Les meilleurs podcasts Cognitive Dissidents (2024)

1
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke 1:02:15

3d ago1:02:15

1:02:15

Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jaco…

1
#207 - Dmitri Alperovitch: World on the Brink 51:19

6d ago51:19

51:19

Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States. -- Timestamps: (00:00) - Intro (1:30…

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#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections 31:29

10d ago31:29

31:29

Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who Claudia Sheinaum is and why she might be better for Mexico than you think. He also identifies the key questions you should be thinking about in terms o…

1
#205 - Akshar Patel: Caste, Hindutva, and India's Elections 1:06:53

14d ago1:06:53

1:06:53

Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, and explore Akshar’s idea of Ideologues v. Identitarians in Indian politics. They apply some of these insights to India’s upcoming elections and what is at stake in Modi’s transformation of the country…

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#204 - Weekly Update: Darth Fed 1:00:26

17d ago1:00:26

1:00:26

Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end a…

1
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed) 56:41

18d ago56:41

56:41

Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death, the implications of the future of Iran, and what a post-Khamenei world might look like. -- Timestamps: (00:00) - Intro (01:30) – Khamenei’s successor (08:40) – Conspiracy theories about Khamenei's de…

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#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics 1:09:12

20d ago1:09:12

1:09:12

Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets there. A brief discussion on Russia/Ukraine and Europe in general and a cold shower on former President Donald Trump’s threats to Mexico leads into an …

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#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC? 19:44

21d ago19:44

19:44

Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the one that is being missed (a failed coup attempt in the DRC). -- Timestamps: (00:00) - Intro (01:00) - Iran (12:36) - Attempted Coup in DRC -- Referenced…

1
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities) 1:13:02

24d ago1:13:02

1:13:02

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 the past few years before turning to the flooding in Brazil, opportunities (and risks) in the U.S. electricity sector, and the new U.S. tariffs on Chinese goods. They also talk about the cognitive bias …

1
#199 - How to Avoid a U.S.-China War 1:07:45

28d ago1:07:45

1:07:45

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 U.S.-China relations and an impassioned and thoughtful hot-take on why those predicting a Chinese invasion of Taiwan don’t just misunderstand China – they are participating in the realization of a sel…

1
#198 - Brazil Under Water 31:41

1M ago31:41

31:41

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 Brazil and what it means for the country’s future. He also applies some insights from the disaster to housing insurance in the U.S. and other developed markets. He closes with a few thoughts on cocoa, co…

1
#197 - Weekly Update: China, France, and Steel 51:02

1M ago51:02

51:02

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 whether French President Emmanuel Macron’s ambitions are realistic, and close with some thoughts on protectionism in steel. NOTE: PLEASE FILL OUT OUR SURVEY!: https://forms.gle/83MoDGkJ2pLXnETy7 -- Time…

1
#196 - Sanaa Kamal: A Voice from Gaza 41:43

1M ago41:43

41:43

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, a Gaza-based Palestinian journalist who is currently in Egypt, onto the podcast. Jacob asks Sanaa about how her life has changed since Oct 7th and how she managed to reach Cairo. Sanaa bravely shares …

1
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel 1:06:34

1M ago1:06:34

1:06:34

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 entrepreneurship and whether it is in decline in the West, discuss steel markets and questionable decision making from large-cap U.S. companies. They close with a discussion of the “chaos” at U.S. uni…

1
#194 - Dee Smith: God, Sex, & Death 59:29

2M ago59:29

59:29

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 could talk about whatever they wanted. This podcast sure does deliver that – they talk about whether the world is actually getting worse (Jacob is an optimist and Dee a pessimist on that score), and even …

1
#193 - Marko’s Back! 1:18:58

2M ago1:18:58

1:18:58

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 again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran’s attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes. -- …

1
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish" 44:48

2M ago44:48

44:48

Yaroslav Trofimov, chief foreign-affairs correspondent at The Wall Street Journal, takes time out of his busy travel schedule to join the podcast to discuss his recent book, Our Enemies Will Vanish – The Russian Invasion and Ukraine's War of Independence. Jacob and Yaroslav talk a little bit about his background before exploring some of the ideas h…

1
Emergency Update: Are we heading into World War Three? 26:43

2M ago26:43

26:43

Iran launched a bunch of missiles and drones. What next? -- CI Site: cognitive.investments Jacob Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap Subscribe 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…

