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. 13H AGO

    Healthy Climate Skepticism (?)

    North Dakota State Climatologist Daryl Ritcheson joins the show for his annual check-in about the climate (our fourth???) - He and Jacob revisit last year’s forecast misses and hits before diving into 2026. They explore the transition from La Niña to El Niño, implications for U.S. agriculture, hurricane risk in the Gulf, and crop prospects in South America and the Black Sea. The discussion then widens into a candid debate over sea level rise, extreme weather trends, and climate data interpretation... Highlighting disagreements, long-term cycles, and the importance of questioning assumptions in an era of clickbait and politicized climate narratives. -- Timestamps: (00:00) - Welcome (01:40) - Forecast Scorecard (04:02) - Federal cuts & the National Weather Service (06:52) - AI in meteorology (09:18) - Weather hype, clickbait, and short public memory (13:17) - 2026: La Niña fading, El Niño on deck (14:39) - Atlantic hurricane outlook for 2026 (Gulf Coast focus) (19:32) - Heartland & farm belt forecast (22:30) - West vs. Rockies (24:30) - Global Ag weather (27:44) - Black Sea outlook (29:34) - 1.5°C Threshold: What the Recent Record Heat Means (34:26) - Satellites vs. Tide Gauges (35:48) - Glaciers, Natural Cycles & Past Warm Periods (37:25) - Extreme Weather Claims (40:09) - Tornado Trends & the Problem of Short Data Windows (42:41) - What Actually Keeps Daryl Up at Night (44:50) - Depoliticizing Climate Talk (49:12) - India & the Monsoon (52:22) - Trusted Data Sources, Raw Data, and “Weather Rhymes” -- 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. --

    59 min

  2. 5D AGO

    The Cold War That Wasn’t

    Louis-Vincent Gave joins The Jacob Shapiro Podcast to unpack a world that looks chaotic... but may be quietly reordering itself. From a surprising thaw in U.S.–China relations to a potential renaissance in Latin America and Canada, Louis argues that today’s volatility is accelerating deeper structural shifts. He explains why Europe remains fragmented, why energy prices could derail everything, and why investors may be thinking about risk all wrong. -- Timestamps: (00:00) - Welcome & Introducing Louis Gave (Gavekal Research) (02:43) - Liberation Day Shocks (05:02) - China De‑Westernizing Supply Chains After 2018 (07:40) - Trump as Accelerant (09:31) - Why a US–China Cold War Is Economically Suicidal (11:50) - Drones Change War (13:47) - The ‘Swamp’ Factor (18:27) - Defense Supply Chains & Rare Earth Dependence (21:19) - Xi’s Priorities (25:47) - Xi’s Security, PLA Purges, and Corruption Crackdowns (31:17) - Xi’s Army Purge (32:37) - US-China Rapprochement (34:36) - Who Wins if the Cold War Ends? (35:58) - Why Latin America Looks Like the Breakout Trade (40:24) - Mexico Risks (42:24) - Bullish Canada (44:37) - Does USMCA Survive? (47:31) - No Army, No Foreign Policy (51:00) - Can Europe Rebuild Real Military Power? (53:27) - Ukraine Endgame (56:23) - What Keeps Louis Up at Night (01:00:32) - Bitcoin vs Diversification (01:01:30) - Closing Thoughts -- Referenced in the Show: Louis-Vincent Gave - https://research.gavekal.com/author/louis-vincent-gave/ -- 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 2m

  3. FEB 13

    Takaichi's New Japan

    Something extraordinary just happened in Japan... but of course no one is paying attention! A ruling party written off as tired and scandal-plagued didn’t just win - they delivered a generational landslide. Sanae Takaichi, Japan's first female Prime Minister, led her Liberal Democrats into a victory so complete that the opposition straight up imploded (see: winning 2/3 of Parliament). At the center of the dust cloud stands a leader arguing Japan must harden itself for a dangerous world: rebuild industry, rearm, and rely on no one but itself. This isn’t incremental politics. It’s a bet on national revival. If it works, Japan will change the global balance. If it fails, the country may well collapse. -- Timestamps: (00:00) - Introduction (01:03) - The Significance of the Recent Japanese Election (03:11) - Analyzing the LDP's Historic Victory (07:37) - The Collapse of the Opposition (13:39) - Public Opinion and Political Dynamics (27:52) - Constraints and Challenges for Takaichi (35:13) - Sanae Takaichi's Vision for Japan (36:39) - Japan's National Crisis and Self-Reliance (38:38) - Economic and Defense Strategies (40:46) - Comparing Policies: Omics vs. Maji 2.0 (45:51) - Challenges and Constraints (57:49) - Energy and Industrial Policies (01:04:53) - Geopolitical Dynamics and China's Influence (01:11:16) - Conclusion and Future Outlook -- Referenced in the Show: Tobias substack - https://observingjapan.substack.com/ Tobias book - https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105 -- 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 12m

  4. JAN 30

    War With Iran

    Hamidreza Azizi joins the pod for an emergency episode on the current state of Iran amidst escalating tensions with the United States. Azizi examines the potential for conflict between the two and and offers insights into Iran's internal politics, the role of the IRGC, and the possible repercussions of a U.S. attack. -- Timestamps: (00:00) - Introduction (01:46) - Iran's Domestic Situation (02:44) - US-Iran Tensions and Military Movements (04:08) - Iran's Response and Internal Dynamics (09:41) - Potential Scenarios and Outcomes (28:31) - Iran's Military Capabilities and Strategies (41:16) - Regional Implications and Global Reactions (54:33) - Conclusion and Final Thoughts -- Referenced in the Show: Hamidreza’s Substack - https://www.irananalytica.org/ Middle East Council - https://mecouncil.org/experts_members/hamidreza-azizi/ -- 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. --

