The Jacob Shapiro Podcast

Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and ...

11 Okt 20241h 1min

Rob and Jacob take a step back from a crazy week to talk about some of the other stories that have been outshone by the explodey events of the week: port strikes in the U.S., the pitfalls of protectio...

4 Okt 202456min

Jacob welcomes Hamidreza Azizi, Visiting Fellow at German Institute for International and Security Affairs, onto the podcast for a special episode on the escalation of fighting between Iran and Israel...

2 Okt 202449min

Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to bomb Israel and what it does (and doesn’t) mean for the Middle East, whether China’s st...

1 Okt 20241h 48min

Elo returns to the podcast to give his thoughts about Alberto Fujimori, Peru’s former dictator President. He was Bukele before there was Bukele, Milei before there was Milei, even Chavez before there ...

30 Sep 20241h 6min

Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week: Chinese economic stimulus. They give the bull and bear case for China’s moves to stimulat...

27 Sep 202459min

Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil.--Timestamps:(00:00) - Intro(01:22) - Paulo’s v...

23 Sep 20241h 11min

Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and Mexico’s judicial reforms. The overall theme of the podcast, despite a gene...

20 Sep 20241h 2min