The Jacob Shapiro Podcast

Jacob Shapiro
  • 5.0 (8)
  • Politik
  • Zweiwöchentlich

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!

  1. vor 6 Tagen

    Geography is Destiny: China, The Global South, & Energy

    Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains how the Global South actually sees the US-Iran war, why nobody expects China to ride to anyone's rescue, and how Vietnam's tariff and energy shocks became a never-again moment. He and Jacob dig into the myth that tariffs can implode China, America's fading China literacy, and why the next order won't be Chinese-led - but China will be its transformational character. *Note: There are some weird buzzing sounds in the pod, we know! There was some sort of issue uploading the audio, we're on it. -- Timestamps: (00:00) - Welcome and Guest Intro (00:46) - World Cup Travel Chaos (02:01) - Soccer Politics and Tensions (03:33) - Meet Eric Olander (05:32) - China’s Transformation Story (07:54) - Global South Views of China (10:26) - China as Daily Operating System (13:12) - Pew Poll Surprises Explained (14:10) - Southeast Asia vs Northeast Asia (17:32) - Why Philippines Aligns With US (20:10) - Japan Taiwan Flashpoint (21:15) - Supply Chains and Sea Lanes (23:36) - Japan Rearms for Post US Era (28:19) - Japan’s Regional Influence (30:38) - Japan as Counterbalance (32:04) - Drone Age Security Shift (33:05) - South China Sea Alarm (33:28) - Iran War Global South (38:37) - China Gains and Risks (40:46) - No Alliance Expectations (43:51) - ICBM Test Explained (47:40) - Decoupling and US Pragmatists (50:35) - People to People Breakdown (54:41) - China Blowing Europe Window (58:56) - Mutual Misunderstanding Finale (59:55) - Closing Thanks and Signoff -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- Mentioned in this episode: Check Out Future Hindsight! If you enjoy our podcast, check out our homies over at Future Hindsight! It's an award-winning weekly podcast that takes big ideas about civic life and democracy and turns them into action items for you and me. Learn more at www.futurehindsight.com/

  2. 19. Juli

    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, England-Argentina and the ghost of the Falklands, why sports and politics were never actually separate, and why China and India can barely qualify while Cape Verde runs wild. Plus: whether soccer ever truly takes hold in America, and why it might take a billionaire treating the sport like a Carnegie library to make it happen. -- Timestamps: (00:00) - Welcome and Guest Intro (01:41) - In-Person Catch-Up (02:40) - Meet Chris Branch (03:28) - Why This World Cup Hit Different (05:09) - Sports Writing Meets Politics (07:11) - Fan Culture and National Rivalries (10:24) - FIFA Corruption and New Fans (14:03) - Picking a Premier League Team (15:16) - Can Soccer Catch On in America (17:49) - Why MLS Struggles (21:55) - Pay-to-Play and US Development (29:22) - Women’s Soccer and Global Gaps (33:47) - Trump, FIFA, and the Balogun Saga (35:29) - Red Card Controversy (36:25) - Iran Match Bad Karma (37:37) - Play Anyway Debate (42:22) - Sports as Common Ground (44:37) - Stars Politics and Fandom (56:10) - Money Youth Sports Future (01:04:53) - Closing Stories and Wrap -- Referenced in the Show: The Pulse - https://www.nytimes.com/athletic/newsletters/the-pulse/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- Mentioned in this episode: Check out Marketplace Morning Report! If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-report Check out Marketplace Morning Report! If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-report

  3. 14. Juli

    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 years, most of the efficiency gains, double hulls, eco-designed vessels, LNG boil-off fixes, were locked in over a decade ago, leaving only regulation to move the needle. The two dig into why the US lost shipbuilding to Japan, Korea, and now China, how the Jones Act complicates the picture, and why America's real shot at relevance lies in owning and financing vessels, not building them. -- Timestamps: (00:00) - Welcome and Setup (01:20) - Meet J Mintzmyer (02:38) - Shipping for Dummies (06:24) - How Shipping Demand Works (08:30) - Has Shipping Changed (16:48) - US Shipbuilding Decline (26:14) - Tonnage Tax Loophole (27:15) - Make US Shipping Competitive (27:54) - Finance Incentives Not Sanctions (28:56) - Why US Shipbuilding Lags (31:31) - China Shipbuilding Dominance (44:36) - Automation And Future Innovation -- Referenced in the Show: Twitter: https://x.com/mintzmyer Website: www.vieresearch.com Box book: https://www.amazon.com/Box-Shipping-Container-Smaller-Economy/dp/0691170819 Chinese automated shipyard (video): https://youtu.be/RXr03aRF_p8?si=1cjIBZaFeTTqhutD -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. -- Mentioned in this episode: Check out Marketplace Morning Report! If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-report

  4. 9. Juli

    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 acknowledging that politics inevitably follows major global events. Shapiro says that international sporting events can provide valuable insight into broader geopolitical trends while also serving as a rare source of optimism. -- Referenced in the Show: Frontlines: https://www.youtube.com/watch?v=wckZi7rZU3U -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

