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 Sep 20251h 6min
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 Sep 202546min
“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 Sep 20251h 13min
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 Sep 202555min
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 Sep 20251h 15min
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 Aug 202556min
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 Juli 20251h 2min
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 Juli 20251h 9min
