The Jacob Shapiro Podcast
Hosted by Jacob Shapiro, this podcast offers long-form explorations of geopolitics, markets, crypto, agriculture, macro-finance, commodities, and foreign exchange. It features biweekly interviews with global experts and weekly roundups of financial and geopolitical events.
Episodes
Cooler Heads Are Not Prevailing
Jacob Shapiro welcomes back Peter Harrell, visiting scholar at Georgetown's Institute of International Economic Law and former White House senior director for international economics. Trump keeps finding new legal tools - including a forgotten 1930 law now aimed at Canada - and companies have stopped investing because they can't guess what comes next :/ Also, Washington has quietly bought stakes i
Lessons Learned - Geopolitical Cousins
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 pestering all three of them for their pieces as a Stratfor intern - for an unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from Stratfor's early-2000s "golden
This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins
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, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?The conversation ranges f
Geography is Destiny: China, The Global South, & Energy
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 how the Global South actually sees the US-Iran war, why nobody expects China to ride to anyone's rescue, and how Vietnam's tariff and energy shocks became a never-again moment. He and Jacob dig into the myth that tariffs can
Why Is China Bad at Soccer?
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 Balogun controversy, England-Argentina and the ghost of the Falklands, why sports and politics were never actually separate, and why China and India can barely qualify while Cape Verde runs wild. Plus: whether soccer ever trul
Shipping for Dummies
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 changed in eleven years, most of the efficiency gains, double hulls, eco-designed vessels, LNG boil-off fixes, were locked in over a decade ago, leaving only regulation to move the needle. The two dig into why the US lost
Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics
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 people together, while acknowledging that politics inevitably follows major global events.Shapiro says that international sporting events can provide valuable insight into broader geopolitical trends while also serving as a ra
Is The War Over?
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 reversible - sanctions relief hinges on a phone call, the $300 billion investment fund is unfunded, and both Iran and the US are already renegotiating its terms through actions, not words. They dig into Iran's Strait of
The Cartel Math Isn't Mathing
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 ministries' budgets, can't out-spy the cartels, and may face limited US drone strikes Mexico has no way to resist. El Mencho's death looks more like an ambush than a victory. Nearshoring pencils out on a spreadsheet - until corru
Crosspost: Frontlines "Hormuz to AI"
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 and Jacob discuss geopolitics from an agricultural lens, exploring how the world reacts to the extremely fine-tuned world of ag. Many analysts expected a prolonged disruption in the Strait to trigger severe economic fallout.
Who Killed the Florida Orange?
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 journalist Alexander Sammon, who wrote a definitive autopsy of the Florida orange industry, to understand how disease, globalization, and real estate swallowed one of America's most iconic crops. Scratch the surface of or
Are the Cartels Winning?
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 change rhetoric, not reality. The U.S. is more involved than anyone admits. And Sheinbaum is threading a needle between Washington's pressure and Mexican sovereignty. A conversation you won't find anywhere else.--Timestamps
Static, Not Strategic
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 strategic; Russian economic endurance remains the real variable. In Iran, a degraded military has reached a stalemate the U.S. and Israel cannot break without regime change. And in Mali, a jihadist advance is threatening to creat
Warp Speed for Everything
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 understood as a medium than a tool, what the shift from tangible to intangible assets means for investors, and why the dynamics of show business now govern every industry - from oil to politics.--Timestamps:(00:00) - Introooo(01:2
Gross Diplomacy
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. Elohim Monard returns to diagnose a political crisis that doubles as a case study in great-power failure. From "gross diplomacy" on social media to a runoff framed as "cancer versus HIV," Peru is caught between Washington and B
Fertilizer 101
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 dominates fertilizer supply, why the US can't easily fill the gap, which crops and regions are most at risk, and what farmers should do right now to protect themselves.--Timestamps:(00:00) - Welcome (01:15) - War Context and S
The Off Ramp Is Right Now
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. Prices were already heading higher, the conflict accelerated the timeline, and the U.S. can't drill its way out of a closed Strait of Hormuz. Jacob and Josef also get into Canada's structural advantage, why markets are still
The View From Delhi
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 discuss how ordinary Indians are feeling the economic anxiety of potential energy shortages, India's long-standing policy of non-alignment in the Middle East, its deep ties with Gulf states, and why any lasting regional r
Soft Power is Underrated
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 standing. Jacob and Chase discuss escalation dynamics in the Strait of Hormuz, the psychology of both leaderships, and what a realistic off-ramp might look like. They close out on the topic of U.S. competitiveness - coverin
Renegade Scottish Economics
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 fascinating geopolitical underdogs around. The two dig into Scotland's constrained economic agency within the UK, the squandered promise of North Sea oil, the renewable energy transition, and why Scotland - like much of Europe -
Firepower Is Not a Strategy
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 politics, inflation risk, and explains what's shaken his analytical framework: the killing of moderate Iranian leaders, the appointment of a hardline Supreme Leader, the U.S. confusing firepower for strategy, and, of course, alli
An Imminent, Underreported War
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 underreported conflicts brewing today - a potential war over Red Sea access with echoes of Cold War rivalries, ethnic fracture lines, and a region that's been through hell once already. If you enjoyed the conversation, check out more
Escape from Tel Aviv
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 erupted. Avi recounts waking to sirens, sheltering with his mother, and navigating a closed airspace in a circuitous scramble to get home - a reminder that geopolitics is always personal. Note: If you know anyone in a Gulf or M
Who's Running Tehran?
