أفضل بودكاسات Jacob Shapiro (2025)

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Soft Dictatorship, Big Tariffs 1:15:46

6d ago1:15:46

1:15:46

After a month-long hiatus recovering from illness, Jacob Shapiro returns to the podcast joined by recurring guest Elohim Monard. Together, they examine the transactional nature of U.S.–Latin America relations, debating whether the region is part of a declining American empire and how leaders like Claudia Sheinbaum and Lula navigate Washington’s shi…

1
Pissing in the Public Pool 56:29

1M ago56:29

56:29

Jacob and Rob dig into Trump’s firing of the Bureau of Labor Statistics commissioner, exposing the political theater surrounding government data. They explore labor hoarding, CPI distortions, and the fragility of public statistical institutions in a polarized, AI-saturated world. The conversation spans historical context, philosophical takes on tru…

1
Fiscal Reality and Financial Repression 1:02:24

2M ago1:02:24

1:02:24

Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI’s disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe’s …

1
The White Nationalist Social Democracy 1:09:16

2M ago1:09:16

1:09:16

Jacob interviews Dr. Van Jackson, an international relations scholar specializing in East Asian and Pacific security. They discuss the accelerating pace and volatility of U.S. foreign policy, characterizing Trump-era actions as part of a broader counter-revolutionary, oligarchic project. Van critiques both major U.S. parties and highlights the risk…

1
Our Post-Neoliberal Moment (w/ Mike Konczal) 52:31

2M ago52:31

52:31

Jacob welcomes economic policy expert Mike Konczal for a wide-ranging conversation on American capitalism, industrial policy, and the evolving role of the state. They explore how the Biden administration’s economic agenda challenges decades of neoliberal orthodoxy, discuss the implications of increased public investment, and examine what it means t…

1
Our Currency, Your Problem 1:09:44

2M ago1:09:44

1:09:44

Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump’s criticism of the Fed, and the potential political and market-driven forces affecting rate decisions. They explore Fed mechanics, historical precedent for presidential interference, and potential appointments like Scott Bessent. They also examine the …

1
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun) 54:08

3M ago54:08

54:08

Jacob Shapiro speaks with Fahd Humayun about the shifting geopolitical dynamics in South Asia and the Middle East. They discuss Pakistan’s perspective on the Iran-Israel conflict, U.S.-Pakistan relations under a potential second Trump term, and the strategic implications of Pakistan’s recent military and diplomatic moves. The conversation also expl…

1
The Largest Standing Army In Europe 49:51

3M ago49:51

49:51

Jacob Shapiro and Rob Larity discuss the recent Israel-Iran conflict and its geopolitical impacts, including President Trump's ceasefire announcement. They analyze the muted market reactions, particularly oil's price drop, despite heightened tensions. The conversation then explores significant shifts in U.S.-Japan relations, highlighting Japan's ri…

1
Latin America's Moment in Global Chaos 47:26

3M ago47:26

47:26

Jacob Shapiro sits down with Facundo Robles, Program Coordinator at the Wilson Center’s Latin America Program, for a wide-ranging conversation on how the Israel-Iran conflict intersects with Latin America’s geopolitical and economic realities. They unpack why Latin America remains relatively stable amid global volatility, and how rising oil, fertil…

1
Tariffs, Trust, and Tokyo 48:17

3M ago48:17

48:17

In this episode, Jacob speaks with Japan analyst Tobias Harris to unpack rising tensions in U.S.-Japan trade relations amid the Trump administration’s tariff blitz. They explore how Japan—historically a close U.S. ally—is reacting to unclear demands, internal U.S. policy chaos, and the potential collapse of trust in American economic leadership. To…

1
Israel Strikes Iran P1: Security Expert Hamidreza Azizi 29:03

3M ago29:03

29:03

Jacob Shapiro speaks with Iranian security expert Hamidreza Azizi to unpack Israel’s unprecedented strikes on Iran. They explore the strategic implications of Israel’s multi-phase assault, including the assassination of top IRGC commanders, the targeting of nuclear and missile infrastructure, and the collapse of Iran’s proxy network. Azizi outlines…

1
Israel Strikes Iran P2: Analyst Kamran Bokhari 33:03

3M ago33:03

33:03

Jacob Shapiro is joined by Middle East expert Kamran Bokhari to analyze the rapidly unfolding Israeli military strikes on Iran. They discuss the strategic implications of Israel’s targeted attacks on IRGC leadership, the potential for regime instability in Tehran, and the calculus behind Washington’s response. Bokhari introduces the concept of “evo…

1
Stablecoins and the Geopolitics of Trust 1:16:06

3M ago1:16:06

1:16:06

Jacob and Rob respond to listener feedback about negativity by focusing on positive trends, including declining violent crime and drug overdose rates in the U.S. They then dive into a high-level exploration of stablecoins—what they are, why they matter, and the potential risks and geopolitical implications of their rise. They compare the U.S. appro…

1
Ukrainian Drone Attack and the Future of War 53:12

3M ago53:12

53:12

Jacob welcomes Sim Tack, a military analyst at Force Analysis, to break down the shifting battlefield dynamics in Ukraine. Together, they unpack Ukraine’s evolving tactics, Russia’s slow but grinding advances, and the logistical and manpower challenges both sides face. Jacob pushes for a bigger picture: what this phase of the war tells us about the…

1
The Juice Is Already Killing Us 1:05:11

4M ago1:05:11

1:05:11

Jacob and Rob dive into the shifting mood in U.S. markets, as post-"Liberation Day" volatility gives way to a more constrained and uncertain fiscal landscape. They unpack the massive implications of the Trump administration’s budget bill, surging yields, and declining investor confidence. The conversation then pivots to Chinese biotech, where Jacob…

