#222 - Maduro and Venezuela
Jacob welcomes Elohim Monard back to the podcast for an emergency conversation about the deteriorating situation in Venezuela. While they both bring idealism to the conversation, it is hard to conclud...
1 Aug 20241h
#221 - There IS A World Outside The U.S. Election (I Promise)
Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the world you’re missing because Trump and Harris are sucking up the headlines. They discuss ...
26 Jul 202454min
#220 - The Trump Assassination Attempt
Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and currency devaluation if Trump wins, as appears increasingly likel...
19 Jul 20241h 14min
#219 - How The Crusades Created Trusts as We Know Them
Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring, but stay with us – not only do we make it geopolitical, we make it philosophical, in...
15 Jul 20241h
#218 - Revolt of the Masses
Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: ...
13 Jul 202448min
#217 - Macron’s Gambit Worked…Sort Of – French Election Reaction
Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and Jacob talk about the election results, discuss what is next for France and Europe, and close w...
10 Jul 202452min
#216 - Double Your Pleasure, Double Your Shap
Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob N. Shapiro from Princeton University to chat about disinformation, overhyp...
8 Jul 20241h 5min
#215 - The Ozempic Boom and the Future of Biotech
Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health consciou...
5 Jul 202455min
