The Jacob Shapiro Podcast

Jacob Shapiro
  • 4.8 (172)
  • POLITICS
  • UPDATED BIWEEKLY

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. 2D AGO

    The Off Ramp Is Right Now

    Josef Schachter - President of Schachter Energy - walks us through what global oil markets looked like the day before bombs started falling, and what the math looks like now. Prices were already heading higher, the conflict accelerated the timeline, and the U.S. can't drill its way out of a closed Strait of Hormuz. Jacob and Josef also get into Canada's structural advantage, why markets are still surprisingly calm, and what a prolonged conflict means for the global economy. Tune in for more :) -- Timestamps: (00:00) - Welcome (00:36) - Prewar Oil Market Setup (02:24) - War Impact and Price Paths (05:15) - Ceasefire Doubts and Escalation (09:02) - Markets vs Reality Gap (10:32) - Supply Now Product Later (12:47) - Trump Strategy and Nuclear Endgame (16:03) - Drill Baby Drill Reality Check (18:53) - Can Americas Output Replace Gulf (20:57) - Energy Hegemony and China Angle (25:18) - Allies Drift and US Quandary (27:18) - Biofuels Reality Check (29:38) - War Changes Everything (31:13) - New Supply Hunt Worldwide (32:59) - Policy Reversals for Security (39:31) - Pipelines LNG and Takeaway (40:38) - Global Plays Beyond Canada (42:36) - 2030s Demand vs Efficiency (46:19) - Portfolio Positioning in Energy (49:48) - Risks That Break the Thesis (51:39) - Closing and Sign Off -- Referenced in the Show: Josef's Site - https://schachterenergyreport.ca/ -- 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. --

    53 min

  2. APR 3

    The View From Delhi

    Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel conflict with Iran. Jacob and Kabir discuss how ordinary Indians are feeling the economic anxiety of potential energy shortages, India's long-standing policy of non-alignment in the Middle East, its deep ties with Gulf states, and why any lasting regional resolution will ultimately require Iran's security buy-in. -- Timestamps: (00:00) - Welcome (00:57) - Global Economy Worries (01:40) - Meet Kabir Taneja (02:02) - ORF Middle East Explained (03:26) - Why Dubai Matters (04:14) - India View on War (06:46) - Economic Fallout at Home (08:56) - Politics and Nonalignment (11:40) - Cooking Gas Stove Detour (12:51) - What Can India Do (13:55) - Energy Dependence Reality (15:01) - Iran Ties and JCPOA (18:25) - Trump Exit and Trust (24:58) - China Perception and Border (27:12) - Galwan Shifts Public Mood (28:36) - Russia As China Counterweight (29:28) - China Benefits From Gulf War (30:51) - Pakistan Diplomatic Surge (32:46) - Islamabad Reenters Washington (34:54) - Pakistan Security Leverage (37:21) - Asymmetric War Lessons (39:23) - India Pakistan Conventional Focus (42:10) - Iranian Frigate And US India Ties (44:56) - India Best Case Strait Outcome (49:28) - Gulf Partnerships And Multipolarity (54:48) - Closing Thanks And Signoff -- Referenced in the Show: Kabir Taneja - https://www.orfonline.org/people-expert/kabir-taneja -- 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. --

    56 min

  3. APR 1

    Soft Power is Underrated

    Chase Taylor of Pine Cone Macro rejoins the pod for a candid conversation about the Iran War and its ripple effects on global markets, military strategy, and U.S. geopolitical standing. Jacob and Chase discuss escalation dynamics in the Strait of Hormuz, the psychology of both leaderships, and what a realistic off-ramp might look like. They close out on the topic of U.S. competitiveness - covering energy policy, education investment, human capital, and the looming threat of nuclear proliferation. -- Timestamps: (00:00) - Welcome (01:21) - War Anxiety and Cash Question (03:26) - Leadership Narratives and Intel Gaps (06:33) -Iran Capabilities and Escalation (09:55) - Hormuz Toll Booth Scenarios (15:35) - Markets Underpricing the Shock (21:51) - When Crisis Feels Real (27:23) - Defensive Positioning and Themes (32:08) - China Gains From Energy Shift (33:32) - China Soft Power Play (34:16) - Why Sugar Spikes (35:55) - Sugar Timing And Refinery (37:02) - What To Do With 401k (40:25) - Argentina Energy Bet (44:19) - Pre War Market Themes (47:17) - Middle East New Equilibrium (50:17) - Winners Losers And Energy (55:28) - US Dutch Disease Debate (01:02:55) - Human Capital And Nukes 01:06:08 Closing Thanks And Outro -- Referenced in the Show: Pine Cone Macro - https://www.pineconemacro.com/ -- 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. --

