The Jacob Shapiro Podcast
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events!

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Jaksot(350)

Alone in the Insane Asylum

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 pol...

24 Syys 20251h 6min

Youth Against Government

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, ...

22 Syys 202546min

“Bitcoin is a Miracle”

“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, q...

19 Syys 20251h 13min

Deterrence by Punishment

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, deterrenc...

15 Syys 202555min

Soft Dictatorship, Big Tariffs

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 r...

9 Syys 20251h 15min

Pissing in the Public Pool

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 ...

8 Elo 202556min

Fiscal Reality and Financial Repression

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 ...

29 Heinä 20251h 2min

The White Nationalist Social Democracy

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, characte...

18 Heinä 20251h 9min

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