Riding on the Hog of a Fiscal Orgy

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25d ago 1:44:23

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Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term.

Timestamps:

(00:00) - Introduction and Episode Overview

(01:46) - Discussion on Tariffs and Trade Deficit

(02:58) - Reciprocal Tariffs and Economic Reactions

(04:56) - Market Reactions and Negotiation Strategies

(07:02) - Uncertainty and Global Trade Dynamics

(07:45) - Historical Context and Strategic Analysis

(10:15) - Geopolitical Implications and Future Scenarios

(13:15) - US Fiscal Policy and Global Trade War

(30:57) - Potential Outcomes and Congressional Actions

(35:20) - Biden's Missed Opportunity with Trade

(36:04) - Challenges in US Trade Negotiations

(37:44) - Inflation and Tariffs Debate

(40:19) - Recession Concerns and Economic Adjustments

(41:11) - Tariffs and Their Impact on American Manufacturing

(43:09) - China's Military Exercises and Taiwan

(44:30) - Debating China's Intentions with Taiwan

(52:03) - Part 2 with Matt Gertken

(54:48) - Trump's Third Term Speculation

(01:06:44) - Reflecting on Beginnings and Career Paths

(01:07:52) - The Impact of Leadership on Markets

(01:10:52) - Comparing Political Systems: US, China, and Russia

(01:13:11) - The Future of American Democracy

(01:17:19) - Media Manipulation and Political Spectacle

(01:20:50) - The Role of the Supreme Court

(01:32:57) - European Politics and the Far Right

(01:42:31) - Concluding Thoughts on Geopolitics

Referenced in the Show:

Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato

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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).

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