PODCAST · news
Frontlines – RealAgriculture
by RealAgriculture
Geopolitical issues are impacting agriculture at a rapid rate. World issues are out of farmer's and rancher's control, but they definitely still have an impact on farm businesses. It's necessary to understand what is happening around the world to make more informed decisions for higher profit or risk mitigation. Join Shaun Haney of RealAgriculture and Jacob Shapiro, geopolitical analyst with Cognitive Investments and Perch Perspectives, in a monthly discussion as they analyse current events around the world and how they could affect agriculture both now and in the future.
Episodes
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European politics, U.S. midterms, and what to watch in Brazil | Frontlines
While global news headlines focused on the televised chaos of street protests in Paris this past week, geopolitical analyst Jacob Shapiro says media attention is focused on entirely the wrong story. Joining host Shaun Haney on this episode of Frontlines, Shapiro says that behind the superficial...
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Frontlines: Canada resists U.S. pressure as trade talks fall apart
Diplomatic tensions and escalating trade disputes continue to challenge standard economic alliances, leaving nations to weigh the costs of sovereignty against economic integration. As bilateral trade talks face friction over long-term stability and sovereignty guarantees, global markets face...
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Frontlines: Renewable energy, tech adoption, and an exit ramp for the U.S.-Iran conflict
As geopolitical volatility continues to disrupt energy markets and maritime trade routes, global supply chains face prolonged uncertainty. Intermittent closures of the Strait of Hormuz highlight the brittle nature of global energy systems and the growing necessity for long-term strategic...
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Russia-Ukraine, Iran, oil markets, and what the World Cup reveals about global politics | Frontlines
What does the FIFA World Cup tell us about geopolitics? Find out in this episode of the Frontlines podcast! For this episode, host Shaun Haney and geopolitical analyst Jacob Shapiro use the global football tournament as a springboard to discuss nationalism, international institutions, and the…
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From Hormuz to AI, competing forces are driving the global economy | Frontlines, June 2026
Editor’s note: This episode of Frontlines was recorded June 5, 2026. Despite the ongoing closure of the Strait of Hormuz and rising concerns over global energy supplies, financial markets continue to signal confidence, creating what geopolitical analyst Jacob Shapiro of Bespoke Group describes as...
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Hormuz chokehold raises stakes for energy, fertilizer, and global food prices | Frontlines, May 2026
The prolonged closure of the Strait of Hormuz is no longer a hypothetical risk—it’s a live disruption with real consequences for global energy, fertilizer, and food systems. In this episode of Frontlines, Jacob Shapiro of Bespoke Group joins RealAgriculture’s Shaun Haney to unpack what’s driving...
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Frontlines: Escalation in Iran conflict could trigger pandemic-level disruption to global economy
Escalating conflict in the Middle East is raising serious concerns about global energy flows, economic stability, and the broader geopolitical order—issues that could have downstream impacts on Canadian agriculture and trade. In this Frontlines episode, Shaun Haney of RealAgriculture and Jacob...
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Frontlines: What the U.S.–Iran conflict could mean for oil, fertilizer, and farm economics
The sudden and serious military action in the Middle East is raising new questions about energy markets, trade flows, and input costs — all factors that can quickly ripple into agriculture. In this Frontlines episode recorded Monday, March 9, RealAgriculture’s Shaun Haney speaks with Jacob…
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Frontlines: From trade partner to pressure point — Canada's evolving leverage with Trump
Canada’s relationship with the United States is entering a far more consequential phase than a typical trade dispute, and how Ottawa responds could reshape North American geopolitics for years. On this episode of the Frontlines podcast, RealAgriculture’s Shaun Haney is joined by Jacob Shapiro of...
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Frontlines: Maduro's capture could set off unexpected consequences for agriculture trade flows
The U.S.-led arrest of Venezuelan President Nicolás Maduro may have been framed as a crackdown on drug trafficking, but its ripple effects could extend deep into agricultural markets across the Americas. In this Frontlines episode, Shaun Haney of RealAgriculture speaks with Jacob Shapiro of the...
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RealAg Radio: Frontlines — National security, Putin visits India, and interest in Venezuela, Dec 10, 2025
Welcome to this special crossover episode of RealAg Radio and the Frontlines podcast! For today's show, Shaun Haney is joined by Jacob Shapiro of the Bespoke Group where they unpack the impact of global trade on national security, signals that come from Putin's visit to India, and interest in...
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Frontlines: Shifting world order demands new trade, diplomatic strategies
As the global balance of power shifts away from U.S. dominance, Canada must rethink its trade strategy and economic positioning, particularly in agriculture, says Jacob Shapiro, geopolitical strategist with the Bespoke Group on this end-of-October edition of the Frontlines podcast. Shapiro...
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Frontlines: An interesting mix of U.S. tariffs, Brazilian beans, and Argentine politics
The United States’ approach to agricultural trade has taken an interesting twist, as U.S. tariffs on Brazilian production and shifting political alliances are redrawing the map for global commodity flows. In this episode of Frontlines, geopolitical analyst Jacob Shapiro of Bespoke Group joins...
