The Jacob Shapiro Podcast

Feb 03 2025 254 ep. 55 mins 168

The Jacob Shapiro Podcast artwork

Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events!

This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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#253 - Lose the War, Win the Peace

Feb 03 2025 50 mins

Jacob welcomes the always insightful and provocative Jacek Bartosiak of Strategy&Future onto the show to discuss the Russia-Ukraine war and the evolution of the multipolar geopolitical system. Jacek makes his case that a systemic, global war has already begun – and warns the U.S. what will happen if it indulges in hubris and pushes too hard on President Trump’s “America F

#252 - Mexican Leverage

Jan 31 2025 56 mins

Jacob and Rob break down the tech market shake-up caused by Deep Seek, a rising Chinese AI company, and what it means for U.S.-China relations and global AI competition. They dive into Nvidia’s stock drop, how AI rivalry is driving investor sentiment, and the shift toward cheaper, decentralized tech. The conversation also explores the economic ties between the U.S., Mexico, and C

#251: Don't Forget The DRC

Jan 25 2025 22 mins

Jacob discusses several key geopolitical developments, focusing on President Trump's recent inauguration and the implications of his trade policies. Notably, Trump did not immediately raise tariffs on China as anticipated, signaling a potential shift towards negotiation rather than confrontation in international trade. Shapiro also highlights the significance of Secretary of State

#250 - Hungarian Baby Incentives

Jan 17 2025 57 mins

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. The

#249 - Trumpismo Rising

Jan 14 2025 73 mins

Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vote, demographic breakdowns reveal n

#248 - Yet Another New World Order 🙄

Jan 10 2025 58 mins

Jacob Shapiro returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripple effects of such rhetoric. The c

#247 - Syria

Dec 16 2024 58 mins

Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. --Timestamps:(00:00) - Intro(05:30) - Who are the Syrian rebels(17:10) – Turkey + Qatar(27:20) – Kurds(37:40) – Iran and the Houthis(43:44) – Saudis, Jordan, Egypt(50:55) - The death of Islamism--Kamran Bokhari - https://newlinesinstitute.org/people/kamran-bokhari/ Jacob Shapi

#246 - Government Collapse Week

Dec 13 2024 56 mins

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal).--Timestamps:(00:00) - Intro(01:01) – CI Club(05:30) – US and Global Markets(26:33) - France and Europe(35:30) – Middle East(49:13) – So

#245 - Bully Capitalism

Nov 15 2024 61 mins

Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative comparisons. From there, they turn to China’s (underwhelming) “stimulus” announcement last week, and close with some thoughts on Japan’s recent election.--Timestamps:(00:00) - Intr

#244 - Japan is Waking

Nov 11 2024 48 mins

While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything we’ve known about Japanese politics since 2009. To understand what has changed and what is at stake, Jacob is joined by Japan expert Tobias Harris – they chat about changes in Japan and why underestimating Japan is a bad idea. They also discuss Tobias’s