  5. 2. Juli

    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 - sanctions relief hinges on a phone call, the $300 billion investment fund is unfunded, and both Iran and the US are already renegotiating its terms through actions, not words. They dig into Iran's Strait of Hormuz fee gambit, China's calculated non-intervention, Turkey's regional rise, and 80% inflation battering Iran domestically. Azizi's verdict: Iran emerges more resilient, not more powerful, and... you'll have to listen to get the rest! -- Timestamps: (00:00) - Welcome and Guest Intro (00:49) - Book Timing and Relevance (03:49) - Is the War Over (05:23) - Iranian View of Ongoing War (11:23) - MOU Favorable to Iran (12:56) - MOU Details and Reversibility (18:48) - Strait of Hormuz Fee Debate (21:05) - Iran Strategy and Leverage Clock (27:57) - Regional Order in Transition (35:46) - China and Great Power Dynamics (42:46) - Turkey and Israel Threat Perception (46:10) - Iran Domestic Fallout and 60 Day Outlook -- Referenced in the Show: Hamidreza's Substack - https://www.irananalytica.org/ Hamidreza on X - https://x.com/HamidRezaAz -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

  6. 22. Juni

    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 out-spy the cartels, and may face limited US drone strikes Mexico has no way to resist. El Mencho's death looks more like an ambush than a victory. Nearshoring pencils out on a spreadsheet - until corruption and parallel taxation eat the margin. A bracing case for what happens if Jacob's wrong. -- Timestamps: (00:00) - Intro and Framing (01:29) - Meet Victor Hernandez (02:44) - Victor Background and Career (05:00) - Army Trust and Corruption (07:38) - Blowback and Patriotism (10:25) - Morena and Military Power (15:29) - Future of Militarization (17:24) - Army vs Cartels Capabilities (22:26) - Will the US Intervene (26:26) - Drone Strikes Fallout (29:32) - Cuba Sequencing and Allies (33:04) - Trade Dependence and Diversification (39:45) - El Mencho and Cartel Fragmentation (44:14) - Investing and Nearshoring Risks (51:05) - What If Victor Is Wrong (54:24) - Closing and Outro -- Referenced in the Show: Victor Hernandez - https://www.linkedin.com/in/v%C3%ADctor-hern%C3%A1ndez-979002b0? ILEES - https://www.ilees.mx/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

  7. 18. Juni

    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 geopolitics from an agricultural lens, exploring how the world reacts to the extremely fine-tuned world of ag. Many analysts expected a prolonged disruption in the Strait to trigger severe economic fallout. Instead, oil prices have risen, inflation pressures have intensified, and shortages are emerging in some regions, yet markets remain resilient. Jacob argues that oil’s influence on the broader economy is no longer as dominant as it was during previous energy crises. Strategic reserves, alternative supply routes, and new infrastructure projects have helped cushion the impact, even as consumers face higher fuel and food costs. At the same time, he points to inflation as the political challenge that could ultimately shape U.S. policy. While employment numbers remain relatively strong, Jacob contends that household finances are under increasing pressure. -- Referenced in the Show: Frontlines- https://www.realagriculture.com/2026/06/from-hormuz-to-ai-competing-forces-are-driving-the-global-economy-frontlines-june-2026/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

  8. 3. Juni

    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 Sammon, who wrote a definitive autopsy of the Florida orange industry, to understand how disease, globalization, and real estate swallowed one of America's most iconic crops. Scratch the surface of orange juice, and you find geopolitics, government mandates, and the full sweep of 20th century American economic history. Alex's article below! -- Timestamps: (00:00) - Welcome and Schedule Update (00:26) - Meet Alex Salmon (01:18) - Orange Juice Meets Geopolitics (02:48) - Florida Orange Collapse (04:27) - Disease and Perfect Storm (06:0) -6 Can Science Save Citrus (10:37) - Farmers Pivot to Real Estate (14:28) - Nostalgia for Old Florida (16:58) - Brazil Takes the Baton (24:25) - Oranges Through History (26:50) - Canonizing a Classic (27:39) - Oranges Arrive in Florida (28:52) - Railroads and Early Boom (30:02) - War Creates Orange Juice (30:35) - Geopolitics in Your Glass (34:02) - Advertising Makes a Staple (35:49) - Greening and Structural Cracks (37:26) - Globalization Hollowing Out (39:23) - Wall Street Consolidation (42:54) - Juice Backlash and Millennials (45:16) - Future of Oranges Worldwide (49:51) - Next Project and Farewell -- Referenced in the Show: Who Killed the Florida Orange? - https://slate.com/business/2026/04/florida-state-orange-food-houses-real-estate.html -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

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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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  • Erstellt von
    Jacob Shapiro
  • Jahre aktiv
    2022 - 2026
  • Folgen
    350
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    © Copyright 2026 Jacob Shapiro
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