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PODCAST

The Jacob Shapiro Podcast

The Jacob Shapiro Podcast is a modern geopolitics podcast that wades deep into the machinery of our global systems. We explore not just what happened this week, but why it happened, and what it means for markets, money, and the people living through it. Geopolitics is the intersection of geography and politics. Each episode, geopolitical analyst Jacob Shapiro sits down with economists, strategists, scientists, journalists, and people on the ground to follow one story to its roots: the US-China

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All Episodes

46:24

The Thing about Tariffs

The Jacob Shapiro Podcast ·

2025/03/07

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 bad, you have come to the right place.--Timestamps:(00:00) - Intro(03:33) - Tariffs and Trade Wars(07:54) - Impact of

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34:40

Mr. Market Is Not Happy

The Jacob Shapiro Podcast ·

2025/02/28

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 in on Mr. Market(12:11) – International Market Over-performance(13:11) – Germany and the Future (22:03) - ...What about the

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01:31:26

Stop Waiting To Live a Good Life

The Jacob Shapiro Podcast ·

2025/02/18

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 some of the science and context around informatics, human flourishing, and deep success. Rob and Jacob share some of their

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54:20

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

The Jacob Shapiro Podcast ·

2025/02/14

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 on U.S. global influence and strategic interests. --Timestamps:(00:00) - Intro (02:32) - The Origins and Controversies

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40:52

#256 - And Now, The Weather

The Jacob Shapiro Podcast ·

2025/02/11

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 finish on weather conditions in Europe and India.--Timestamps:(00:00) - Intro (01:00) - Snow in the gulf(5:30) – Weak La

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01:03:15

#255 - Strategic Ketchup Reserve

The Jacob Shapiro Podcast ·

2025/02/07

Description (replace me)--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.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by

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01:33:22

#254 - Geopolitical Cousins

The Jacob Shapiro Podcast ·

2025/02/04

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) - Geopolitical Implications of Tariffs(36:23) - The Multipolar World and America's Strategic Position(49:39) - The Shifting

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50:28

#253 - Lose the War, Win the Peace

The Jacob Shapiro Podcast ·

2025/02/03

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 First” rhetoric.--Timestamps:(00:00) - Intro(02:01) - Ukraine Updates - Will Russia negotiate?(11:09) - Will Russia negotiate

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56:28

#252 - Mexican Leverage

The Jacob Shapiro Podcast ·

2025/01/31

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 Canada, and how these relationships will shape trade policies. Throughout, they stress the need for a clear-eyed view of

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22:28

#251: Don't Forget The DRC

The Jacob Shapiro Podcast ·

2025/01/25

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 Marco Rubio's first diplomatic visit to Panama, suggesting it could mark a renewed focus on Latin America. Additionally,

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57:55

#250 - Hungarian Baby Incentives

The Jacob Shapiro Podcast ·

2025/01/17

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. They explore the implications of economic policies, such as the recent jobs report and inflation data, while also

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01:13:25

#249 - Trumpismo Rising

The Jacob Shapiro Podcast ·

2025/01/14

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 nuanced support, especially among Latino men and younger generations. Elo emphasizes that the Latino population is

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58:39

#248 - Yet Another New World Order 🙄

The Jacob Shapiro Podcast ·

2025/01/10

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 conversation also delves into the economic landscape, particularly how anticipated tariffs under a Trump administration

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58:59

#247 - Syria

The Jacob Shapiro Podcast ·

2024/12/16

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 Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter:

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56:39

#246 - Government Collapse Week

The Jacob Shapiro Podcast ·

2024/12/13

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) – South Korea--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the

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01:01:31

#245 - Bully Capitalism

The Jacob Shapiro Podcast ·

2024/11/15

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) - Intro (01:54) - Global Ice Trade(03:56) - Scott Besant's Economic Policies(18:51) - Historical Comparisons and Economic Models(33:21)

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48:13

#244 - Japan is Waking

The Jacob Shapiro Podcast ·

2024/11/11

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 recent biography on former Japanese PM Shinzo Abe and his legacy.--Timestamps:(00:00) - Intro(02:33) - Japan 101(08:07) –

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01:08:03

#243 - Trump's Triumph: What the Election Means for...

The Jacob Shapiro Podcast ·

2024/11/08

Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting the volatility in risk assets and the contrasting performance of renewable energy stocks and traditional industries like steel. The conversation also

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02:21:24

Four More Years: Trump 2.0 and What Comes Next

The Jacob Shapiro Podcast ·

2024/11/07

Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode, they discuss what happened in the election, what Trump’s agenda will mean for the economy and markets, how to understand the geopolitical impact…and what his victory might mean for the future of the United States.--Timestamps:00:00 - Intro01:17– Realignment or flash in the pan?15:25 – Domestic agenda40:40 – US-China Relations1:03:40 – Mexico1:13:20 – Ukraine/EU1:27:51 – MENA/Iran1:40:25 – Future of the

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56:25

#242 - Gold, Migration, and Cocaine

The Jacob Shapiro Podcast ·

2024/11/03

Description (replace me)--Timestamps:00:01 - Intro01:14 - Understanding Crime in Latin America08:30 - Case Study: Guatemala and Its Challenges19:48 - Emerging Trends in Drug Trafficking22:54 - The Narco State Concept Explained31:24 - The Situation in Mexico: Democracy at Risk44:02 - El Salvador's Authoritarian Shift45:52 - Peru's Political Instability and Future Outlook56:03 - Conclusion and Final Thoughts--Referenced in the

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