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!
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Sep 28, 2026 · 56:09
Two hundred years ago, Simón Bolívar dreamed of a united Latin America - precisely so it could resist becoming America's backyard. South America may finally be integrating...…
Sep 23, 2026 · 47:54
People are being killed over sand. Not diamonds, not lithium, not rare earths - sand, the second-most consumed resource on earth after water, and the one nobody thinks about…
Sep 14, 2026 · 1:04:10
Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the…
Sep 7, 2026 · 1:06:52
The world has never been wealthier... but a warm patch of ocean in the Pacific is about to reorganize the weather across four continents and all that wealth still might not be…
Aug 31, 2026 · 1:11:46
Scott Bessent knows something that we don't. Luke Gromen has spent his whole career reading the fine print of America's balance sheet, and his conclusion is stark: the quiet…
Aug 24, 2026 · 58:41
AI companies are buying up used books, scanning them, and destroying the originals. At least, that's the headline... the real story is weirder. Charlie Becker, a…
Aug 11, 2026 · 57:05
Jacob Shapiro welcomes back Peter Harrell, visiting scholar at Georgetown's Institute of International Economic Law and former White House senior director for international…
Jul 31, 2026 · 1:27:33
Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth…
Jul 29, 2026 · 1:40:44
Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan,…
Jul 21, 2026 · 1:01:41
Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains…
Jul 19, 2026 · 1:11:20
Jacob grabs Chris Branch, senior writer at The Athletic and author of The Pulse, to talk about the World Cup as geopolitics. They cover Trump's red-card intervention and the…
Jul 14, 2026 · 57:34
Jacob sits down with J Mintzmyer of Value Investors Edge for a shipping deep-dive (but of course it's a geopolitics lesson in disguise). Mintzmyer argues the industry has barely…
Jul 9, 2026 · 50:17
Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing…
Jul 2, 2026 · 59:21
Hamidreza Azizi joins the show once more to ask a deceptively simple question: is the war over? Azizi argues the Memorandum of Understanding (MOU) is deliberately vague and fully…
Jun 22, 2026 · 55:34
Jacob Shapiro sits down with Victor Hernandez, a Mexican national security analyst, to stress-test his own optimism about Mexico. Hernandez argues the army now runs eight…
Jun 18, 2026 · 41:21
You might not realize it, but Jacob also appears on a few other podcasts regularly! Jacob is a regular guest RealAgriculture’s Frontlines podcast , hosted by Shaun Hane. Shaun…
Jun 3, 2026 · 52:36
Florida produced 242 million boxes of oranges in 2003. This year, the USDA is forecasting 12 million... a decline of more than 95% in less than a generation. Jacob sits down with…
May 21, 2026 · 54:26
Ioan Grillo has spent decades on the ground in Mexico watching the cartels evolve, and his assessment is sobering. Violence has shifted form more than it's receded. Governments…
May 14, 2026 · 58:27
Our favorite military analyst, Sim Tack, returns to the pod to assess three different conflicts reshaping global security. In Ukraine, territorial gains are tactical, not…
May 6, 2026 · 1:13:49
Jacob sits down for a fantastic conversation with author and analyst Dror Poleg to explore how AI is reshaping work, value, and the economy. They unpack why AI is better…
Apr 29, 2026 · 57:14
Peru has had seven presidents in nine years, homicides have nearly doubled, and extortion is up sixfold - and yet the country just tried to buy $3.5 billion worth of F-16s.…
Apr 22, 2026 · 52:03
Josh Linville,VP of Fertilizer at StoneX, chats with Jacob about the global fertilizer crisis triggered by disruption to the Strait of Hormuz. They cover why the Middle East…
Apr 16, 2026 · 52:44
Josef Schachter - President of Schachter Energy - walks us through what global oil markets looked like the day before bombs started falling, and what the math looks like now.…
Apr 3, 2026 · 55:58
Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel conflict with Iran. Jacob and Kabir…
Apr 1, 2026 · 1:07:14
Chase Taylor of Pine Cone Macro rejoins the pod for a candid conversation about the Iran War and its ripple effects on global markets, military strategy, and U.S. geopolitical…
Mar 23, 2026 · 54:52
Jacob sits down with Laurie McFarlane, co-director of Future Economy Scotland, for a (non-Gulf War related, finally) conversation about what makes Scotland one of the more…
