The Jacob Shapiro Podcast

Jacob Shapiro

The Jacob Shapiro Podcast is a modern geopolitics podcast that wades deep into the machinery of our global systems. We explore not just what happened this week, but why it happened, and what it means for markets, money, and the people living through it. Geopolitics is the intersection of geography and politics. Each episode, geopolitical analyst Jacob Shapiro sits down with economists, strategists, scientists, journalists, and people on the ground to follow one story to its roots: the US-China rivalry, Africa's devastating civil unrest, the war in Ukraine, Latin America’s political realignment, the energy transition, oil and commodity markets, global trade and tariffs, artificial intelligence, food and water security, and the fiscal math behind the dollar. Some conversations start with a headline. Others start with a shipment of lentils, a tanker in the Red Sea, or a warehouse full of used books, and end up somewhere much bigger. Jacob is a Geopolitical Analyst and a Stratfor alumnus who advises Fortune 500 companies, institutional investors, and family offices on geopolitical risk. He studied literature and theology before he studied foreign policy, and he approaches the world as a fox, not a hedgehog: curious, contrarian, skeptical of single-cause explanations, and willing to change his mind on air. For investors, policymakers, business leaders, and anyone who suspects the news is missing the bigger picture. New episodes weekly. (Formerly "Cognitive Dissidents” and “The Perch Pod”)

  1. 1d ago

    More Siskos Than Picards

    Saudi Arabia, Turkey and Pakistan all signed the Mecca Accord after Washington began telling the region that its security was now the region's problem, and Iran is stuck in between a rock and a hard place. They can't afford to fall, nor can they afford to keep fighting - so says Kamran Bokhari. He calls is "a secretary general without a secretariat." Which is better than calling it nothing (I guess). After a chat about the middle east, Bokhari, of the New Lines Institute, and Jacob get into one of the most pertinent geopolitical events of this quarter - the death of Patrick Stewart. Jacob credits Jean-Luc Picard with more of his moral code than almost anyone, real or fictional. Picard was built for an age of hope. Benjamin Sisko was built for this one. (00:00) - Intro/Welcome (03:02) - America hands off the Middle East (07:03) - Why Iran's regime won't fall (11:51) - Can Iran come in from the cold? (19:55) - Not a Muslim NATO (22:28) - Israel after the election (29:42) - Turkey after Erdoğan (33:54) - India and Pakistan (38:30) - Patrick Stewart, Picard and Sisko (45:50) - Klingons, Romulans and the Cold War (52:01) - Virtue versus the rules (56:46) - Dune and the age of the anti-hero -- 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. --

  2. 2d ago

    Who Wanted Nvidia’s CEO Burned?

    An American official walks into a Malaysian data center and finds a hoard of Nvidia equipment still in its boxes. Two years later, U.S. officials reportedly believe an executive at the company behind it, Alice Huang, is a Chinese intelligence asset, and Jensen Huang has admitted to an affair, understood to be with her. Huang has spent years arguing against American export controls on chips. Jacob Shapiro sets the affair aside and follows the leak. Beijing had little reason to burn that kind of leverage, which points back to a Washington security establishment that never wanted a deal. Blade Runner imagined corporations swallowing the state. Shapiro expects the reverse. -- (00:00) - Intro/Welcome (01:04) - The question that matters: who leaked this? (01:40) - Alice Huang and Megaspeed (03:41) - Why Huang opposes export controls (04:47) - Huang versus Dario Amodei (06:19) - The honeypot allegation (08:04) - Trump's G2 and the deep state (10:16) - Could China, or Huang, have leaked it? (11:51) - Wiles, Miller and the leak problem (13:16) - How Chinese intelligence works (14:58) - Why tech can't stay out of politics (17:01) - Blade Runner, and who holds the power -- 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. --

