Separating Signal From Noise (with Rob!)

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.

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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

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

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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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