Mar 19, 2026 · 24:45
Solo analysis from Jacob! Some reflection on being wrong about the Third Gulf War. Jacob outlines why he thought the war wouldn't happen - interceptor shortages, domestic…
Mar 13, 2026 · 54:27
Jacob Shapiro sits down with journalist Jody Ray, who just returned from on-the-ground reporting in Ethiopia and Eritrea. This convo is a gateway into one of the most…
Mar 10, 2026 · 41:45
Jacob sets down the grand strategy for a gripping personal story, catching up with his high school friend Avi Swerdlow, who landed in Israel the day before the new Gulf War…
Mar 6, 2026 · 1:06:44
Iran expert Hamidreza Azizi joins Jacob Shapiro to break down the issues posed by Iran's blockage of the Strait of Hormuz. Azizi explains Iran's phased strategy: take out US…
Feb 28, 2026 · 30:25
Geopolitical analyst Kamran Bokhari joins Jacob to break down the US/Israeli joint strike on Iran. Is this regime change, or coercion? Bokhari argues the limited force deployment…
Feb 23, 2026 · 58:50
North Dakota State Climatologist Daryl Ritcheson joins the show for his annual check-in about the climate (our fourth???) - He and Jacob revisit last year’s forecast misses and…
Feb 18, 2026 · 1:01:50
Louis-Vincent Gave joins The Jacob Shapiro Podcast to unpack a world that looks chaotic... but may be quietly reordering itself. From a surprising thaw in U.S.–China relations to…
Feb 13, 2026 · 1:11:55
Something extraordinary just happened in Japan... but of course no one is paying attention! A ruling party written off as tired and scandal-plagued didn’t just win - they…
Jan 30, 2026 · 58:21
Hamidreza Azizi joins the pod for an emergency episode on the current state of Iran amidst escalating tensions with the United States. Azizi examines the potential for conflict…
Jan 26, 2026 · 52:42
Jacob sits down with agricultural economist Dr. David Kohl to unpack what a brutal downturn in farm profitability reveals about globalization, capital concentration, labor…
Jan 19, 2026 · 50:58
Andrey Sizov, a Black Sea agricultural markets, joins the pod to talk about about why the Russia-Ukraine war has disrupted global grain trade far less than expected - and why…
Jan 16, 2026 · 51:04
Economist Mike Konczal joins the show to unpack the escalating pressure campaign against the Federal Reserve, new inflation data, and what all of this means for the U.S. economy.…
Jan 13, 2026 · 40:36
Shock, instability, climate stress, financial panic, political rupture: the question isn’t who avoids disruption, but who absorbs it and keeps moving. Jacob invites on Parag…
Jan 9, 2026 · 59:08
Venezuela has become the flashpoint for a new era of American hard power - not just a regime change, but a raw assertion of dominance over the "backyard." Elohim Monard graces…
Jan 3, 2026 · 21:14
Jacob takes on the U.S. seizure of Nicolás Maduro and what it reveals about American power, imperial strategy, and hemispheric priorities. This was less about China or…
Dec 29, 2025 · 46:11
What if the money in your pocket wasn’t a tool for freedom, but a mechanism for control? Inflation, surveillance, and financial exclusion actively shape who can save, speak, or…
Dec 22, 2025 · 53:31
Elohim Monard joins The Jacob Shapiro Podcast to discuss Latin America. A massive geopolitical integration in LatAm is quietly underway, fueled by a "Trumpian" rightward shift…
Dec 12, 2025 · 57:23
Power gets loud when it’s insecure. Strategy becomes theater. And ideology sneaks in wearing policy jargon. The White House's newest U.S. National Security Strategy claims…
Dec 2, 2025 · 52:51
Book episode! What happens when a policy meant to shape a nation reaches into the most intimate corners of a family’s life? Journalist Barbara Demick's Daughters of the Bamboo…
Nov 25, 2025 · 1:04:43
As global finance strains under shifting power structures, author and fintech thinker Emmanuel Daniel, founder of TAB Global, argues that the real disruption isn’t technological…
Nov 22, 2025 · 1:01:06
Tariffs promise protection but unleash deeper shocks - reshaping demand, distorting prices, and testing the resilience of an already-strained economic system. Rob Larity and…
Nov 20, 2025 · 1:09:22
China’s rise is often framed as a geopolitical contest, but Kaiser Y Kuo, host of the Sinica Podcast , pushes us to confront something deeper: what if China’s transformation…
Nov 17, 2025 · 1:02:41
