Artwork

Content provided by Jacob Shapiro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Separating Signal From Noise (with Rob!)

53:52
 
Share
 

Manage episode 476397427 series 3337822
Content provided by Jacob Shapiro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

American Airlines can’t keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week.

--

Timestamps:

(00:00) - Introduction and Travel Woes

(01:09) - Ranting About American Airlines

(02:21) - Catching Up with Rob

(03:06) - Market Volatility and Tariffs

(04:34) - Financial Crisis vs. Current Situation

(07:42) - Uncertainty in the Market

(08:48) - Impact of Tariffs and Trade War

(13:11) - Bond Yields and Inflation Expectations

(20:20) - Dollar Weakness and Global Capital

(22:46) - Historical Context and Globalization

(26:24) - Trump's Desire for a Deal with China

(27:29) - US-China Economic Interdependence

(31:03) - Challenges in International Investment

(33:42) - Inflation and Economic Uncertainty

(37:16) - Corporate Responses to Tariffs

(42:54) - Impact on Small and Medium Businesses

(47:23) - Geopolitical and Economic Outlook

(52:19) - Closing Remarks and Future Plans

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe 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
  continue reading

280 episodes

Artwork
iconShare
 
Manage episode 476397427 series 3337822
Content provided by Jacob Shapiro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Shapiro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

American Airlines can’t keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week.

--

Timestamps:

(00:00) - Introduction and Travel Woes

(01:09) - Ranting About American Airlines

(02:21) - Catching Up with Rob

(03:06) - Market Volatility and Tariffs

(04:34) - Financial Crisis vs. Current Situation

(07:42) - Uncertainty in the Market

(08:48) - Impact of Tariffs and Trade War

(13:11) - Bond Yields and Inflation Expectations

(20:20) - Dollar Weakness and Global Capital

(22:46) - Historical Context and Globalization

(26:24) - Trump's Desire for a Deal with China

(27:29) - US-China Economic Interdependence

(31:03) - Challenges in International Investment

(33:42) - Inflation and Economic Uncertainty

(37:16) - Corporate Responses to Tariffs

(42:54) - Impact on Small and Medium Businesses

(47:23) - Geopolitical and Economic Outlook

(52:19) - Closing Remarks and Future Plans

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe 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
  continue reading

280 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play