The Jacob Shapiro Podcast

Rob and Jacob briefly address the weaker-than-expected inflation print before attending to developments you might have missed amidst all the U.S. inflation and election news: more economic trouble in China, optimism in Europe and Brazil…and a potential canary in the coal mind at the end of the episode. Timestamps:1:30-6:37 – U.S. Inflation Reaction6:37-24:55 – China/Japan25:00-33:40 – Multipolar Trade933:40-44:10 – Europe44:10–End – Canary in the coal mineMake sure to check out the Cognitive Dissidents site and services here.

Marko Papic is back to talk about the markets, Russia's big fudge on oil (and war), and a little bit of everything else geopolitical! Stick around for some basketball talk after 1:04:10!TimeStamps:3:12 - 23:34 - Markets Update23:30 - 39:30 - Oil, Europe, UAE, Russia39:30 - 52:20 - Ukraine, Russia, The Future52:20 - 1:04:10 - Over-Under1:04:10 - End BasketballMake sure to check out the Cognitive Dissidents site and services here.

After a 2-week hiatus due to COVID and travel, Rob and Jacob are back at it. They explore Russia’s brief exit from the Black Sea grain deal, discuss how China and the U.S. economies are going in opposite directions, explore short-term risks and long-term opportunity in Turkey, before closing with bullish thoughts on Brazil post-election.Timestamps:2:00-15:43 – Who wins if Russia is weak?16:00-43:46 – U.S. booming, China on its knees43:46-58:53 – Turkey: The Good, Bad, and the Ugly58:53–end – Why we love BrazilMake sure to check out the Cognitive Dissidents site and services here.

Jacob welcomes Dave Ripplinger on the podcast to discuss the problems Europe is facing this winter and the areas they agree and disagree. They also talk about the U.S. energy economy, the role of biofuels and renewable diesel in the U.S. energy transition, and close with some broad thoughts about the future of U.S. agriculture for the remainder of the decade. David Ripplinger is Assistant Professor at the Department of Agribusiness and Applied Economics and the Chair of the Bioenergy Products and Innovation Center at North Dakota State University.Timestamps:3:00-24:50 – Debating Europe’s winter 24:50-40:10 – Will the U.S. continue to export energy40:10-54:20 – Biofuels and renewable diesel54:20-end – Should you buy farmland today?Make sure to check out the Cognitive Dissidents site and services here.

This is a crossposted episode from the Rane Podcast Series with Stratfor!Rodger Baker, executive director of the Stratfor Center for Applied Geopolitics at RANE, and Jacob discuss the practice of applied geopolitics in the context of Russia's war with Ukraine, Putin's efforts to leverage energy supplies against Europe, and China's 20th Party Congress (among other asides). The original episode is here.Make sure to check out the Cognitive Dissidents site and services here.