    58 min

  5. JAN 26

    Land, Debt, and Decline

    Jacob sits down with agricultural economist Dr. David Kohl to unpack what a brutal downturn in farm profitability reveals about globalization, capital concentration, labor shortages, and long-term economic resilience. The two touch on tariffs, debt, and the limits of export-led growth, and then the conversation widens to examine how technology, demographics, and financial fragility are reshaping both rural America and the national economy. -- Timestamps: (00:00) - Introduction (00:56) - Discussion on US Ag Economy (02:17) - Challenges and Opportunities in Agriculture (07:09) - Land Values and Institutional Investments (12:24) - Generational Transition in Farming (18:02) - Export Markets vs. Domestic Focus (23:03) - Future Trends and Strategic Insights (25:55) - Venture Capital in Agriculture (28:09) - Economic Outlook for 2026 (29:21) - The K-Shaped Economy Explained (31:39) - Impact of AI and Job Cuts (34:55) - Global Economic Concerns (41:05) - Technological Advancements in Farming (49:39) - Financial Literacy and Life Skills (51:32) - Closing Remarks and Future Outlook -- Referenced in the Show: Dave Kohl: https://www.farmprogress.com/author/david-kohl -- 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

  6. JAN 19

    The Black Sea Isn’t Quiet Anymore

    Andrey Sizov, a Black Sea agricultural markets, joins the pod to talk about about why the Russia-Ukraine war has disrupted global grain trade far less than expected - and why that may be changing. Jacob and Sizov examine recent attacks on shipping, the fragile balance keeping Black Sea exports moving, and how escalation could ripple through wheat, corn, energy markets, and global food security. Of course, they also tie in Iran, China’s commodity buying, and what geopolitical risk really means for global agriculture. -- Timestamps: (00:00) - Intro (00:24) - Black Sea Geopolitics and Agricultural Markets (01:09) - Technical Issues and Podcast Logistics (01:45) - Start of the Interview with Andre Coff (03:27) - Black Sea's Importance in Global Trade (04:32) - Market Reactions and Historical Context (06:09) - Recent Developments and Speculations (13:52) - Prospects for a Deal and Future Outlook (17:07) - Impact on U.S. Agriculture and Market Sentiments (23:00) - Turkey's Role in the Black Sea Region (24:29) - Turkey's Role in the Black Sea (26:22) - Turkey's Wheat Imports and Black Sea Stability (28:22) - Sunflower Market Insights (30:06) - Iran's Political and Economic Challenges (33:07) - US and Israeli Involvement in Iran (38:55) - China's Agricultural Trade with the US (43:13) - Global Grains Trade and Self-Sufficiency (50:02) - Conclusion and Future Outlook -- Referenced in the Show: Andrey Sizov's Reports: https://sizov.report/ -- 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. --

    51 min

  7. JAN 16

    Fed Under Fire

    Economist Mike Konczal joins the show to unpack the escalating pressure campaign against the Federal Reserve, new inflation data, and what all of this means for the U.S. economy. Jacob and Mike discuss whether Trump’s confrontation with Jerome Powell is genuinely dangerous, how tariffs and immigration policy are shaping prices and growth, and why the labor market looks weaker beneath the surface. Mike is more cautiously optimistic than we expected - but the downside risks remain real. -- Timestamps: (01:26) - Fed and Executive Branch Dynamics (05:49) - Economic Consequences and Market Reactions (09:03) - Global Perspective on US Economic Policies (14:09) - Impact of Tariffs and Trade Policies (15:12) - Future of Fed Independence and Supreme Court Cases (17:06) - Economic Theories and Real-World Implications (27:01) - Economic Data Post-Government Shutdown (27:14) - Inflation Insights and Core Prices (28:02) - Trump's Approval Ratings and Economic Perception (29:03) - Unemployment Rate and Labor Market Analysis (30:48) - Federal Reserve's Stance on Inflation (31:34) - Impact of Tariffs on Inflation (33:13) - Trump's Influence on Federal Reserve Policies (41:00) - Economic Predictions for Midterms (45:43) - China's Trade Surplus and Global Impact (51:32) - Conclusion and Final Thoughts -- 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. --

    51 min

  8. JAN 13

    Measuring Risk

    Shock, instability, climate stress, financial panic, political rupture: the question isn’t who avoids disruption, but who absorbs it and keeps moving. Jacob invites on Parag Khanna of AlphaGeo to wrestle with a harder metric than dominance or growth - resilience. What actually allows states, systems, and societies to adapt when the rules keep changing? Shapiro and Khanna explore the events driving this week's headlines (Venezuela, Iran, Greenland) and dive into the underlying systems that actually determine outcomes: resilience, adaptation, and the capacity to recover when shocks pile up. -- Timestamps: (00:00) - Introduction (02:10) - Geopolitical Risks and Resilience (03:10) - Historical Geopolitics and Current Events (05:11) - Challenges in Latin America (12:47) - Asia's Geopolitical Landscape (20:41) - Technological Impact on Geopolitics (34:18) - Africa's Geopolitical Future (38:38) - Conclusion and Final Thoughts -- Referenced in the Show: AlphaGeo: https://alphageo.ai/ Henley index: https://tinyurl.com/henleyindex Parag's Site: http://paragkhanna.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. --

    41 min
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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

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