- #49 Politik & Verwaltung
- #49beste Platzierung
- wöchentlichErscheinungsrhythmus
- 59 mintypische Länge
- vor 4 Tagenletzte Folge
Folgenzu den neuesten
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 p
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
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 r
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 exis
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
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 f
“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 politi
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 “p
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
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 institut
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
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 br
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
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
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,
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 heightene
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 realiti
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 unclea
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 regim
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,
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
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 manpowe
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, s
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 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 stra
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
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
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 authoritariani
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
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