  3. Oct 27 ·  Bonus

    There Is No Light Web - Minor Powers

    A flaw sat for years in the code beneath most of the world's websites until an AI model went looking for it (See: PHP2Shell). Dror Poleg, an economic historian who writes about technology and work, doesn't think patching ends the story: the attack surface only widens, and some things may have to come off the internet altogether. Then to Israel, voting on October 27, where Benjamin Netanyahu campaigns against dangers his own government deepened and has floated crypto as a hedge against sanctions. Last, two fathers of small children compare notes on raising them alongside the machines. The main thing to do about AI, it turns out, is other things. Cue the newest show in Jacob Shapiro's sphere - Minor Powers. Jacob Shapiro and Dror Poleg are embarking on a weekly journey to discuss tech, war, AI, and how to be a dad in the 21st century. -- (00:00) - Intro/Welcome (01:57) - Black October and the PHP flaw (05:54) - The end of the internet? (09:09) - Banking, privacy and encryption (12:04) - Learning to live with the risk (13:48) - Israel votes (16:54) - Netanyahu's bench and the FlyDubai plot (21:35) - Crypto against sanctions (25:38) - A state like any other (27:54) - Young voters and the old guard (28:54) - Will AI kill the creative class? (34:24) - Raising kids around AI -- -- 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 -- 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. -- Dror Poleg's Site: https://www.drorpoleg.com/ Dror Poleg's Twitter: https://x.com/drorpoleg Dror Poleg's LinkedIn: https://www.linkedin.com/in/drorpoleg/ Dror Poleg's Substack: https://newsletter.drorpoleg.com/ -- Dror Poleg is an economic historian and former tech and private-equity executive. He researches technology’s impact on work, markets, and the built world. Dror’s writing has appeared in The New York Times and The Atlantic, and his insights have been featured in The Wall Street Journal, Bloomberg, and The Times of London. He briefs leadership teams at companies like JPMorgan, UBS, and HSBC. -- Minor Powers is produced and edited by Audiographies LLC. More information at audiographies.com

    There Is No Light Web - Minor Powers

  4. Oct 26

    Ukraine Is Not a Sovereign State

    Ukraine has had three revolutions since 1990: students on Kyiv's granite square, the Orange crowds of 2004, the Maidan in 2014. Volodymyr Ishchenko, a sociologist at the Institute for East European Studies in Berlin, argues that none of them built a stronger state, and that this, more than any Russian tank, explains where Ukraine stands now: a country whose budget is largely paid for by the European Union, run by elites who bet everything on an international order that may not outlast the war. He follows the argument all the way down, to who can pay a bribe to escape the draft, and who cannot. (00:00) - Intro/Welcome (01:14) - Is Ukraine still a sovereign state? (09:34) - Where the sovereignty went (14:49) - Three "weak, deficient revolutions" (18:51) - Israel, South Korea and other borrowed models (22:04) - Europe's Foederati (26:13) - The Georgian path (30:00) - Can Europe get its act together? (34:29) - Did the invasion make sense for Russia? (41:47) - Who rallied around Putin, and why (46:44) - Winners and losers on both sides (55:19) - "A Ukraine of our dreams" and the draft economy 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 Volodymyr Ischenko - https://www.oei.fu-berlin.de/en/soziologie/team/team2/ishchenko.html The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com eign 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. Oct 23

    The World Cup of Politics (Brazil Elections on Sunday!!)

    A Brazilian congressman runs a WhatsApp channel called "Lula's Army." This week it passed ten million followers, part of a late surge that has turned a race Lula was losing into a near tie. Monica de Bolle of the Peterson Institute for International Economics maps what Sunday's runoff against Flávio Bolsonaro decides: who fills at least three of the Supreme Court's eleven seats, whether anyone fixes debt rules built for an age of runaway inflation, and who controls the world's second-largest rare earth reserves - where an American company has agreed to buy a mine. Monica is extremely confident in at least one thing: "The potential to disappoint is enormous." -- (00:00) - Intro/Welcome (01:20) - A race that flipped in three weeks (03:33) - Meta, WhatsApp and the online campaign (05:39) - Supreme Court seats and the Orbán comparison (09:47) - Lula's record, and the market's hope for a Brazilian Milei (15:40) - Why Brazil's interest rates are so high (21:24) - The reforms nobody will make (26:09) - Washington, Beijing and Brazil's new trade deals (33:36) - Can Brazil lead? Rare earths and a mine in Goiás (41:46) - Why micro-entrepreneurs left Lula (47:14) - The military and Brazil's regional role (51:36) - "The potential to disappoint is enormous" -- 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. Oct 19