1
The Most Terrifying Insect You’ve Never Heard Of 56:38

4M ago56:38

56:38

Madison Darbyshire makes her first appearance on the podcast to discuss the screwworm – what it is, why it’s threatening U.S. ranchers again, and why all of this could have been prevented. Come for awareness of an emergent problem; stay for the geopolitical explanation for why Texas is the ancestral home of the American cowboy. -- Timestamps: (00:0…

1
The Froth of Grift 1:07:02

4M ago1:07:02

1:07:02

In this episode, Jacob Shapiro sits down with Matt Pines, who somehow manages to be both a national security thinker and a Bitcoin whisperer, to talk through the Trump administration’s pivot toward crypto, why Bitcoin has suddenly gone strategic, and what it tells us about where the global economy might be headed. They dig into the politics, the po…

1
The Reverse Currency Crisis That Isn’t 1:07:52

4M ago1:07:52

1:07:52

This week, Jacob’s caffeinated and Rob is just trying to keep us on track as the duo dive into the so-called “Asian reverse currency crisis,” a spike in Asian FX that’s less a crisis and more the result of twenty-five years of carry trades finally snapping. We break down what it means for the dollar, for diversification, and for the poor bastards r…

1
The Indus Waters Are Getting Hot 52:30

4M ago52:30

52:30

Kamran Bokhari answers the bat signal to join Jacob Shapiro for a wide-ranging conversation on the spike in India-Pakistan tensions following the Kashmir attack - and why it’s not just business as usual. They unpack the strategic logic (or lack thereof) behind Pakistan’s moves, India’s dilemma over deterrence, and the escalating risk of regional mi…

1
Latinos for Trump (But Make It Complicated) 58:50

5M ago58:50

58:50

Conversando de Pol ítica - https://www.conversandodepolitica.com/ -- In this episode, Jacob sits down with Elohim Monard for a sharp, layered conversation about Hispanic support for Trump, the politics of deportation, and how authoritarianism creeps in under the banner of law and order. They talk about prisons as geopolitical tools, from El Salvado…

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The Pahalgam Terrorist Attack 58:11

5M ago58:11

58:11

Jacob Shapiro is joined by Akshar Patel from The Emissary to unpack the rapidly escalating crisis between India and Pakistan after a deadly terrorist attack in Kashmir. They cover what happened, why this attack is different, and why India’s suspension of the Indus Waters Treaty is such a big geopolitical shift. Akshar breaks down Pakistan’s interna…

1
Go Where The Fiscal Is 56:38

5M ago56:38

56:38

Chase Taylor of Pine Cone Macro is back to break down the mess that is U.S. trade policy and what it means for markets. We talk about whether Trump’s tariffs are pushing us toward recession, why China’s fiscal discipline might actually be a strength, and where smart investors should be looking outside the U.S. Chase walks through opportunities in G…

1
The Economy Has COVID 51:32

5M ago51:32

51:32

In this wide-ranging episode, Jacob and Rob check in on markets, discuss the issue of Federal Reserve independence, and somehow end up talking about the future of the Catholic Church. We are large – we contain multitudes! -- Timestamps: (00:00) - Introooo (02:55) - Market Trends and Economic Indicators (04:15) - Freight Data and Economic Concerns (…

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Separating Signal From Noise (with Rob!) 53:52

5M ago53:52

53:52

American Airlines can’t keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week. -- Timestamps: (00:00) - Introduction and Travel Woes (01:09) - Ranting About American Airlines (02:21) - Catching Up with Rob (03:06) - Market Volatility and Tariffs (04:34) - Financial Crisis vs. Current Situation (…

1
Let Them Drink Bleach 49:43

5M ago49:43

49:43

Notice: This is the last episode that we'll be cross-posting on the JShap Show Channel! For details on this episode and further off the wall updates, follow Geopolitical Cousins wherever you get your podcasts!! Helpful Link - https://feeds.captivate.fm/geopolitical-cousins/ This podcast uses the following third-party services for analysis: Podtrac …

المدونة الصوتية تستحق الاستماع

Jacob Shapiro بودكاست

المدونة الصوتية تستحق الاستماع

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The Jacob Shapiro Podcast

Jacob Shapiro

1
The Perch Pod with Jacob Shapiro

Perch Perspectives LLC

1
Soft Dictatorship, Big Tariffs 1:15:46

1
Pissing in the Public Pool 56:29

1
Fiscal Reality and Financial Repression 1:02:24

1
The White Nationalist Social Democracy 1:09:16

1
Our Post-Neoliberal Moment (w/ Mike Konczal) 52:31

1
Our Currency, Your Problem 1:09:44

1
Unpacking the U.S.-Pakistan Reset (with Fahd Humayun) 54:08

1
The Largest Standing Army In Europe 49:51

1
Latin America's Moment in Global Chaos 47:26

1
Tariffs, Trust, and Tokyo 48:17

1
Israel Strikes Iran P1: Security Expert Hamidreza Azizi 29:03

1
Israel Strikes Iran P2: Analyst Kamran Bokhari 33:03

1
Stablecoins and the Geopolitics of Trust 1:16:06

1
Ukrainian Drone Attack and the Future of War 53:12

1
The Juice Is Already Killing Us 1:05:11

1
The Most Terrifying Insect You’ve Never Heard Of 56:38

1
The Froth of Grift 1:07:02

1
The Reverse Currency Crisis That Isn’t 1:07:52

1
The Indus Waters Are Getting Hot 52:30

1
Latinos for Trump (But Make It Complicated) 58:50

1
The Pahalgam Terrorist Attack 58:11

1
Go Where The Fiscal Is 56:38

1
The Economy Has COVID 51:32

1
Separating Signal From Noise (with Rob!) 53:52

1
Let Them Drink Bleach 49:43

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