🇺🇸 Liberation Day 🇺🇸

We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day! -- Timestamps: (00:00) - Introduction (02:54) - Trade Policies and Tariffs (05:56) - Impact of Tariffs on Businesses (16:01) - Congressional Role in Tariff Decisions (21:53) - Sanctions vs. Tariffs (28:07) - Shifting Financial Sanctions and Tariffs (29:32) - US-Venezuela Relations: Regime Change and Mixed Signals (31:22) - Trump's Foreign Policy Goals with Russia (32:30) - Impact of Sanctions on US Domestic Politics (37:59) - USMCA Renegotiation and Tariff Strategies (42:44) - Nearshoring Challenges and Critical Minerals (47:33) - Currency Adjustments and Global Trade Dynamics (52:04) - UK's Trade and Foreign Policy Post-Brexit -- Referenced in the Show: Link to Rachel’s Substack: https://rziemba.substack.com/ Link to Peterson report mentioned in podcast: https://www.piie.com/commentary/testimonies/evidence-costs-and-benefits-economic-sanctions -- 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