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The Juice Is Already Killing Us
Manage episode 484371046 series 3359112
Jacob Shapiro에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jacob Shapiro 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Jacob and Rob dive into the shifting mood in U.S. markets, as post-"Liberation Day" volatility gives way to a more constrained and uncertain fiscal landscape. They unpack the massive implications of the Trump administration’s budget bill, surging yields, and declining investor confidence. The conversation then pivots to Chinese biotech, where Jacob raises the alarm about America’s declining edge in R&D, regulation, and talent retention. What follows is a sobering look at cultural skepticism, institutional decay, and whether the U.S. still believes in scientific progress. It’s glum, sharp, and deeply thoughtful. They promise to be more cheerful next time.
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Timestamps:
(00:00) - Introduction and Episode Overview
(00:38) - Current State of the US Market
(02:32) - US Fiscal Policy and Economic Outlook
(05:58) - Comparing US and Chinese Economic Strategies
(16:41 The Future of US and Chinese Biotech
(33:05) - Challenges in Biotech and Med Tech
(33:46) - China's Capital Allocation Advantage
(34:43) - Impact Capital and Social Investing in the US
(36:37) - Historical Context of US Social Welfare
(39:31) - US Biotech Industry's Unique Position
(41:24) - Immigration and Talent in US Research
(45:04) - Public Perception of Science and Progress
(50:37) - China's Rise and US Decline: A Balanced View
(52:13) - Local Resistance to Tech Development in the US
(57:36) - Concluding Thoughts on US-China Relations
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
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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.
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This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
300 에피소드
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