The Jacob Shapiro Podcast

Vance hosted Jacob on his podcast – so only fair that Jacob should return the favor! Vance and Jacob talk about early returns on Trump administration policies for U.S. and Canadian farmers. They discuss the virtues and pitfalls of Bitcoin, and close with some heartfelt thoughts on insights Vance has derived from interviewing hundreds of people about the most meaningful aspects of their life. -- Ti...

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Economic Reactions (04:56) - Market Reactions and Neg...

We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are go...

Jacob welcomes Georgi Engelbrecht on to the podcast for the first time to discuss the importance of the Philippines, why it matters, its relationship with China, and the Duterte-Marcos rivalry that is reverberating throughout the democratic world. -- Timestamps: (00:00) - Introduction and Guest Introduction (02:22) - Life and Work in the Philippines (04:27) - Geopolitical Importance of the Philipp...

Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listen You can also such look up "Geopolitical Cousins" on your favorite podcast provider.

Jacob and Rob squeeze in a quick episode to reality-check some of the media narratives out there about an imminent recession, copper prices, and the U.S. dollar. From there, they cast their eyes toward emerging markets, looking at events in Brazil, Indonesia, India, and Turkey, and concluding that things still look good in a multipolar world…as long as you have an appropriate level of risk toleran...

Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, drafting teams of 7 for the top geopolitical sports...

NEW FEED: https://geopolitical-cousins.captivate.fm/listen You can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the goat rodeo! The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what th...

Trump’s tariff policy is all over the place - Ton, off, then back on again. Markets don’t like uncertainty, and Jacob' sister is even texting him about stocks. China? Barely flinching. Europe? Actually getting its act together, with Germany and Poland leading the charge. Meanwhile, Turkey’s making moves, the Kurds are recalibrating, and Iran’s back in the mix. -- Timestamps: (00:00) - Intro (00:40...

Jacob Shapiro and Cornell Assistant Professor Wendong Zhang discuss tariffs from an objective perspective: Who will they impact? How much? How does that change based on different scenarios? If you are looking to be convinced of whether tariffs are good policy or not, seek another podcast; if what you desire is objective analysis about the potential impact of tariffs both good and bad, you have com...

In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trump, Ukraine's President Zelensky, and JD Vance. We delve into the rare earth mineral deal, the broader implications for U.S. foreign policy, and Europe's reaction. The conversation touches on Zelensky's passionate defense of Ukraine's position, the via...

Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks. They find themselves more optimistic about China, Germany, and Europe than others, and warn about signals that suggest President Trump’s honeymoon economy period is nearing its end. -- Timestamps: (00:00) - Intro (01:15) – Checking in on Mr. Market...

Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in a deglobalizing wor...

Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the Middle East. -- Timestamps: (00:00) - Intro (01:30)...

Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and protect their time. Narath explains some of the scienc...

A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential ramifications of this dismantling on U.S. global...

Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific Decadal Oscillation (PDO), and finish on weather co...

-- Timestamps: (00:07) - Intro (00:30) - Monetize the asset side of the balance sheet (17:18) - Bitcoin (25:00) - Debt (32:17) - Macro looks at England, India, Brazil, China (41:40) - Indonesia's Future: Opportunities and Risks (53:42) - Gaza and Analyzing Trump's Negotiation Strategy -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap CI Site: cognitive.investments Subscri...

Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end. -- Timestamps: (00:00) - The Evening Special (03:33) - Unexpected Developments (18:14) - The Implications of Tariffs and Negotiations (28:14) - Geopolitical I...

Jacob welcomes the always insightful and provocative Jacek Bartosiak of Strategy&Future onto the show to discuss the Russia-Ukraine war and the evolution of the multipolar geopolitical system. Jacek makes his case that a systemic, global war has already begun – and warns the U.S. what will happen if it indulges in hubris and pushes too hard on President Trump’s “America First” rhetoric. -- Tim...

Jacob and Rob break down the tech market shake-up caused by Deep Seek, a rising Chinese AI company, and what it means for U.S.-China relations and global AI competition. They dive into Nvidia’s stock drop, how AI rivalry is driving investor sentiment, and the shift toward cheaper, decentralized tech. The conversation also explores the economic ties between the U.S., Mexico, and Canada, and how the...

Jacob discusses several key geopolitical developments, focusing on President Trump's recent inauguration and the implications of his trade policies. Notably, Trump did not immediately raise tariffs on China as anticipated, signaling a potential shift towards negotiation rather than confrontation in international trade. Shapiro also highlights the significance of Secretary of State Marco Rubio's fi...

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with the U.S. amidst rising tensions. They explore the im...

Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vote, demographic breakdowns reveal nuanced support,...

Jacob Shapiro returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripple effects of such rhetoric. The conversation also...