Easily listen to The Jacob Shapiro Podcast

245. #245 - Bully Capitalism

01:01:31

244. #244 - Japan is Waking

00:48:13

243. #243 - Trump's Triumph: What the Election Means for America and the World

01:08:03

243. bonus Four More Years: Trump 2.0 and What Comes Next

02:21:24

242. #242 - Gold, Migration, and Cocaine

00:56:25

241. #241 - U.S. Election 2024 Preview

00:57:54

240. #240 - The Illusion of Moral Decline

00:43:16

239. #239 - Introducing Club CI

00:59:01

238. #238 - The Future of the Middle East: Reflections on a Year of Conflict

01:01:53

237. #237 - Fires, Strikes and Brazilian Success

00:56:11

236. #236 - Iran’s Strategic Loneliness

00:49:44

235. #235 - Trump v Harris Victory Scenarios w/ Cousin Marko

01:48:00

234. #234 - Alberto Fujimori, 1938-2024

01:06:10

233. #233 - Bladerunner 2024 and China Stimulus

00:59:35

232. #232 - Why Simplify When You Can Complicate?

01:11:09

231. #231 - Paging Hezbollah

01:02:38

230. #230 - Microgeopolitics of Fargo and Brazil v. X

00:50:30

229. #229 - Understanding WHO's Mpox Declaration

00:53:24

228. #228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine

00:34:37

227. #227 - The Tactical Objectives of Ukraine's Offensive Push

00:45:10

226. #226 - Monkeypox and AI

00:51:03

225. #225 - Great Power Network Competition and Bitcoin (and Aliens)

00:58:31

224. #224 - Sober Liquidity

00:55:30

223. #223 - Economic Possibilities for our Grandchildren (An Update)

00:58:50

222. #222 - Maduro and Venezuela

00:59:59

221. #221 - There IS A World Outside The U.S. Election (I Promise)

00:54:33

220. #220 - The Trump Assassination Attempt

01:14:50

219. #219 - How The Crusades Created Trusts as We Know Them

01:00:31

218. #218 - Revolt of the Masses

00:48:13

217. #217 - Macron’s Gambit Worked…Sort Of – French Election Reaction

00:52:17

216. #216 - Double Your Pleasure, Double Your Shap

01:05:28

215. #215 - The Ozempic Boom and the Future of Biotech

00:55:00

214. #214 - Pardon the Interruption: A New Geopolitical Show with International Intrigue

00:31:44

213. #213 - Crime in Latin America and the Virtue of Pessimism

01:20:34

212. #212 - France’s Elections: Historic and Hysteric

00:54:21

211. #211 - Things To Come

00:07:42

210. #210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre

00:53:52

209. #209 - Let’s Talk About Artificial Intelligence

01:09:36

208. #208 - Matt McClintock: The Good Life and Personal Sovereignty: Introducing Bespoke

01:02:14

207. #207 - Dmitri Alperovitch: World on the Brink

00:51:18

206. #206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections

00:31:28

205. #205 - Akshar Patel: Caste, Hindutva, and India's Elections

01:06:53

204. #204 - Weekly Update: Darth Fed

01:00:25

203. #203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)

00:56:41

202. #202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics

01:09:12

201. bonus #201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?

00:19:44

200. #200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)

01:13:01

199. #199 - How to Avoid a U.S.-China War

01:07:45

198. #198 - Brazil Under Water

00:31:41

197. #197 - Weekly Update: China, France, and Steel

00:51:01

196. #196 - Sanaa Kamal: A Voice from Gaza

00:41:42

195. #195 - Weekly Update: “Chaos” at U.S. Universities + Steel

01:06:33

194. #194 - Dee Smith: God, Sex, & Death

00:59:29

193. #193 - Marko’s Back!

01:18:58

192. #192 - Yoroslav Trofimov: "Our Enemies Will Vanish"

00:44:48

191. Emergency Update: Are we heading into World War Three?

00:26:43

190. #190 - Weekly Update: 47 Crises in 17 Years

00:59:01

189. #189 - Weekly Update: Coronal Mass Ejection

01:02:07

188. #188 - James Meadway: The First Crisis of the Anthropocene

00:57:06

187. #187 - Sim Tack: Can Ukraine Still Win Against Russia?