1
#190 - Weekly Update: 47 Crises in 17 Years 59:01

2M ago59:01

59:01

Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also explore the expectedly/unexpectedly hot CPI print and take lessons for the future. Spoiler alert: We think the market is wrong about the yen! -- Timestamps: (00:00) - Intro (01:12) – Taxonomy of crashes/debating…

1
#189 - Weekly Update: Coronal Mass Ejection 1:02:08

2M ago1:02:08

1:02:08

Rob and Jacob are back at it. They discuss the earthquake in Taiwan and why they are skeptical of Taiwan’s economic future. From there they turn to a controversial article about how immigration has been driving US GDP growth and why demographics are not destiny. They close with some thoughts about the straitjacket of specialization and the dangers …

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#188 - James Meadway: The First Crisis of the Anthropocene 57:06

2M ago57:06

57:06

Jacob welcomes James Meadway, former British treasury official and current economist at The Progressive Economy Forum on for a cross-posted episode of Cognitive Dissidents and Macrodose. They discuss James’s recent essay about why COVID was both an accelerant of underlying trends, but also the first “crisis of the Anthropocene,” a phrase borrowed f…

1
#187 - Sim Tack: Can Ukraine Still Win Against Russia? 1:00:27

2M ago1:00:27

1:00:27

Jacob has been growing increasingly more concerned about Ukraine, so he starts his bottom-up analytical review of the war and Ukraine’s prospects by hosting Sim Tack on the podcast. Jacob throws a bucket of questions at Sim to try and figure out what, if anything, has changed at a strategic level in the war. From there they speculate on European su…

1
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens 1:05:17

3M ago1:05:17

1:05:17

Buckle your seatbelts – this episode is going to take you on a ride. Matt Pines rejoins the show to discuss “the defining challenge of our generation” – the cyber conflict between China and the U.S. From there, they explore the global implications associated with the fragmentation of society due to digitalization and how it might impact currency, t…

1
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes 40:30

3M ago40:30

40:30

Jacob and Rob are pressed for time, but they squeeze in a quick podcast between meetings to discuss the big news out of Japanese markets this week. They give a window into CI’s international allocation strategy and what countries they are feeling good and bad about, before turning to political intrigue in Vietnam and lessons for and from the U.S. s…

1
#184 - Kevin Evans: The Largest Invisible Thing in the World 57:32

3M ago57:32

57:32

Jacob welcomes Kevin Evans to discuss Indonesia – Kevin’s experience in the country over the last three decades, the recent elections and mysterious change in the political mood of the country since 2019, Prabowo and his political ambitions, and the future of the Indonesian economy. They close with some talk about Jakarta and Indonesian food. -- Ti…

Podcasts qui valent la peine d'être écoutés

Cognitive Dissidents Podcasts

Podcasts qui valent la peine d'être écoutés

1
Cognitive Dissidents

Cognitive Investments

1
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke 1:02:15

1
#207 - Dmitri Alperovitch: World on the Brink 51:19

1
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections 31:29

1
#205 - Akshar Patel: Caste, Hindutva, and India's Elections 1:06:53

1
#204 - Weekly Update: Darth Fed 1:00:26

1
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed) 56:41

1
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics 1:09:12

1
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC? 19:44

1
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities) 1:13:02

1
#199 - How to Avoid a U.S.-China War 1:07:45

1
#198 - Brazil Under Water 31:41

1
#197 - Weekly Update: China, France, and Steel 51:02

1
#196 - Sanaa Kamal: A Voice from Gaza 41:43

1
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel 1:06:34

1
#194 - Dee Smith: God, Sex, & Death 59:29

1
#193 - Marko’s Back! 1:18:58

1
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish" 44:48

1
Emergency Update: Are we heading into World War Three? 26:43

1
#190 - Weekly Update: 47 Crises in 17 Years 59:01

1
#189 - Weekly Update: Coronal Mass Ejection 1:02:08

1
#188 - James Meadway: The First Crisis of the Anthropocene 57:06

1
#187 - Sim Tack: Can Ukraine Still Win Against Russia? 1:00:27

1
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens 1:05:17

1
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes 40:30

1
#184 - Kevin Evans: The Largest Invisible Thing in the World 57:32

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