All Episodes
The Jacob Shapiro Podcast — 351 episodes
Geography is Destiny: China, The Global South, & Energy
Why Is China Bad at Soccer?
Shipping for Dummies
Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics
Is The War Over?
The Cartel Math Isn't Mathing
Crosspost: Frontlines "Hormuz to AI"
Who Killed the Florida Orange?
Are the Cartels Winning?
Static, Not Strategic
Warp Speed for Everything
Gross Diplomacy
Fertilizer 101
The Off Ramp Is Right Now
The View From Delhi
Soft Power is Underrated
Renegade Scottish Economics
Firepower Is Not a Strategy
An Imminent, Underreported War
Escape from Tel Aviv
Who's Running Tehran?
Decapitation Strike
Healthy Climate Skepticism (?)
The Cold War That Wasn’t
Takaichi's New Japan
War With Iran
Land, Debt, and Decline
The Black Sea Isn’t Quiet Anymore
Fed Under Fire
Measuring Risk
For My Friends, Everything; For My Enemies, The Law
Bye Bye Maduro, You Gone Now
Money and Control
Right Wing Ascendant
The Return of Imperial Strategy
The Geography of a Missing Daughter
The Geopolitics of Personalized Money
Demand Shock
"What the West Should Learn from China"
“The Longevity Dividend, or, Why You Shouldn’t Bathe in the Blood of Virgins”
“ChatGPT is so mid”, or, Why AI Won’t Change the World
The Legality of Trump’s Tariffs and U.S. Trade Power
The Shrimp Among Whales
The Rightist International
Sovereignty vs. Swipe Fees
A Wild New Era of Japanese Politics
Leverage on Leverage on Leverage
The Government Is Coming For Your [insert asset here]
Techno-Feudal Estates
Alone in the Insane Asylum
Youth Against Government
“Bitcoin is a Miracle”
Deterrence by Punishment
Soft Dictatorship, Big Tariffs
Pissing in the Public Pool
Fiscal Reality and Financial Repression
The White Nationalist Social Democracy
Our Post-Neoliberal Moment (w/ Mike Konczal)
Our Currency, Your Problem
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun)
The Largest Standing Army In Europe
Latin America's Moment in Global Chaos
Tariffs, Trust, and Tokyo
Israel Strikes Iran P2: Analyst Kamran Bokhari
Israel Strikes Iran P1: Security Expert Hamidreza Azizi
Stablecoins and the Geopolitics of Trust
Ukrainian Drone Attack and the Future of War
The Juice Is Already Killing Us
The Most Terrifying Insect You’ve Never Heard Of
The Froth of Grift
The Reverse Currency Crisis That Isn’t
The Indus Waters Are Getting Hot
Latinos for Trump (But Make It Complicated)
The Pahalgam Terrorist Attack
Go Where The Fiscal Is
The Economy Has COVID
Separating Signal From Noise (with Rob!)
Let Them Drink Bleach
Blessing by Blowtorch
Riding on the Hog of a Fiscal Orgy
🇺🇸 Liberation Day 🇺🇸
At the Frontline of the South China Sea and Democracy
Beware the Profit Recession and India’s Stock Bubble
Geopolitical Cousins - Get Off Our Lawn
Will Trump Go to War with Iran?
Messing Around and Finding Out
Pulling the Wrong Levers
The Thing about Tariffs
Did the US Just Abandon Ukraine?
Mr. Market Is Not Happy
Trade Wars are Metal Wars
Perceived Concessions
Stop Waiting To Live a Good Life
USAID's Demise: What It Means for Global Power and U.S. Influence
#256 - And Now, The Weather
#255 - Strategic Ketchup Reserve
#254 - Geopolitical Cousins
#253 - Lose the War, Win the Peace
#252 - Mexican Leverage
#251: Don't Forget The DRC
#250 - Hungarian Baby Incentives
#249 - Trumpismo Rising
#248 - Yet Another New World Order 🙄
#247 - Syria
#246 - Government Collapse Week
#245 - Bully Capitalism
#244 - Japan is Waking
#243 - Trump's Triumph: What the Election Means for America and the World
Four More Years: Trump 2.0 and What Comes Next
#242 - Gold, Migration, and Cocaine
#241 - U.S. Election 2024 Preview
#240 - The Illusion of Moral Decline
#239 - Introducing Club CI
#238 - The Future of the Middle East: Reflections on a Year of Conflict
#237 - Fires, Strikes and Brazilian Success
#236 - Iran’s Strategic Loneliness
#235 - Trump v Harris Victory Scenarios w/ Cousin Marko
#234 - Alberto Fujimori, 1938-2024
#233 - Bladerunner 2024 and China Stimulus
#232 - Why Simplify When You Can Complicate?