    Brazilianization

    Brazil was always the country of the future - prophesied as a new Eden since the sixteenth century, promised great things that never quite arrived. Alex Hochuli’s argument is that the future caught up to Brazil from the other direction. The wealthy world didn’t pull the laggards forward; it declined to meet them. A shrinking middle class, patrimonial politics, collapsing trust, gated condominiums and open sewers alongside WhatsApp. This is Brazilianization, and Hochuli joins from São Paulo days after Lula’s loss in the first round to explain what it looks like from inside. A bleak conversation, honestly held - and one that argues the center didn’t get stolen from. It ran out of things to say. -- Timestamps: 00:00 Welcome and Guest Intro 01:45 Alex Journey to Brazil 04:05 Election Shock and Polls 06:57 Why Voters Want Change 10:07 Lula Coalition and Constraints 12:54 Security and Cost of Living 15:28 Brazil in Regional Context 19:18 Scandals and Hyper Online Politics 23:02 Where Did the Left Go 24:03 Work Precarity and New Aspirations 28:50 Gambling Faith and Get Rich Culture 32:04 Evangelical Surge Explained 34:51 Urban Insecurity and Community 36:20 Religion Shifts Politics Right 37:18 Brazilianization Goes Global 38:44 Modernization Ends and Decay 43:48 Flexibility Era Revisited 45:45 China as an Exception 50:13 US China and Brazil Voice 53:46 Why Brazil Lacks a Project 57:10 Identity Crisis and Interior Boom 59:38 Hope Interregnum and Rightward Energy 01:03:21 Closing Anecdotes and Farewell -- 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. --

  7. Oct 12

    Ethiopia's New War

    Eritrea and (a Tigrayan-led) Ethiopia fought one of Africa’s deadliest wars against each other. Then Eritrea helped Ethiopia crush Tigray. Now Eritrea and Tigray are fighting Ethiopia together. Confusing? Super. Nicholas Norbrook of The Africa Report maps the forces pulling at a country that was, until recently, one of the fastest-growing economies on earth - a messianic prime minister with a very young team, Emirati money on several sides at once, Egypt quietly assembling a coalition to box Addis in, and a short run to the Red Sea coast that would be very easy to attempt and very hard to survive. We've put together a little primer on the conflict because this one is confusing as hell. General Context: Eritrea was a federated part of Ethiopia from the 1950's until the 1990s. Tigray is a region in northern Ethiopia, and Tigrayans are the ethnic group who live there - roughly 6% of Ethiopians identify as Tigrayan, although the Tigrayan People's Libreration front ruled Ethiopia from 1991-2018. Tigrayans speak Tigrinya - the same language as the Eritrean highlanders just across the border (the Tigrinya people), who make up about half of Eritrea’s population. Same language, same church, same highland culture, split by a border Italy drew in the 1890s. Modern Conflict Timeline: 1991 - The TPLF (Tigrayan People's Liberation Front) overthrows Ethiopia’s military dictatorship and runs the country until 2018. Eritrea gains its independence and breaks away fully from Ethiopia.1998 - A border war with Eritrea is fought by a Tigrayan-led Ethiopia, largely on Tigrayan ground, with ~100,000+ people dead. Conflict ends in 2000.2018 - Abiy Ahmed takes power in Ethiopia, sidelines the TPLF, makes peace with Eritrea, and collects a Nobel Peace Prize.2020 - Eritrean troops help Abiy Ahmed crush Tigrayan resistance. The Pretoria Agreement freezes that war in November 2022 without settling any of it.2026 - In September, the fighting reignited, now with Tigray and Eritrea loosely opposing Ethiopia. -- Timestamps: (00:00) - Welcome and Guest Intro (01:20) - Abiy Ambition and Ethiopia (03:33) - Development Model Shift (06:39) - South Korea Lessons METEC (09:13) - New War Regional Risks (11:15) - Ethno Federalism and TPLF (13:16) - Outside Powers and Dam (15:40) - Why Regions Splinter (20:56) - Unraveling or Recohere (26:30) - Eritrea Whiplash Explained (31:53) - Gulf Rivalries and Drones (38:07) - What Happens Next (42:04) - Why This Matters Outro -- Referenced in the Show: The Africa Report: https://www.theafricareport.com/author/nicholas-norbrook/ -- 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. Oct 5

