Episode 178

What’s in a name? (North Korea edition)

Jacob welcomes Rodger back onto the podcast to talk about North Korea’s recent decision to call South Korea by its official name – as well as its abandonment of reunification as its most important geopolitical goal. They explore the potential ramifications of that for North Korea, South Korea, and Japan, before thinking through scenarios for the Korean peninsula in the context of U.S. elections. They close with Rodger’s thoughts on demographics, democratization of military tech, and the Arctic.

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Timestamps:

(00:00) - Intro

(01:05) - North Korea 

(13:10) – South Korea

(18:30) – Nuclear proliferation/

(23:15) – Internal DPRK dynamics

(29:29) - U.S. election scenarios

(33:38) – DPRK v ROK war

(35:47) – Rodger’s macro view

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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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About the Podcast

Show artwork for The Jacob Shapiro Podcast
The Jacob Shapiro Podcast
Geopolitical and Financial Insights