The Jacob Shapiro Podcast

Mar 07 2025 264 ep. 55 mins 118
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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The Thing about Tariffs

Mar 07 2025 46 mins  
Jacob Shapiro and Cornell Assistant Professor Wendong Zhang discuss tariffs from an objective perspective: Who will they impact? How much? How does that change based on different scenarios? If you are looking to be convinced of whether tariffs are good policy or not, seek another podcast; if what you desire is objective analysis about the potential impact of tariffs both good and b

Did the US Just Abandon Ukraine?

Mar 02 2025 62 mins  
In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's p

Mr. Market Is Not Happy

Feb 28 2025 34 mins  
Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China, Germany, and Europe than others, and warn about signals that suggest President Trump’s honeymoon economy period is nearing its end.--Timestamps:(00:00) - Intro(01:15) – Checking i

Trade Wars are Metal Wars

Feb 25 2025 57 mins  
Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in

Perceived Concessions

Feb 21 2025 60 mins  
Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the Middle East.--Timestamps:(00:00)

Stop Waiting To Live a Good Life

Feb 18 2025 91 mins  
Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and protect their time. Narath explains so

USAID's Demise: What It Means for Global Power and U.S. Influence

Feb 14 2025 54 mins  
A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential ramifications of this dismantling

#256 - And Now, The Weather

Feb 11 2025 40 mins  
Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific Decadal Oscillation (PDO), and fin

#255 - Strategic Ketchup Reserve

Feb 07 2025 63 mins  
--Timestamps:(00:07) - Intro(00:30) - Monetize the asset side of the balance sheet(17:18) - Bitcoin(25:00) - Debt(32:17) - Macro looks at England, India, Brazil, China(41:40) - Indonesia's Future: Opportunities and Risks(53:42) - Gaza and Analyzing Trump's Negotiation Strategy--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubs

#254 - Geopolitical Cousins

Feb 04 2025 93 mins  
Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end.--Timestamps:(00:00) - The Evening Special(03:33) - Unexpected Developments(18:14) - The Implications of Tariffs and Negotiations(28:14) - Ge