    Circular Financing

    Mark Walter bought the Lakers for $10 billion and sold them fourteen months later for $12.5. That's a 20% return - which sounds enormous until you consider that nobody sells the Lakers after a year unless something has gone badly wrong. Chris Branch, author of The Athletic's The Pulse, joins to pull on the thread: life insurance money funding franchise purchases, a UAE sovereign wealth fund in the holding company, a Kushner and a former Disney CEO waiting on the other side. Neither of them can prove anything. Both of them can tell something is rotten. -- Timestamps: (00:00) - Welcome and Guest Intro (00:45) - Why the Lakers Sale Matters (03:12) - Mark Walter’s Rise and Red Flags (04:58) - Insurance Money and Shady Ownership (07:24) - Sports Franchise Valuation Boom (10:42) - Streaming Deals and Bubble Fears (11:50) - Fans Priced Out and Losing Connection (14:35) - What Happens Next for Walter (18:17) - NBA Expansion Vegas vs Europe (25:42) - When Franchise Values Could Fall (26:55) - New Orleans Relocation History (27:43) - NBA Valuations and Debt (28:32) - Financing Partners and Risk (29:25) - LSU NFL Return Loophole (32:02) - NIL Money and No Rules (35:03) - Universities Under Strain (37:39) - Youth Sports Pay to Play (39:02) - Gambling and Market Manipulation (45:16) - Tradition vs Mercenary Players (46:42) - Jayden Daniels NIL Clash (50:19) - Sports as Social Barometer (54:19) - Closing Thanks and Signoff -- Referenced in the Show: The Pulse: https://www.nytimes.com/athletic/tag/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. --

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4.8
out of 5
177 Ratings

About

The Jacob Shapiro Podcast is a modern geopolitics podcast that wades deep into the machinery of our global systems. We explore not just what happened this week, but why it happened, and what it means for markets, money, and the people living through it. Geopolitics is the intersection of geography and politics. Each episode, geopolitical analyst Jacob Shapiro sits down with economists, strategists, scientists, journalists, and people on the ground to follow one story to its roots: the US-China rivalry, Africa's devastating civil unrest, the war in Ukraine, Latin America’s political realignment, the energy transition, oil and commodity markets, global trade and tariffs, artificial intelligence, food and water security, and the fiscal math behind the dollar. Some conversations start with a headline. Others start with a shipment of lentils, a tanker in the Red Sea, or a warehouse full of used books, and end up somewhere much bigger. Jacob is a Geopolitical Analyst and a Stratfor alumnus who advises Fortune 500 companies, institutional investors, and family offices on geopolitical risk. He studied literature and theology before he studied foreign policy, and he approaches the world as a fox, not a hedgehog: curious, contrarian, skeptical of single-cause explanations, and willing to change his mind on air. For investors, policymakers, business leaders, and anyone who suspects the news is missing the bigger picture. New episodes weekly. (Formerly "Cognitive Dissidents” and “The Perch Pod”)

Information

  • Creator
    Jacob Shapiro
  • Years Active
    2022 - 2026
  • Episodes
    350
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 Perch Perspectives LLC
  • Show Website
    The Jacob Shapiro Podcast

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