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The Jacob Shapiro Podcast

by Jacob Shapiro
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Latest episodes

  • Brazilianization

    October 19, 2026 · 1 hr 6 min

    Brazil was always the country of the future - prophesied as a new Eden since the sixteenth century, promised great things that never quite arrived. Alex Hochuli’s argument is that the future caught up to Brazil from the other direction…

  • Ethiopia's New War

    October 12, 2026 · 46 min

    Eritrea and (a Tigrayan-led) Ethiopia fought one of Africa’s deadliest wars against each other. Then Eritrea helped Ethiopia crush Tigray. