Cognitive Dissidents

Updated: 12 Apr 2024 • 191 episodes
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The Cognitive Dissidents podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Hosted by Jacob Shapiro (and occasionally Rob Larity). 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 advisor. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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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)

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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 s

62 min
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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 Anth

57 min
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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

60 min
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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 h

65 min
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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 l

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