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The Jacob Shapiro Podcast

von Jacob Shapiro

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  1. 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 Str

  2. 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

  3. 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 f

  4. 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 acce

  5. 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,

  6. 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

  7. 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 whi

  8. 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

  9. 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 ar

  10. 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 fem

  11. 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 po

  12. 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 tarif

  13. 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 s

  14. 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 Jer

  15. 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

  16. 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 soverei

  17. 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 res

  18. 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 sho

  19. 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 traditiona

  20. 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

  21. 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 f

  22. 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 geopolitic

  23. 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 mat

  24. "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 (https://www.sinicapodcast.com/podcast), pushes us to confront something deeper: what if China’s transformation exposes the West’s blind sp

  25. “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

  26. “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

  27. 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 t

  28. 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 shr

  29. 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 th

  30. 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 Wash

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