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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

01:05:11

The Juice Is Already Killing Us

The Jacob Shapiro Podcast ·

2025/05/23

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,

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56:38

The Most Terrifying Insect You’ve Never Heard Of

The Jacob Shapiro Podcast ·

2025/05/16

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 prevented. Come for awareness of an emergent problem; stay for the geopolitical explanation for why Texas is the ancestral home of the American cowboy.--Timestamps:(00:00) - Introduction(02:46) - Understanding Screwworms(04:35) - History of Screwworm Eradication(09:07) - Challenges and Costs of Eradication(18:27) -

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01:07:02

The Froth of Grift

The Jacob Shapiro Podcast ·

2025/05/12

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 administration’s pivot toward crypto, why Bitcoin has suddenly gone strategic, and what it tells us about where the global economy might be headed. They dig into the politics, the policy confusion, and the deeper structural shifts behind the headlines. From U.S.-China competition to financial fragmentation, Matt breaks it down without

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01:07:52

The Reverse Currency Crisis That Isn’t

The Jacob Shapiro Podcast ·

2025/05/09

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 crisis and more the result of twenty-five years of carry trades finally snapping. We break down what it means for the dollar, for diversification, and for the poor bastards running Taiwanese insurance portfolios. Then: Trump wants tariffs on foreign movies (seriously), Saudi Arabia starts pumping oil like it’s 2019, and we

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52:30

The Indus Waters Are Getting Hot

The Jacob Shapiro Podcast ·

2025/05/07

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 not just business as usual. They unpack the strategic logic (or lack thereof) behind Pakistan’s moves, India’s dilemma over deterrence, and the escalating risk of regional miscalculation. They also dig into the broader Middle East: Iran’s negotiations, Houthi missiles, and whether the U.S. is quietly brokering a regional

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58:50

Latinos for Trump (But Make It Complicated)

The Jacob Shapiro Podcast ·

2025/05/02

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 for Trump, the politics of deportation, and how authoritarianism creeps in under the banner of law and order. They talk about prisons as geopolitical tools, from El Salvador’s extreme model to France’s cocaine-fueled chaos, and whether Trump’s policies are building a regime of fear among immigrants and international students

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58:11

The Pahalgam Terrorist Attack

The Jacob Shapiro Podcast ·

2025/04/30

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 cover what happened, why this attack is different, and why India’s suspension of the Indus Waters Treaty is such a big geopolitical shift. Akshar breaks down Pakistan’s internal fractures, India’s military limitations, and how water is becoming a pressure point in South Asia. This isn’t just saber-rattling... it’s a slow burn

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56:38

Go Where The Fiscal Is

The Jacob Shapiro Podcast ·

2025/04/28

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 toward recession, why China’s fiscal discipline might actually be a strength, and where smart investors should be looking outside the U.S. Chase walks through opportunities in Greece, Brazil, and Chile, and we take a step back to talk about how capital flows and political risk are reshaping global investing. Plus, we nerd out

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51:32

The Economy Has COVID

The Jacob Shapiro Podcast ·

2025/04/25

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 Church. We are large – we contain multitudes!--Timestamps:(00:00) - Introooo(02:55) - Market Trends and Economic Indicators(04:15) - Freight Data and Economic Concerns(07:42) - Historical Context: Market Reactions(16:44) - The Fed's Role and Independence(26:40) - Trump's Economic Approval Ratings(27:29) - Debating Economic vs

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53:52

Separating Signal From Noise (with Rob!)

The Jacob Shapiro Podcast ·

2025/04/11

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 Travel Woes(01:09) - Ranting About American Airlines(02:21) - Catching Up with Rob(03:06) - Market Volatility and Tariffs(04:34) - Financial Crisis vs. Current Situation(07:42) - Uncertainty in the Market(08:48) - Impact of Tariffs and Trade War(13:11) - Bond Yields and Inflation Expectations(20:20) - Dollar Weakness and Global

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49:43

Let Them Drink Bleach

The Jacob Shapiro Podcast ·

2025/04/08

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 wherever you get your podcasts!!Helpful Link - https://feeds.captivate.fm/geopolitical-cousins/This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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01:02:08

Blessing by Blowtorch

The Jacob Shapiro Podcast ·

2025/04/07

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 Canadian farmers. They discuss the virtues and pitfalls of Bitcoin, and close with some heartfelt thoughts on insights Vance has derived from interviewing hundreds of people about the most meaningful aspects of their life. --Timestamps:(00:00) - Intro(00:01) – Response to U.S. politics(11:45) – Biofuels(14:32) – Debt/land

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01:44:23

Riding on the Hog of a Fiscal Orgy

The Jacob Shapiro Podcast ·

2025/04/04

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 a third presidential term. --Timestamps:(00:00) - Introduction and Episode Overview(01:46) - Discussion on Tariffs and Trade Deficit(02:58) - Reciprocal Tariffs and Economic Reactions(04:56) - Market Reactions and Negotiation Strategies(07:02) - Uncertainty and Global Trade Dynamics(07:45) - Historical Context and Strategic

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57:16

🇺🇸 Liberation Day 🇺🇸

The Jacob Shapiro Podcast ·

2025/04/02

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 be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day!--Timestamps:(00:00) - Introduction

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53:54

At the Frontline of the South China Sea and Democracy

The Jacob Shapiro Podcast ·

2025/03/31

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 Duterte-Marcos rivalry that is reverberating throughout the democratic world.--Timestamps:(00:00) - Introduction and Guest Introduction(02:22) - Life and Work in the Philippines(04:27) - Geopolitical Importance of the Philippines(05:49) - Historical and Cultural Context of the Philippines(08:56) - Philippines-China Relations and

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40:04

Beware the Profit Recession and India’s Stock Bubble

The Jacob Shapiro Podcast ·

2025/03/28

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 cast their eyes toward emerging markets, looking at events in Brazil, Indonesia, India, and Turkey, and concluding that things still look good in a multipolar world…as long as you have an appropriate level of risk tolerance. They close with specific thoughts on the Indian market.--Timestamps:(00:00) - Intro(01:20) – Profit

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59:22

Geopolitical Cousins - Get Off Our Lawn

The Jacob Shapiro Podcast ·

2025/03/28

Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listenYou can also such look up "Geopolitical Cousins" on your favorite podcast provider. This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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01:57:51

Will Trump Go to War with Iran?

The Jacob Shapiro Podcast ·

2025/03/24

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 itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, drafting teams of 7 for the top geopolitical sports moments in history.Timestamps:(00:00) - Intro (01:00) - Iran(31:00) - Turkey(46:00) – Indonesia(58:00)

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01:09:04

Messing Around and Finding Out

The Jacob Shapiro Podcast ·

2025/03/14

NEW FEED: https://geopolitical-cousins.captivate.fm/listenYou can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the goat rodeo! The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the future of Canada, Europe, and inflation look like in a land of all sticks and no carrots

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01:06:30

Pulling the Wrong Levers

The Jacob Shapiro Podcast ·

2025/03/12

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 flinching. Europe? Actually getting its act together, with Germany and Poland leading the charge. Meanwhile, Turkey’s making moves, the Kurds are recalibrating, and Iran’s back in the mix. --Timestamps:(00:00) - Intro(00:40) - Sister Index(05:40) - Impact of US Tariffs and Trade Policies(08:46) - Trump Administration's Policy

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