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)

Dams and the Rio Grande

Dams and the Rio Grande

Caroline Eaton Tracey joins the podcast to offer a thoughtful perspective on the Rio Grande River based on her recent article in The New York Review of Books. After discussing how dams on the river su...

7 Feb 202441min

Confusion

Confusion

Better late than never! Jacob was on the road this week so instead of recording on Thursday they had to record on Friday. The theme of the episode might be confusion – confusion over the narrative on ...

3 Feb 202451min

The Blood of the Martyrs

The Blood of the Martyrs

Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which is the death of three U.S. soldiers in a drone attack by a group supported by Iran. Jacob and Fa...

30 Jan 202451min

What's Happening (Right Now) With the Weather?

What's Happening (Right Now) With the Weather?

Jacob welcomes weather expert Daryl Ritchison back on the podcast to discuss his 2023 hits and misses, his 2024 outlook, and to dive deep into questions of El Nino, weather history, and the riskiest p...

29 Jan 202452min

Friction

Friction

Jacob and Rob power through a difficult week to offer insights on how Chinese industrial policy is shaping the world. They explore how the semiconductor industry was buoyed by Chinese demand last year...

26 Jan 202458min

Trouble in the Red Sea, logistics snarls, China, and the U.S. election

Trouble in the Red Sea, logistics snarls, China, and the U.S. election

Crosspost with Sean Hanney's Frontlines from RealAgriculture!Up for discussion in this episode:Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping laneLogi...

22 Jan 202423min

What the Media Missed This Week

What the Media Missed This Week

Jacob and Rob tackle conflicting narratives about oil prices before diving deep into geopolitical and market issues in China and France. They close by addressing some user-submitted questions on the R...

19 Jan 202458min

Retrospectives and Predictions for the Ukraine War

Retrospectives and Predictions for the Ukraine War

Sim returns to the podcast to talk about the successes and failures of Ukraine’s military forces and what the future looks like in the Russia-Ukraine war. From there they spend a bit of time talking a...

16 Jan 202450min

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