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 radar systems first, then threaten energy infrastructure. He also unpacks who's actually running Tehran right now, why China and Russia are quietly helping, and why no optimistic scenario exists for Iran's long-term future.--T
Decapitation Strike
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 points to a "Venezuela model" - targeting IRGC hardliners while preserving moderate military figures to negotiate a nuclear deal. But... Has the moment for regime collapse has already passed? The two also explore the regi
Healthy Climate Skepticism (?)
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 hits before diving into 2026. They explore the transition from La Niña to El Niño, implications for U.S. agriculture, hurricane risk in the Gulf, and crop prospects in South America and the Black Sea. The discussion then wi
The Cold War That Wasn’t
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 a potential renaissance in Latin America and Canada, Louis argues that today’s volatility is accelerating deeper structural shifts. He explains why Europe remains fragmented, why energy prices could derail everything, and
Takaichi's New Japan
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 delivered a generational landslide. Sanae Takaichi, Japan's first female Prime Minister, led her Liberal Democrats into a victory so complete that the opposition straight up imploded (see: winning 2/3 of Parliament). At the center
War With Iran
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 between the two and and offers insights into Iran's internal politics, the role of the IRGC, and the possible repercussions of a U.S. attack. --Timestamps:(00:00) - Introduction(01:46) - Iran's Domestic Situation(02:44) -
Land, Debt, and Decline
Jacob sits down with agricultural economist Dr. David Kohl to unpack what a brutal downturn in farm profitability reveals about globalization, capital concentration, labor shortages, and long-term economic resilience. The two touch on tariffs, debt, and the limits of export-led growth, and then the conversation widens to examine how technology, demographics, and financial fragility are reshaping b
The Black Sea Isn’t Quiet Anymore
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 that may be changing. Jacob and Sizov examine recent attacks on shipping, the fragile balance keeping Black Sea exports moving, and how escalation could ripple through wheat, corn, energy markets, and global food security. Of
Fed Under Fire
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. Jacob and Mike discuss whether Trump’s confrontation with Jerome Powell is genuinely dangerous, how tariffs and immigration policy are shaping prices and growth, and why the labor market looks weaker beneath the surface.
Measuring Risk
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 Khanna of AlphaGeo to wrestle with a harder metric than dominance or growth - resilience. What actually allows states, systems, and societies to adapt when the rules keep changing? Shapiro and Khanna explore the events driving
For My Friends, Everything; For My Enemies, The Law
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 the pod with his presence once more as the U.S. treats a sovereign nation like a criminal organization to secure global oil markets, and the ideological fractures across Latin America deepen. Is this the beginning of a peace
Bye Bye Maduro, You Gone Now
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 narco-trafficking and more of than a blunt assertion of control over resources and geography. Venezuela is a test case, possibly a rehearsal, for deeper U.S. intervention in the Western Hemisphere, especially Cuba, and a sign of Was
Money and Control
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 participate in the global economy. Alex Gladstein joins the show to examine money as a human-rights issue, exploring how new digital tools are being used in places where traditional financial systems fail or are weaponized.