Aging quietly shapes everything - our economies, our politics, our families, and the horizon of what nations can become. Jacob and longevity expert Dylan Livingston, founder of…
Nov 10, 2025 · 59:44
Technological revolutions rarely unfold the way we imagine. From the steam engine to AI, each wave reshapes who creates value - and who gets left behind. What if artificial…
Nov 6, 2025 · 51:46
As the Supreme Court takes up one of the most consequential trade cases in decades, former Biden administration official and Yale-trained lawyer Peter Harrell joins Jacob L. for…
Nov 3, 2025 · 51:55
South Korea stands at the crossroads of global power - caught between China, the United States, Japan, and its unpredictable neighbor to the north. Jacob Shapiro and Professor…
Oct 31, 2025 · 1:06:54
When U.S. aircraft carriers appear off Venezuela’s coast, it’s not just saber-rattling - it’s a mirror held up to a century of empire. Jacob and LatAm analyst Elohim Monard…
Oct 27, 2025 · 1:00:34
When a Brazilian payment system threatens U.S. credit-card profits, it exposes a deeper fracture in the global economy: sovereignty versus rent-seeking, innovation versus…
Oct 24, 2025 · 57:55
Japan rewired its politics: a power shift, a woman at the helm, and a minority government forced to bargain for every vote. What follows when high approval collides with hard…
Oct 10, 2025 · 1:00:24
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…
Oct 7, 2025 · 1:01:58
What if money could make you freer instead of more dependent? Matt McClintock joins the pod to dive into Bitcoin’s evolution from digital experiment to geopolitical force - a…
Sep 30, 2025 · 1:03:44
Jacob Shapiro is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, to discuss the accelerating convergence of Bitcoin, AI, geopolitics, and energy. Pines…
Sep 24, 2025 · 1:06:34
Jacob Shapiro reconnects with Chase Taylor (of Pinecone Macro) for a wide-ranging conversation on U.S. competitiveness. The two dig into why electricity costs, labor shortages,…
Sep 22, 2025 · 46:56
Jacob steps away from his usual roster of experts to bring listeners a first-person account from Kathmandu. Law student and human rights scholar Prasansha Rimal reflects on…
Sep 19, 2025 · 1:13:36
Jacob and Rob reunite after a long break, tracing the threads between a dizzying run of global events and markets that seem strangely calm. Jacob frames the conversation with…
Sep 15, 2025 · 55:47
Jacob Shapiro sits down with Jacek Bartosiak, founder of Strategy&Future, to discuss Russia’s drone incursions into Polish airspace and their broader implications. From Warsaw’s…
Sep 9, 2025 · 1:15:46
After a month-long hiatus recovering from illness, Jacob Shapiro returns to the podcast joined by recurring guest Elohim Monard. Together, they examine the transactional nature…
Aug 8, 2025 · 56:29
Jacob and Rob dig into Trump’s firing of the Bureau of Labor Statistics commissioner, exposing the political theater surrounding government data. They explore labor hoarding, CPI…
Jul 29, 2025 · 1:02:24
Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI’s disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly…
Jul 18, 2025 · 1:09:16
Jacob interviews Dr. Van Jackson, an international relations scholar specializing in East Asian and Pacific security. They discuss the accelerating pace and volatility of U.S.…
Jul 11, 2025 · 52:31
Jacob welcomes economic policy expert Mike Konczal for a wide-ranging conversation on American capitalism, industrial policy, and the evolving role of the state. They explore how…
Jul 4, 2025 · 1:09:44
Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump’s criticism of the Fed, and the potential political and market-driven forces…
Jun 30, 2025 · 54:08
Jacob Shapiro speaks with Fahd Humayun about the shifting geopolitical dynamics in South Asia and the Middle East. They discuss Pakistan’s perspective on the Iran-Israel…
Jun 27, 2025 · 49:51
Jacob Shapiro and Rob Larity discuss the recent Israel-Iran conflict and its geopolitical impacts, including President Trump's ceasefire announcement. They analyze the muted…
Jun 20, 2025 · 47:26
Jacob Shapiro sits down with Facundo Robles, Program Coordinator at the Wilson Center’s Latin America Program, for a wide-ranging conversation on how the Israel-Iran conflict…
Jun 18, 2025 · 48:17
In this episode, Jacob speaks with Japan analyst Tobias Harris to unpack rising tensions in U.S.-Japan trade relations amid the Trump administration’s tariff blitz. They explore…