01:00:26

186. #186 - Matthew Pines: Cyber, Bitcoin, and Aliens

01:05:17

185. #185 - Weekly Update: Why We Still Like Japan & Other contrarian takes

00:40:29

184. #184 - Kevin Evans: The Largest Invisible Thing in the World

00:57:32

183. #183 - Weekly Update: What is a Doji (and Why Should I Care?)

01:13:44

182. #182 - Gary Saul Morson: Russian Exceptionalism

00:45:07

181. #181 - Weekly Update: What If Trump Wins? (Tariff edition)

00:54:27

180. #180 - Matt Gertken: The "Black Swan" Scenarios

00:47:25

179. Pleasant Prairies and A Middle East Update

01:04:29

178. What’s in a name? (North Korea edition)

00:44:02

177. The Horseradish Capital of the World

01:00:22

176. Making Astrology Respectable

00:52:21

175. Extrapolating Doom

00:57:58

174. Dams and the Rio Grande

00:41:34

173. Confusion

00:51:31

172. The Blood of the Martyrs

00:51:44

171. What's Happening (Right Now) With the Weather?

00:52:55

170. Friction

00:58:49

169. Trouble in the Red Sea, logistics snarls, China, and the U.S. election

00:23:55

168. What the Media Missed This Week

00:58:08

167. Retrospectives and Predictions for the Ukraine War

00:50:50

166. Cocaine and the Catholic Church

01:00:59

165. What's Happening in the DRC?

01:08:08

164. We're Worried About the Middle East

00:52:37

163. Here's Looking At You, Dad

00:28:26

162. Cybersecurity + Geopolitics (Matt Pines)

00:45:25

161. The Art of Geopolitics with Stratfor

00:45:25

160. Okay But... What IS Geopolitics?

00:52:30

159. Remapping Global Supply Chains

00:50:38

158. Strategic Intelligence Lessons for Decision-Makers

00:42:20

156. Demystifying Chips, US-China Relations, & Intellectual Property

01:00:18

157. President Javier Milei

00:22:42

155. Playing Golf (Probably) Won’t Make You a Better Investor

00:52:39

154. The Implosion of Ukraine

00:49:57

153. Something Rotten In The State of Ukraine

00:40:41

152. Nile to Negev: Hafsa Halawa’s Take on Regional Turmoil

01:00:17

151. Hard Times in the 21st Century w/ Helen Thompson

01:04:10

150. Monopolies and Innovation

00:54:24

149. The Worst Is Over for Argentina?

01:16:56

148. Don’t Trust The Gurus

00:56:07

147. Uncertainty and Ideology

01:10:12

146. Turkey’s Perspective

00:32:19

145. The Future of the Post-Soviet World

00:53:19

144. Fraying World Order - Intrigue Outloud Crosspost

00:47:10

143. What You Missed During the War

01:08:00

142. This Time Is Different

01:07:21

141. Not The Worst It Can Be: An Israeli Perspective

00:50:20

140. Settling Scores

01:25:37

139. The First Israeli-Palestinian War

00:29:15

138. Opium War Lessons (For Fentanyl)

00:53:53

137. Agriculture x Geopolitics (RealAgriculture Crosspost)

00:37:08

136. The Politics of Hope

00:49:03

135. Hope is the Last Thing that Dies

01:02:25

134. Why Should I Care About Nagorno-Karabakh?

01:04:42

133. The Pitfalls of Green Energy Policies

00:48:21

132. 50 Years Since Allende - An Update on Chile

00:47:49

131. The Modern Geopolitics of Turkey

00:42:34

130. Japan: A Story of Stagnation and Change

00:52:37

129. The Depreciable Life of Information

01:07:52

128. Hope and Change in Latin America

00:52:57

127. WTF Happened to Prigozhin?!

00:20:50

126. Superconductors and The Future of Fusion

01:05:44