Right Wing Ascendant
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 sweeping from the Southern Cone to the Rio Grande. As traditional alliances fracture, a new "practical ideology" is emerging to unite the hemisphere through hard-fist security tactics and aggressive economic pragmatism. But
The Return of Imperial Strategy
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 realism while quietly demanding dominance, preaching restraint while laying groundwork for escalation. Civilizational panic collides with imperial muscle, producing a document that wants everything, everywhere, all at once. Van
The Geography of a Missing Daughter
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'sDaughters of the Bamboo Grove becomes a prism for a China where babies vanish, families fracture, and two identical lives grow up worlds apart. One twin speaks Mandarin, the other English. One hides in a bamboo grove; the other lands in Texas. Demic
The Geopolitics of Personalized Money
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 - it’s personal. This episode explores finance as a geopolitical arena where identity, data, and sovereignty reshape who holds leverage. What happens when individuals, not institutions, become the organizing unit of the mo
Demand Shock
Tariffs promise protection but unleash deeper shocks - reshaping demand, distorting prices, and testing the resilience of an already-strained economic system. Rob Larity and Jacob unpack the widening gap between political narratives and material reality, probing how erratic policy, volatile markets, and institutional guardrails collide. They ask whether the U.S. is entering a new era of economic f
"What the West Should Learn from China"
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 exposes the West’s blind spots about modernity, power, and progress itself? Jacob and Kaiser wrestle with uncomfortable parallels between America’s Gilded Age and China’s present, the myths we cling to about innovation and iden
“The Longevity Dividend, or, Why You Shouldn’t Bathe in the Blood of Virgins”
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 the Alliance for Longevity Initiatives (A4LI), take a dive into the emerging science that treats aging not as fate, but as a solvable biological problem with staggering geopolitical consequences. The two explore how extend
“ChatGPT is so mid”, or, Why AI Won’t Change the World
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 intelligence isn’t a revolution at all, but a late-stage innovation like shipping containers - transforming efficiency without changing the underlying system? Jerry Neumann joins the Jacob Shapiro Podcast and questions whether
The Legality of Trump’s Tariffs and U.S. Trade Power
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 a real-time breakdown of what’s at stake. Together, they cut through the legal jargon to reveal how a 1977 emergency powers statute became the foundation for Donald Trump’s sweeping tariff regime—and why the Court’s decisi
The Shrimp Among Whales
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 Jeffrey Robertson unpack how a nation long described as “the shrimp among whales” has learned to navigate the world’s toughest geopolitical waters. From shifting alliances and nuclear restraint to the economic promise of uni
The Rightist International
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 dissect what’s really driving Washington’s renewed aggression in the Caribbean, from Trump and Rubio’s internal power struggle - to the shadow of China, the lure of oil, and the global rise of hard-line politics. Together, they
Sovereignty vs. Swipe Fees
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 control. Jacob and Rob trace the fight over PIX from Brasília to Washington and beyond -into currency wars, trade tantrums, and the strange new politics of the Western Hemisphere. What does it mean when the world’s “rules-based
A Wild New Era of Japanese Politics
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 math - aging demographics, weak yen, and defense budgets racing past old taboos? Analyst Tobias Harris, author of The Iconoclast and writer of Observing Japan, joins The Jacob Shapiro Podcast to unpack the country’s most surp
Leverage on Leverage on Leverage
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 faith in liquidity, stability, and infinite growth begins to fray? From central banks hoarding bullion to insurers gambling on AI infrastructure, the same story unfolds—risk disguised as resilience. And somewhere between coff
The Government Is Coming For Your [insert asset here]
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 technology challenging governments, redefining sovereignty, and reshaping how value moves across the world. Matt and Jacob explore what “freedom money” really means, why personal sovereignty now collides with state power, and
Techno-Feudal Estates
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 argues that technological change is happening faster than existing frameworks can manage, pushing once-fringe ideas into mainstream policy debates. They explore how AI and Bitcoin are straining U.S. infrastructure, particu
Alone in the Insane Asylum
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, and weak industrial policy matter far more than endless chatter about tariffs or rate cuts. They trade scenarios on how soaring power demand, grid fragility, and demographic decline could shape America’s future against Chin
Youth Against Government
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 Nepal’s fragile democracy, its youth-led protests, and the deeper frustration with corruption and stagnant politics. She describes how social media both sparked dissent and revealed inequality, while broader grievances fueled u
“Bitcoin is a Miracle”
