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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Episoder(350)

Why Is China Bad at Soccer?

Why Is China Bad at Soccer?

Jacob grabs Chris Branch, senior writer at The Athletic and author of The Pulse, to talk about the World Cup as geopolitics. They cover Trump's red-card intervention and the Balogun controversy, Engla...

19 Jul 1h 11min

Shipping for Dummies

Shipping for Dummies

Jacob sits down with J Mintzmyer of Value Investors Edge for a shipping deep-dive (but of course it's a geopolitics lesson in disguise). Mintzmyer argues the industry has barely changed in eleven year...

14 Jul 57min

Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics

Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics

Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing people together, while ack...

9 Jul 50min

Is The War Over?

Is The War Over?

Hamidreza Azizi joins the show once more to ask a deceptively simple question: is the war over? Azizi argues the Memorandum of Understanding (MOU) is deliberately vague and fully reversible - sanctio...

2 Jul 59min

The Cartel Math Isn't Mathing

The Cartel Math Isn't Mathing

Jacob Shapiro sits down with Victor Hernandez, a Mexican national security analyst, to stress-test his own optimism about Mexico. Hernandez argues the army now runs eight ministries' budgets, can't ou...

22 Jun 55min

Crosspost: Frontlines "Hormuz to AI"

Crosspost: Frontlines "Hormuz to AI"

You might not realize it, but Jacob also appears on a few other podcasts regularly! Jacob is a regular guest RealAgriculture’s Frontlines podcast, hosted by Shaun Hane. Shaun and Jacob discuss geopoli...

18 Jun 41min

Who Killed the Florida Orange?

Who Killed the Florida Orange?

Florida produced 242 million boxes of oranges in 2003. This year, the USDA is forecasting 12 million... a decline of more than 95% in less than a generation. Jacob sits down with journalist Alexander ...

3 Jun 52min

Are the Cartels Winning?

Are the Cartels Winning?

Ioan Grillo has spent decades on the ground in Mexico watching the cartels evolve, and his assessment is sobering. Violence has shifted form more than it's receded. Governments change rhetoric, not re...

21 Mai 54min

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