125. Call Me “Jake Solo” 😏

00:19:44

124. Canadian Beef (RealAg Crosspost)

00:27:31

123. The Pain of Deglobalization

01:15:48

122. Colonialism 2.0 - The Scramble for Africa

00:59:58

121. Niger’s Coup

01:01:38

120. Aliens

01:12:25

119. Course Correction: China, Brazil, Turkey + More

00:54:01

118. Western Mining Tech is 40 Years Behind

00:41:38

117. Is The Weather Getting Worse?

01:02:42

116. EVs Are Not the Future

01:01:52

115. bonus Black Sea Grain Collapse

00:25:36

114. Erdogan, Hotdogs & AI

00:56:16

113. Sim Tak's War Update + African Deterioration

01:03:07

112. Multipolar Mineral Greed

00:15:35

111. The Stories We Tell Ourselves

01:03:10

110. Water We Doing??? More Freshwater Talks with Peter Mayer

00:49:22

109. Economic Storms Ahead - Chase Calls a Recession

01:08:17

108. The End of Russia (Part II)

01:15:21

107. The End of Russia (A Russian Civil War?)

00:16:51

106. Cash is King and Cars are Dumb

00:49:50

105. Go Woke, Go Broke?

01:07:38

104. A Dagger Pointed at the Heart of Antarctica

00:54:53

103. The Russian Cascade - RealAgriculture Crosspost

00:38:25

102. Move Over, Big Oil – Here Comes Big Shovel

00:52:43

101. Forecast Revisited

01:09:02

100. Sucker’s Game

01:00:54

99. ARE YOU NOT ENTERTAINED??

00:53:29

98. Debate: The Future of Turkey’s Economy

00:43:24

97. No Cappuccinos After 11:30

00:50:57

96. Failed Breakout

00:55:24

95. Preparing for Ukraine’s Counter Offensive

00:55:37

94. Committing Geopolitical Suicide

01:00:43

93. Thailand Election Analysis

00:34:56

92. Geopolitical Flux -> Market Turbulence

01:05:35

91. Turkey’s Election Results – Rapid Reaction

00:26:21

90. The Trouble With Emerging Markets

01:01:21

89. The Most Important Election In The Middle East

00:54:41

88. Deep Dive: Uzbekistan and the Future of Eurasia

00:56:44

87. The Movements to Nationalize Lithium

01:04:18

86. The Economics and Geopolitics of Fracking w/ Bethany McLean (Perch Pod Repost)

00:48:31

85. Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement

01:01:37

84. Understanding Ransomware as a Service (RaaS)

01:06:31

83. Immaculate Disinflation

00:56:27

82. Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24

00:54:48

81. Thriving In a Volatile Macro Environment

00:53:19

80. Emergency Episode: The Future of Israel

00:22:42

79. Is Turkey Still a Democracy? (Fixed Audio)

00:53:04

78. Inflation’s Much Exaggerated Demise + The Power of Soft Power

01:07:57

77. What is GPT, Why Should I Care? + The Future of Energy and Crypto

00:54:30

76. Spotting the Next SVB - 2024 and Beyond

00:55:39

75. Genuine Partnership or PR Blitz? - The Normalization of Saudi/Iranian Relations

01:02:00

74. Egypt Shouldn't Be Doing Well... But It Is?

00:46:13

73. Crosspost: How does the Russia-Ukraine war end? w/realagriculture

00:33:23

72. Long Wheat, Short Soy

01:03:47

71. Debating China’s Rise

01:04:26

70. Inflation Expectations

01:04:04

69. Measuring the Apex of Modern Industrial Society

00:46:24

68. Cousin Marko: Balloons, Ukraine, and Kyrie Irving

00:59:35

67. The Next 12 Months of War in Ukraine

01:00:01

66. Human Capital

01:04:42

65. China's Balloon Boondoggle

00:15:20

64. What is Nuclear Fusion and Why Does It Matter So Much

00:58:56

63. Asynchronous Waves

