The Jacob Shapiro Podcast

Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vote, demographic breakdowns reveal nuanced support, especially among Latino men and younger generations. Elo emphasizes that the Latino population is diverse, and their political alignment is influenced by various factors, including migration stories, geographic locations, and generational differences. The conversation further explores how the political dynamics in the U.S. reflect broader trends in Latin America, suggesting that Trump's brand of populism, or "Trumpismo," may find resonance beyond U.S. borders. The episode concludes with reflections on how these evolving narratives will shape both Latino politics and U.S. relations with Latin America moving forward. --Timestamps:(00:03) - Intro(01:34) - Analyzing the Latino Vote in the 2024 Presidential Election(22:03) - The Changing Dynamics of Latino Political Support(28:01) - The Impact of Social Media on Political Awareness Among Young Latinos(44:23) - The Evolving Identity of Hispanics in America(58:33) - The Rise of Trumpismo and Its Implications(01:03:41) - The Political Landscape: A Shift in Focus--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).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob Shapiro returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripple effects of such rhetoric. The conversation also delves into the economic landscape, particularly how anticipated tariffs under a Trump administration could impact U.S. relations with Canada and Mexico, as well as the broader implications for inflation and the labor market. Additionally, Jacob highlights a noteworthy thaw in Japan-China relations, suggesting that Japan may be recalibrating its foreign policy approach amidst changing global dynamics. Finally, the episode touches on Germany's evolving political climate and the potential for impactful reforms as the country navigates its economic challenges. --Timestamps:Chapters:(00:00) - Intro (we're so back)(03:16) - The Shift in Foreign Policy Perspectives(12:21) - Trump's Foreign Policy(19:34) - Macro-Econ Checkup(25:18) - The Impact of Immigration on Labor Markets and Inflation(35:17) - Shifting Dynamics: US Energy Policy and International Relations(40:54) - Japan's Evolving Foreign Policy(46:47) - The Shifting Political Landscape in Germany(53:11) - The Economic Shift in Germany--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).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. --Timestamps:(00:00) - Intro(05:30) - Who are the Syrian rebels(17:10) – Turkey + Qatar(27:20) – Kurds(37:40) – Iran and the Houthis(43:44) – Saudis, Jordan, Egypt(50:55) - The death of Islamism--Kamran Bokhari - https://newlinesinstitute.org/people/kamran-bokhari/ Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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 advisorThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal).--Timestamps:(00:00) - Intro(01:01) – CI Club(05:30) – US and Global Markets(26:33) - France and Europe(35:30) – Middle East(49:13) – South Korea--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe 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 advisorThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp