Political powerhouses Beth Rigby, Ruth Davidson and Harriet Harman unite to unravel the spin and explain what’s really going on in Westminster and beyond.Every episode, they will examine politicians, what they stand for, what they say and what they might really mean.They will work out which politicians are coming out on top and who is having an Electoral Dysfunction.WhatsApp - 07934 200444
…
continue reading
Inhalt bereitgestellt von Jacob Shapiro. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jacob Shapiro oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Ähnelt The Jacob Shapiro Podcast
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
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Politics and Religion. We’re not supposed to talk about that, right? Wrong! We only say that nowadays because the loudest, most extreme voices have taken over the whole conversation. Well, we‘re taking some of that space back! If you’re dying for some dialogue instead of all the yelling; if you know it’s okay to have differences without having to hate each other; if you believe politics and religion are too important to let ”the screamers” drown out the rest of us and would love some engagin ...
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Leverage on Leverage on Leverage
Manage episode 512792944 series 3337822
Inhalt bereitgestellt von Jacob Shapiro. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jacob Shapiro oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Gold prices are soaring, private equity is unraveling, and data centers have become the next speculative frontier. Beneath all of it lies a simple question: what happens when faith in liquidity, stability, and infinite growth begins to fray? From central banks hoarding bullion to insurers gambling on AI infrastructure, the same story unfolds—risk disguised as resilience. And somewhere between coffee tariffs and capital flows, you can glimpse the new shape of a global economy learning to live without certainty.
--
Timestamps:
(00:00) - Introduction
(01:03) - Catch-Up and Current Events
(02:09) - Gold Market Analysis
(08:40) - Global Currency Dynamics
(17:42) - US Gold Reserves and Fiscal Policy
(25:24) - Podcast Wrap-Up and Listener Engagement
(26:25) - Urgent Financial News: Private Equity and Insurance Capital
(27:57) - Private Equity's Desperation for Retail Investors
(28:33) - The Volatility Spiral and Liquidity Crisis
(31:43) - Private Equity's Leverage on Captive Insurance
(32:48) - The Data Center Investment Bubble
(41:23) - AI Demand and Data Center Overcapacity
(48:52) - The Future of Energy Prices and AI
(50:45) - Rising Coffee Prices and Tariff Impacts
(57:19) - The Global Trade System and Commodity Markets
(01:00:05) - Conclusion: The State of Global Markets
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416
Jacob Twitter: x.com/JacobShap
Jacob Shapiro Substack: jashap.substack.com/subscribe
--
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.
--
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
310 Episoden
Teilen
Manage episode 512792944 series 3337822
Inhalt bereitgestellt von Jacob Shapiro. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jacob Shapiro oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Gold prices are soaring, private equity is unraveling, and data centers have become the next speculative frontier. Beneath all of it lies a simple question: what happens when faith in liquidity, stability, and infinite growth begins to fray? From central banks hoarding bullion to insurers gambling on AI infrastructure, the same story unfolds—risk disguised as resilience. And somewhere between coffee tariffs and capital flows, you can glimpse the new shape of a global economy learning to live without certainty.
--
Timestamps:
(00:00) - Introduction
(01:03) - Catch-Up and Current Events
(02:09) - Gold Market Analysis
(08:40) - Global Currency Dynamics
(17:42) - US Gold Reserves and Fiscal Policy
(25:24) - Podcast Wrap-Up and Listener Engagement
(26:25) - Urgent Financial News: Private Equity and Insurance Capital
(27:57) - Private Equity's Desperation for Retail Investors
(28:33) - The Volatility Spiral and Liquidity Crisis
(31:43) - Private Equity's Leverage on Captive Insurance
(32:48) - The Data Center Investment Bubble
(41:23) - AI Demand and Data Center Overcapacity
(48:52) - The Future of Energy Prices and AI
(50:45) - Rising Coffee Prices and Tariff Impacts
(57:19) - The Global Trade System and Commodity Markets
(01:00:05) - Conclusion: The State of Global Markets
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416
Jacob Twitter: x.com/JacobShap
Jacob Shapiro Substack: jashap.substack.com/subscribe
--
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.
--
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
310 Episoden
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Ähnelt The Jacob Shapiro Podcast
Political powerhouses Beth Rigby, Ruth Davidson and Harriet Harman unite to unravel the spin and explain what’s really going on in Westminster and beyond.Every episode, they will examine politicians, what they stand for, what they say and what they might really mean.They will work out which politicians are coming out on top and who is having an Electoral Dysfunction.WhatsApp - 07934 200444
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
Politics and Religion. We’re not supposed to talk about that, right? Wrong! We only say that nowadays because the loudest, most extreme voices have taken over the whole conversation. Well, we‘re taking some of that space back! If you’re dying for some dialogue instead of all the yelling; if you know it’s okay to have differences without having to hate each other; if you believe politics and religion are too important to let ”the screamers” drown out the rest of us and would love some engagin ...
…
continue reading
The Seen and the Unseen, hosted by Amit Varma, features longform conversations that aim to give deep insights into the subjects being discussed. Timeless and bingeworthy.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
Host Marco Werman and his team of producers bring you the world's most interesting stories that remind us just how small our planet really is.
…
continue reading
Daily news updates from across the Slate Podcast network.
…
continue reading
Left Right & Center is for listeners who feel like people on the other side of the political divide are on Mars. David Greene pieces together the big picture by inviting people from the left and the right to unpack their ideological differences, not to smooth them over, and look at what’s truly at stake. The show offers a rare kind of clarity. It doesn’t ask you to agree. It asks you to look more closely at what’s happening and to challenge your assumptions. You might not always agree – you ...
…
continue reading
Cut through the noise with The Intercept’s reporters as they tackle the most urgent issues of the moment. The Briefing is a new weekly podcast delivering incisive political analysis and deep investigative reporting, hosted by The Intercept’s journalists and contributors including Jessica Washington, Akela Lacy, and Jordan Uhl. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Guardian columnist John Harris, political editor Pippa Crerar, and policy editor Kiran Stacey analyse the week's politics news
…
continue reading
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