    1h 7m

  4. MAR 23

    Renegade Scottish Economics

    Jacob sits down with Laurie McFarlane, co-director of Future Economy Scotland, for a (non-Gulf War related, finally) conversation about what makes Scotland one of the more fascinating geopolitical underdogs around. The two dig into Scotland's constrained economic agency within the UK, the squandered promise of North Sea oil, the renewable energy transition, and why Scotland - like much of Europe - risks sleepwalking into managed decline. -- Timestamps: (00:00) - Welcome And Setup (01:30) - Why Scotland Now (02:35) - Future Economy Scotland Origins (05:54) - Early Impact And Strategy (07:55) - Devolution Limits And Agency (13:11) - North Sea Oil And Missed Fund (15:24) - Managed Decline And Renewables (20:26) - Who Benefits From Wind (22:04) - UK Pricing And Regional Bills (24:16) - Decoupling Gas And Next Steps (27:03) - Green Transition Jobs (29:26) - Avoiding Deindustrialization (31:20) - Searching For Analogies (34:19) - Ireland And Independence (36:51) - Renewables Leverage Limits (39:18) - Water As Strategic Asset (40:57) - Brexit And Global Power (43:47) - Nukes And Security Debate (46:41) -Future Growth Model (49:37) - Sharing Growth Fairly (52:35) - Europe Coordination Vision (53:56) - Closing -- 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. --

    55 min

  5. MAR 19

    Firepower Is Not a Strategy

    Solo analysis from Jacob! Some reflection on being wrong about the Third Gulf War. Jacob outlines why he thought the war wouldn't happen - interceptor shortages, domestic politics, inflation risk, and explains what's shaken his analytical framework: the killing of moderate Iranian leaders, the appointment of a hardline Supreme Leader, the U.S. confusing firepower for strategy, and, of course, allies refusing to cooperate. -- Timestamps: (00:27) - Why No US Attack (02:15) - Iran Geography Leverage (02:56) - US Politics Inflation Risk (05:19) - Noninterventionist Contradiction (06:26) - War Starts Timebox Logic (07:50) - Leadership Decapitation Fallout (08:43) - Hardliners Take Over (10:02) - Firepower Not Strategy (11:32) - Ground Troops And Oil Moves (12:43) - Allies China And Shipping (15:06) - South Pars Escalation (16:45) - Iran Presses Advantage (17:36) - Is The Framework Broken (18:17) - Foxes Hedgehogs Forecasting (19:38) - White House Meme Strategy (21:37) - Grim Outlook Food Shock (23:08) - Wrap Up And Subscribe -- 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. --