#231 - Paging Hezbollah
#230 - Microgeopolitics of Fargo and Brazil v. X
#229 - Understanding WHO's Mpox Declaration
#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
#227 - The Tactical Objectives of Ukraine's Offensive Push
#226 - Monkeypox and AI
#225 - Great Power Network Competition and Bitcoin (and Aliens)
#224 - Sober Liquidity
#223 - Economic Possibilities for our Grandchildren (An Update)
#222 - Maduro and Venezuela
#221 - There IS A World Outside The U.S. Election (I Promise)
#220 - The Trump Assassination Attempt
#219 - How The Crusades Created Trusts as We Know Them
#218 - Revolt of the Masses
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
#216 - Double Your Pleasure, Double Your Shap
#215 - The Ozempic Boom and the Future of Biotech
#214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue
#213 - Crime in Latin America and the Virtue of Pessimism
#212 - France’s Elections: Historic and Hysteric
#211 - Things To Come
#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre
#209 - Let’s Talk About Artificial Intelligence
#208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke
#207 - Dmitri Alperovitch: World on the Brink
#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
#205 - Akshar Patel: Caste, Hindutva, and India's Elections
#204 - Weekly Update: Darth Fed
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
#199 - How to Avoid a U.S.-China War
#198 - Brazil Under Water
#197 - Weekly Update: China, France, and Steel
#196 - Sanaa Kamal: A Voice from Gaza
#195 - Weekly Update: “Chaos” at U.S. Universities + Steel
#194 - Dee Smith: God, Sex, & Death
#193 - Marko’s Back!
#192 - Yoroslav Trofimov: "Our Enemies Will Vanish"
Emergency Update: Are we heading into World War Three?
#190 - Weekly Update: 47 Crises in 17 Years
#189 - Weekly Update: Coronal Mass Ejection
#188 - James Meadway: The First Crisis of the Anthropocene
#187 - Sim Tack: Can Ukraine Still Win Against Russia?
#186 - Matthew Pines: Cyber, Bitcoin, and Aliens
#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes
#184 - Kevin Evans: The Largest Invisible Thing in the World
#183 - Weekly Update: What is a Doji (and Why Should I Care?)
#182 - Gary Saul Morson: Russian Exceptionalism
#181 - Weekly Update: What If Trump Wins? (Tariff edition)
#180 - Matt Gertken: The "Black Swan" Scenarios
Pleasant Prairies and A Middle East Update
What’s in a name? (North Korea edition)
The Horseradish Capital of the World
Making Astrology Respectable
Extrapolating Doom
Dams and the Rio Grande
Confusion
The Blood of the Martyrs
What's Happening (Right Now) With the Weather?
Friction
Trouble in the Red Sea, logistics snarls, China, and the U.S. election
What the Media Missed This Week
Retrospectives and Predictions for the Ukraine War
Cocaine and the Catholic Church
What's Happening in the DRC?
We're Worried About the Middle East
Here's Looking At You, Dad
Cybersecurity + Geopolitics (Matt Pines)
The Art of Geopolitics with Stratfor
Okay But... What IS Geopolitics?
Remapping Global Supply Chains
Strategic Intelligence Lessons for Decision-Makers
President Javier Milei
Demystifying Chips, US-China Relations, & Intellectual Property
Playing Golf (Probably) Won’t Make You a Better Investor
The Implosion of Ukraine
Something Rotten In The State of Ukraine
Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil
Hard Times in the 21st Century w/ Helen Thompson
Monopolies and Innovation
The Worst Is Over for Argentina?
Don’t Trust The Gurus
Uncertainty and Ideology
Turkey’s Perspective
The Future of the Post-Soviet World
Fraying World Order - Intrigue Outloud Crosspost
What You Missed During the War
This Time Is Different
Not The Worst It Can Be: An Israeli Perspective
Settling Scores
The First Israeli-Palestinian War
Opium War Lessons (For Fentanyl)
Agriculture x Geopolitics (RealAgriculture Crosspost)
The Politics of Hope
Hope is the Last Thing that Dies
Why Should I Care About Nagorno-Karabakh?
The Pitfalls of Green Energy Policies
50 Years Since Allende - An Update on Chile
The Modern Geopolitics of Turkey
Japan: A Story of Stagnation and Change
The Depreciable Life of Information
Hope and Change in Latin America
WTF Happened to Prigozhin?!
Superconductors and The Future of Fusion
Call Me “Jake Solo” 😏
Canadian Beef (RealAg Crosspost)
The Pain of Deglobalization
Colonialism 2.0 - The Scramble for Africa
Niger’s Coup
Aliens
Course Correction: China, Brazil, Turkey + More
Western Mining Tech is 40 Years Behind
Is The Weather Getting Worse?