Jun 13, 2025 · 33:03
Jacob Shapiro is joined by Middle East expert Kamran Bokhari to analyze the rapidly unfolding Israeli military strikes on Iran. They discuss the strategic implications of…
Jun 13, 2025 · 29:03
Jacob Shapiro speaks with Iranian security expert Hamidreza Azizi to unpack Israel’s unprecedented strikes on Iran. They explore the strategic implications of Israel’s…
Jun 9, 2025 · 1:16:06
Jacob and Rob respond to listener feedback about negativity by focusing on positive trends, including declining violent crime and drug overdose rates in the U.S. They then dive…
Jun 6, 2025 · 53:12
Jacob welcomes Sim Tack, a military analyst at Force Analysis, to break down the shifting battlefield dynamics in Ukraine. Together, they unpack Ukraine’s evolving tactics,…
May 23, 2025 · 1:05:11
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…
May 16, 2025 · 56:38
Madison Darbyshire makes her first appearance on the podcast to discuss the screwworm – what it is, why it’s threatening U.S. ranchers again, and why all of this could have been…
May 12, 2025 · 1:07:02
In this episode, Jacob Shapiro sits down with Matt Pines, who somehow manages to be both a national security thinker and a Bitcoin whisperer, to talk through the Trump…
May 9, 2025 · 1:07:52
This week, Jacob’s caffeinated and Rob is just trying to keep us on track as the duo dive into the so-called “Asian reverse currency crisis,” a spike in Asian FX that’s less a…
May 7, 2025 · 52:30
Kamran Bokhari answers the bat signal to join Jacob Shapiro for a wide-ranging conversation on the spike in India-Pakistan tensions following the Kashmir attack - and why it’s…
May 2, 2025 · 58:50
Conversando de Pol ítica - https://www.conversandodepolitica.com/ -- In this episode, Jacob sits down with Elohim Monard for a sharp, layered conversation about Hispanic support…
Apr 30, 2025 · 58:11
Jacob Shapiro is joined by Akshar Patel from The Emissary to unpack the rapidly escalating crisis between India and Pakistan after a deadly terrorist attack in Kashmir. They…
Apr 28, 2025 · 56:38
Chase Taylor of Pine Cone Macro is back to break down the mess that is U.S. trade policy and what it means for markets. We talk about whether Trump’s tariffs are pushing us…
Apr 25, 2025 · 51:32
In this wide-ranging episode, Jacob and Rob check in on markets, discuss the issue of Federal Reserve independence, and somehow end up talking about the future of the Catholic…
Apr 11, 2025 · 53:52
American Airlines can’t keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week. -- Timestamps: (00:00) - Introduction and…
Apr 8, 2025 · 49:43
Notice: This is the last episode that we'll be cross-posting on the JShap Show Channel! For details on this episode and further off the wall updates, follow Geopolitical Cousins…
Apr 7, 2025 · 1:02:08
Vance hosted Jacob on his podcast – so only fair that Jacob should return the favor! Vance and Jacob talk about early returns on Trump administration policies for U.S. and…
Apr 4, 2025 · 1:44:23
Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve…
Apr 2, 2025 · 57:16
We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer…
Mar 31, 2025 · 53:54
Jacob welcomes Georgi Engelbrecht on to the podcast for the first time to discuss the importance of the Philippines, why it matters, its relationship with China, and the…
Mar 28, 2025 · 40:04
Jacob and Rob squeeze in a quick episode to reality-check some of the media narratives out there about an imminent recession, copper prices, and the U.S. dollar. From there, they…
Mar 28, 2025 · 59:22
Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listen You can also such look up "Geopolitical Cousins" on your…
Mar 24, 2025 · 1:57:51
Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting…
Mar 14, 2025 · 1:09:04
NEW FEED: https://geopolitical-cousins.captivate.fm/listen You can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the…
Mar 12, 2025 · 1:06:30
Trump’s tariff policy is all over the place - Ton, off, then back on again. Markets don’t like uncertainty, and Jacob' sister is even texting him about stocks. China? Barely…
Mar 7, 2025 · 46:24
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…
Mar 2, 2025 · 1:02:00
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…
Feb 28, 2025 · 34:40
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…
Feb 25, 2025 · 57:15
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…
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