    25 min

  6. MAR 13

    An Imminent, Underreported War

    Jacob Shapiro sits down with journalist Jody Ray, who just returned from on-the-ground reporting in Ethiopia and Eritrea. This convo is a gateway into one of the most underreported conflicts brewing today - a potential war over Red Sea access with echoes of Cold War rivalries, ethnic fracture lines, and a region that's been through hell once already. If you enjoyed the conversation, check out more of Jody's work below! -- Timestamps: (01:22) - Meet Jodi in Nairobi (01:38) - Why Ethiopia Matters (03:20) - Ethiopia Basics (05:44) - Cold War Backstory (07:13) - From Empire to Derg (10:28) - TPLF Rule and Abiy Rise (12:37) - How Tigray War Started (14:55) - War Aftermath and Red Sea (16:46) - Why Tigray Didn't Take Addis (18:48) - Eritrea Explained (23:17) - Regional Powers and the Dam (25:38) - Little Dubai in Addis (27:24) - Addis Boom And Displacement (28:47) - Capital City Versus Hinterlands (30:32) - Nightlife And Image Management (31:21) - Tigray Trip And War Signs (32:28) - Life In Mekelle After War (35:12) - Drone Strikes And Media Crackdown (37:30) - Fighters And Civilian Resolve (40:38) - Plea To The International Community (42:26) - Ethiopia Fragmentation And Armed Regions (45:22) - Horn Powder Keg And Twitter Diplomacy (48:15) - Why Ethiopia Matters To Him (51:58) - Travel Origins And Chinese Factory Clue (53:59) - Closing Thoughts And Thanks -- Referenced in the Show: Jody's Work - https://jodyray.journoportfolio.com/ -- 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. --

    54 min

  7. MAR 10

    Escape from Tel Aviv

    Jacob sets down the grand strategy for a gripping personal story, catching up with his high school friend Avi Swerdlow, who landed in Israel the day before the new Gulf War erupted. Avi recounts waking to sirens, sheltering with his mother, and navigating a closed airspace in a circuitous scramble to get home - a reminder that geopolitics is always personal. Note: If you know anyone in a Gulf or Middle Eastern state who has had to scramble in a similar way, or is experiencing the war on the ground, please connect us! We would love to feature their story. -- Timestamps: (00:00) - Hello (01:10) - Meet Avi Swerdlow (01:58) - Siren Wake Up Call (02:57) - Did You See It Coming (05:53) - Flights Canceled Fast (07:57) - Airbnb Safe Room Help (10:29) - Embassy Alerts and STEP (12:29) - Planning Land Escape (14:07) - State Dept Evac Call (16:30) - Airport Chaos and Shelter (22:12) - Boarding DHS Evac Flight (24:08) - Arrival in Athens (24:17) - Athens to Rome Reset (25:25) - Historic Moment Reflections (26:28) - Evacuation Costs and Embassies (27:30) - Inside the DHS Plane (31:26) - Landing in Athens and Relief (34:00) - Fellow Passengers Georgia Detour (35:04) - Would You Go Back (36:27) - Work and Family Back Home (38:06) - Egypt Plan and Risk Tradeoffs (39:46) - Other Routes and Final Wrap -- 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. --

    42 min

  8. MAR 6

    Who's Running Tehran?

    Iran expert Hamidreza Azizi joins Jacob Shapiro to break down the issues posed by Iran's blockage of the Strait of Hormuz. Azizi explains Iran's phased strategy: take out US radar systems first, then threaten energy infrastructure. He also unpacks who's actually running Tehran right now, why China and Russia are quietly helping, and why no optimistic scenario exists for Iran's long-term future. -- Timestamps: (00:00) - Welcome and Guest Intro (00:41) - War Week Context (01:56) - Reza Returns (02:50) - How Long Can It Last (08:02) - Damage and Endgames (13:36) - Why Hit Gulf States (18:15) - Energy and Strait Pressure (21:39) - Can Iran Hit America (24:12) - Cyber Limits (26:26) - Who Runs Iran Now (34:34) - Iran Power Centers (37:31) - Ceasefire Off Ramp (39:40) - Keeping US Out (42:08) - China Strait Calculus (45:27) - Russia China Intel Aid (48:41) - Proxy War Limits (57:09) - Iranian Public Mood (01:04:24) - One Year Outlook (01:06:25) - Closing Thanks -- 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. --

    1h 7m
See All (300)

4.8
out of 5
172 Ratings

About

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!

Information

  • Creator
    Jacob Shapiro
  • Years Active
    2022 - 2026
  • Episodes
    300
  • Rating
    Explicit
  • Copyright
    © Copyright 2026 Jacob Shapiro
  • Show Website
    The Jacob Shapiro Podcast

You Might Also Like