EVs Are Not the Future
Black Sea Grain Collapse
Erdogan, Hotdogs & AI
Sim Tak's War Update + African Deterioration
Multipolar Mineral Greed
The Stories We Tell Ourselves
Water We Doing??? More Freshwater Talks with Peter Mayer
Economic Storms Ahead - Chase Calls a Recession
The End of Russia (Part II)
The End of Russia (A Russian Civil War?)
Cash is King and Cars are Dumb
Go Woke, Go Broke?
A Dagger Pointed at the Heart of Antarctica
The Russian Cascade - RealAgriculture Crosspost
Move Over, Big Oil – Here Comes Big Shovel
Forecast Revisited
Sucker’s Game
ARE YOU NOT ENTERTAINED??
Debate: The Future of Turkey’s Economy
No Cappuccinos After 11:30
Failed Breakout
Preparing for Ukraine’s Counter Offensive
Committing Geopolitical Suicide
Thailand Election Analysis
Geopolitical Flux -> Market Turbulence
Turkey’s Election Results – Rapid Reaction
The Trouble With Emerging Markets
The Most Important Election In The Middle East
Deep Dive: Uzbekistan and the Future of Eurasia
The Movements to Nationalize Lithium
The Economics and Geopolitics of Fracking w/ Bethany McLean (Perch Pod Repost)
Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement
Understanding Ransomware as a Service (RaaS)
Immaculate Disinflation
Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24
Thriving In a Volatile Macro Environment
Emergency Episode: The Future of Israel
Is Turkey Still a Democracy? (Fixed Audio)
Inflation’s Much Exaggerated Demise + The Power of Soft Power
What is GPT, Why Should I Care? + The Future of Energy and Crypto
Spotting the Next SVB - 2024 and Beyond
Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations
Egypt Shouldn't Be Doing Well... But It Is?
Crosspost: How does the Russia-Ukraine war end? w/realagriculture
Long Wheat, Short Soy
Debating China’s Rise
Inflation Expectations
Measuring the Apex of Modern Industrial Society
Cousin Marko: Balloons, Ukraine, and Kyrie Irving
The Next 12 Months of War in Ukraine
Human Capital
China's Balloon Boondoggle
What is Nuclear Fusion and Why Does It Matter So Much
Asynchronous Waves
US-China Relations with David Firestein
Peru Crisis + The Many Lefts of Latin America
What is the Future of the EU?
Dealing with Uncertainty
The Geopolitics of Macro in 2023
The Geopolitics of Metals + Shorting the Euro
Analysis: Brazilian Capitol Riots
A Deceptively Quiet Start To 2023
A Tumultuous Chinese Future
Looking Ahead at 2023
The End of The Iranian Regime
What the Heck is Happening in China?
A Breakdown of Peru's Failed Coup
The Not-So-Sick Man of the Euro
Talking Ag and Dairy with Dan Basse
Tiananmen 2.0?
A Polish Perspective on War - The Rise of the Intermarium?
A Global CapEx Supercycle?
Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?
Predicting the Weather in 2023
What you missed while the world obsessed over U.S. CPI.
How Much Longer Can Russia Hold On?
Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil
Will Europe Survive the Winter?
Stratfor: Musings on Autocracies, Democracies and Resilience
Recording On The Road -- Mini Solo Episode From Dublin
Taking Stock
Making Sense of Iranian Unrest
What's Up With This Market?
Agricultural Currents: Food Prices, Fertilizer, & The Future
Cutting the Red Tape: US Infrastructure, Pipeline Mysteries, & China
Can We Realistically Tame Inflation?
Ukraine Is Winning
Emotion, Objectivity, and Investing
Return of the Pod!
Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)
Whose Fault Is It Anyway? The Sino-Australian Breakup
Uncertain Fed, Certain PBC?
Here Be Animal Spirits
Coffee, Chocolate, China (and Inflation)
Water We Waiting For? The Decline of Fresh Water
Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
The Art of Geopolitics w/ Stratfor
Weekly Update: Is China on a Treadmill to Hell?
Weekly Update: Markets, Markets, Italy!
Economy, Energy, and The Odds Of a Recession
Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.
Who's Winning the Ukraine-Russia Conflict?
Weekly Update 7/1
A Polish Perspective on The Ukraine-Russia Conflict
Weekly Update 6/23 = Recession + Inflation + Energy Crisis
Kazakhstan, Pakistan, & Iran 6/16
Weekly Update 6/16
Geopolitics and Investing
Weekly Update 6/2
Cousin Marko Is Back! 5/26
Weekly Brief w Rob 5/27
Weekly Brief w Rob 5/20
Inflation, Corn, and Turkey
Weekly Brief w Rob 5/12
Weekly Brief w Rob 5/5
Let's Talk About Sanctions