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 parallels to the 1920s, questioning whether today’s mix of political volatility, speculative fervor, and rapid technological change echoes past cycles of boom and fracture. Alongside Rob’s market perspective, he explores AI’s
Deterrence by Punishment
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 perspective, deterrence has failed, pushing debate toward a “politics of punishment.” Bartosiak outlines the fracturing of NATO credibility, the rise of an Intermarium bloc from the Baltics to Turkey, and Ukraine’s sur
Soft Dictatorship, Big Tariffs
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 of U.S.–Latin America relations, debating whether the region is part of a declining American empire and how leaders like Claudia Sheinbaum and Lula navigate Washington’s shifting policies. Their discussion ranges from Brazi
Pissing in the Public Pool
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 distortions, and the fragility of public statistical institutions in a polarized, AI-saturated world. The conversation spans historical context, philosophical takes on truth and data, and the coming war for proprietary in
Fiscal Reality and Financial Repression
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 commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe’s strategic weaknesses, the U.S.-China rivalry, and
The White Nationalist Social Democracy
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. foreign policy, characterizing Trump-era actions as part of a broader counter-revolutionary, oligarchic project. Van critiques both major U.S. parties and highlights the risk of diversionary wars as legitimacy crises grow. T
Our Post-Neoliberal Moment (w/ Mike Konczal)
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 the Biden administration’s economic agenda challenges decades of neoliberal orthodoxy, discuss the implications of increased public investment, and examine what it means to have a “pro-worker” economy. Konczal brings deep
Our Currency, Your Problem
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 affecting rate decisions. They explore Fed mechanics, historical precedent for presidential interference, and potential appointments like Scott Bessent. They also examine the inflationary impact of trade policy, tariff theatr
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun)
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 conflict, U.S.-Pakistan relations under a potential second Trump term, and the strategic implications of Pakistan’s recent military and diplomatic moves. The conversation also explores India-Pakistan tensions, the lowering thresho
The Largest Standing Army In Europe
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 market reactions, particularly oil's price drop, despite heightened tensions. The conversation then explores significant shifts in U.S.-Japan relations, highlighting Japan's rising outward investments as indicative of strategi
Latin America's Moment in Global Chaos
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 intersects with Latin America’s geopolitical and economic realities. They unpack why Latin America remains relatively stable amid global volatility, and how rising oil, fertilizer, and agricultural prices might impact countri
Tariffs, Trust, and Tokyo
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 how Japan—historically a close U.S. ally—is reacting to unclear demands, internal U.S. policy chaos, and the potential collapse of trust in American economic leadership. Tobias breaks down the limits of personal diplomacy,
Israel Strikes Iran P2: Analyst Kamran Bokhari
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 Israel’s targeted attacks on IRGC leadership, the potential for regime instability in Tehran, and the calculus behind Washington’s response. Bokhari introduces the concept of “evolutionary regime change” and outlines scenarios ra
Israel Strikes Iran P1: Security Expert Hamidreza Azizi
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 multi-phase assault, including the assassination of top IRGC commanders, the targeting of nuclear and missile infrastructure, and the collapse of Iran’s proxy network. Azizi outlines Iran’s limited options—from potential retaliation
Stablecoins and the Geopolitics of Trust
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 into a high-level exploration of stablecoins—what they are, why they matter, and the potential risks and geopolitical implications of their rise. They compare the U.S. approach to stablecoins with the digital currency strat
Ukrainian Drone Attack and the Future of War
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, Russia’s slow but grinding advances, and the logistical and manpower challenges both sides face. Jacob pushes for a bigger picture: what this phase of the war tells us about the future of U.S. involvement, Europe’s strategic po
The Juice Is Already Killing Us
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 i
The Most Terrifying Insect You’ve Never Heard Of
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(0
The Froth of Grift
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 b
The Reverse Currency Crisis That Isn’t
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
The Indus Waters Are Getting Hot
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 Middl
Latinos for Trump (But Make It Complicated)
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,
The Pahalgam Terrorist Attack
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
Go Where The Fiscal Is
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
The Economy Has COVID
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) - T
Separating Signal From Noise (with Rob!)
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 Tar
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