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Jacob Shapiro · News

The Jacob Shapiro Podcast

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!

Episodes

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Circular Financing

05 Oct 2026
55m
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The financialization of professional sports has reached a critical, potentially unstable threshold, characterized by opaque, circular financing and the aggressive pursuit of short-term asset appreciation. Jacob Shapiro and sports newsletter author Chris Branch analyze how Mark Walter’s rapid acquisition and sale of the...

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Rubio Makin Moves

28 Sep 2026
56m
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The Sand Mafias

23 Sep 2026
47m
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Rabbit Season, Duck Season

14 Sep 2026
1h 4m
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The $10 Trillion Ocean

07 Sep 2026
1h 6m
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Boil the Frog

31 Aug 2026
1h 11m
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Pulped

24 Aug 2026
58m
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Cooler Heads Are Not Prevailing

11 Aug 2026
57m
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Lessons Learned - Geopolitical Cousins

31 Jul 2026
1h 27m
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Geopolitical analysis requires a blend of historical framework, skepticism, and the ability to operationalize complex information for practical decision-making. Former Stratfor colleagues examine the evolution of the field, noting that the lack of a formal pipeline for training strategists necessitates a "coaching tree...

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This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins

29 Jul 2026
1h 40m
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The global geopolitical order faces imminent collapse over the next decade, driven by the convergence of deglobalization and severe demographic decline. The American-led security paradigm, which historically underpinned global trade and supply chains, is no longer sustainable, leaving the world vulnerable to cascading ...

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Geography is Destiny: China, The Global South, & Energy

21 Jul 2026
1h 1m
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Why Is China Bad at Soccer?

19 Jul 2026
1h 11m
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Shipping for Dummies

14 Jul 2026
57m
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Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics

09 Jul 2026
50m
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Is The War Over?

02 Jul 2026
59m
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The Cartel Math Isn't Mathing

22 Jun 2026
55m
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Crosspost: Frontlines "Hormuz to AI"

18 Jun 2026
41m
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Who Killed the Florida Orange?

03 Jun 2026
52m
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Are the Cartels Winning?

21 May 2026
54m
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Static, Not Strategic

14 May 2026
58m
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