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Frontlines: European resolve, not Alaskan summits, will shape Ukraine's fate
As geopolitical headlines swirl, one reality persists: the war in Ukraine grinds on—and it’s not flashy summits or rhetorical gestures that will shape its outcome. In the latest Frontlines episode, Shaun Haney of RealAgriculture is joined by Jacob Shapiro of The Bespoke Group to unpack the recent...
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Frontlines: Xi Jinping's grip, U.S.-China trade tensions, and Canada's tricky spot
On this episode of Frontlines, host Shaun Haney and Jacob Shapiro of the Bespoke Group dig into the global power plays currently rippling through agriculture and commodity markets. From China’s political manoeuvring to the long game of trade wars, this episode is packed with context for anyone...
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Frontlines: Game-changing drone attacks, brinkmanship, and moving on from the Middle East
In this episode of Frontlines, Shaun Haney of RealAgriculture and Jacob Shapiro of the Bespoke Group navigate a whirlwind of geopolitical developments—from US-China trade gestures and Iran-Israel brinkmanship, to a game-changing drone strike in Russia. As always, they separate noise from signal…
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Frontlines: Election outcomes, U.S. tariff fallout, and eroding alliances
As geopolitical tensions ripple across continents, Canada finds itself increasingly impacted by events well beyond its borders—from a shifting U.S. foreign policy to renewed conflict in South Asia. In this episode of Frontlines, RealAgriculture’s Shaun Haney and Jacob Shapiro, director of…
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Frontlines: Re-programming Frankenstein, shifting alliances, and a dilly-dallying Europe
Even before today's Ukraine/U.S. meeting in the Oval Office, geopolitical positions are shifting at an alarming pace. Are countries ready for the full impact of Donald Trump's trade and diplomatic policies? To begin to unpack the changes both domestically and internationally, Jacob Shapiro of...
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Frontlines: Canada is facing an imperialist in Trump, not a protectionist
When it comes to the geopolitical implications of this second Trump presidency, perhaps no one could have predicted the shift from protectionist to imperialist—but here we are, says Jacob Shapiro with Cognitive Investments. Shapiro says that not since 35th president William McKinley has the U.S....
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Frontlines: Exploding electronics, out-suffering opponents, self-sufficiency, and trade diversification
In a world where a laptop or cellphone usually travels thousands of miles before it's used, what does it mean to trade when electronic devices are made to explode en masse? Jacob Shapiro, head of geopolitical and macro research for Bespoke Group, isn't exaggerating when he likens this week's...
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Frontlines: Mexico has a new president, now what?
Welcome to Frontlines: Geopolitics affecting agriculture with Jacob Shapiro of Cognitive Investments and Shaun Haney! On this podcast episode, Shapiro unpacks the results of this week's Mexican presidential election. Shapiro says that electing Claudia Sheinbaum as its president-elect is a net...
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Frontlines: Tension escalates in the Middle East — what now?
Jacob Shapiro of Cognitive Investments is back for another episode of Frontlines. Joining host Shaun Haney, Shapiro delves into the complex dynamics of current Middle Eastern geopolitics which continues to find increased escalation among a broader set of countries. When it comes to the Middle…
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Frontlines: Trouble in the Red Sea, logistics snarls, China, and the U.S. election
It's time for the Frontlines podcast! Shaun Haney is joined by Jacob Shapiro of Cognitive Investments, to tackle the top geopolitical issues impacting agriculture. Up for discussion in this episode: Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping...
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Frontlines: Israel vs Hamas, U.S. military constraints, and reasons to look beyond the conflict
Welcome to the latest edition of our new (how long can we call it that?) monthly podcast: "Frontlines — Geopolitics affecting agriculture," with Shaun Haney of RealAgriculture and Jacob Shapiro, geopolitical analyst with Cognitive Investments and Perch Perspectives. As you would expect, this...
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Frontlines: National interests vs ideology, Indian separatism, and Western support for Ukraine
Welcome to the third episode of a new podcast: "Frontlines — Geopolitics affecting agriculture," with co-hosts Shaun Haney of RealAgriculture and Jacob Shapiro, geopolitical analyst with Cognitive Investments and Perch Perspectives. Eagle-eyed (eared?) listeners will note this is a brand new name...
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ABOUT THIS SHOW
Geopolitical issues are impacting agriculture at a rapid rate. World issues are out of farmer's and rancher's control, but they definitely still have an impact on farm businesses. It's necessary to understand what is happening around the world to make more informed decisions for higher profit or risk mitigation. Join Shaun Haney of RealAgriculture and Jacob Shapiro, geopolitical analyst with Cognitive Investments and Perch Perspectives, in a monthly discussion as they analyse current events around the world and how they could affect agriculture both now and in the future.
HOSTED BY
RealAgriculture
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