Sanaa Kamal: A Voice from Gaza
Season 1 Episode 196
If you want to donate to Sanaa’s GoFundMe, here is the link: https://www.gofundme.com/f/help-the-kamal-family-escape-gaza
Jacob welcomes Sanaa Kamal, …
2 years, 2 months ago
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel
Season 1 Episode 195
Jacob and Rob return for a weekly chat about South Korea’s economy and challenges posed by the Asian economic model. They pivot to a discussion about…
2 years, 2 months ago
#194 - Dee Smith: God, Sex, & Death
Season 1 Episode 194
Jacob welcomes Dee Smith on the podcast. Dee and Jacob have had several conversation on Real Vision, but Jacob wanted to host Dee himself so they cou…
2 years, 2 months ago
#193 - Marko’s Back!
Season 1 Episode 193
It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency …
2 years, 2 months ago
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish"
Season 1 Episode 192
Yaroslav Trofimov, chief foreign-affairs correspondent at The Wall Street Journal, takes time out of his busy travel schedule to join the podcast to…
2 years, 2 months ago
Emergency Update: Are we heading into World War Three?
Season 1 Episode 191
Iran launched a bunch of missiles and drones. What next?
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Su…
2 years, 3 months ago