00:52:22

62. US-China Relations with David Firestein

01:02:46

61. Peru Crisis + The Many Lefts of Latin America

01:03:37

60. What is the Future of the EU?

00:50:53

59. Dealing with Uncertainty

00:52:08

58. The Geopolitics of Macro in 2023

00:52:27

57. The Geopolitics of Metals + Shorting the Euro

00:54:08

56. Analysis: Brazilian Capitol Riots

00:27:34

55. A Deceptively Quiet Start To 2023

01:09:07

54. A Tumultuous Chinese Future

00:55:18

53. Looking Ahead at 2023

00:48:16

52. The End of The Iranian Regime

00:58:30

51. What the Heck is Happening in China?

00:56:05

50. bonus A Breakdown of Peru's Failed Coup

00:26:31

49. The Not-So-Sick Man of the Euro

01:02:50

48. Talking Ag and Dairy with Dan Basse

00:35:43

47. Tiananmen 2.0?

00:46:23

46. A Polish Perspective on War - The Rise of the Intermarium?

00:58:59

45. A Global CapEx Supercycle?

00:55:49

44. Bernie Madoff, Elizabeth Holmes... Sam Bankman-Fried?

01:03:39

43. Predicting the Weather in 2023

00:54:46

42. What you missed while the world obsessed over U.S. CPI.

00:55:23

41. How Much Longer Can Russia Hold On?

01:21:13

40. Russian Weakness, U.S.-China Divergences, Turkey’s Risks, and Bullish Brazil

01:17:59

39. Will Europe Survive the Winter?

01:05:40

38. Stratfor: Musings on Autocracies, Democracies and Resilience

00:42:50

37. Recording On The Road -- Mini Solo Episode From Dublin

00:24:28

36. Taking Stock

00:54:50

35. Making Sense of Iranian Unrest

00:58:42

34. What's Up With This Market?

00:55:38

33. Agricultural Currents: Food Prices, Fertilizer, & The Future

01:15:20

32. Cutting the Red Tape: US Infrastructure, Pipeline Mysteries, & China

00:57:10

31. Can We Realistically Tame Inflation?

01:07:18

30. Ukraine Is Winning

00:55:50

29. Emotion, Objectivity, and Investing

00:56:51

28. Return of the Pod!

01:02:44

27. Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)

01:03:52

26. Whose Fault Is It Anyway? The Sino-Australian Breakup

01:10:19

25. Uncertain Fed, Certain PBC?

00:54:26

24. Here Be Animal Spirits

01:10:20

23. Coffee, Chocolate, China (and Inflation)

01:09:41

22. Water We Waiting For? The Decline of Fresh Water

01:01:40

21. Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear

00:47:50

20. The Art of Geopolitics w/ Stratfor

01:11:55

19. Weekly Update: Is China on a Treadmill to Hell?

01:15:09

18. Weekly Update: Markets, Markets, Italy!

00:53:07

17. Economy, Energy, and The Odds Of a Recession

01:28:56

16. Weekly Update: Euro-Dollar Parity, China lockdowns, and a post-Abe Japan.

01:06:48

15. Who's Winning the Ukraine-Russia Conflict?

01:04:18

14. Weekly Update 7/1

00:43:04

13. A Polish Perspective on The Ukraine-Russia Conflict

00:56:12

12. Weekly Update 6/23 = Recession + Inflation + Energy Crisis

00:59:27

11. Kazakhstan, Pakistan, & Iran 6/16

01:04:25

10. Weekly Update 6/16

00:59:35

9. Geopolitics and Investing

01:02:00

8. Weekly Update 6/2

00:45:55

7. Cousin Marko Is Back! 5/26

01:09:40

6. Weekly Brief w Rob 5/27

00:49:45

5. Weekly Brief w Rob 5/20

00:50:35

4. Inflation, Corn, and Turkey

00:58:49

3. Weekly Brief w Rob 5/12

00:48:51

2. Weekly Brief w Rob 5/5

00:59:26

1. Let's Talk About Sanctions

00:48:53

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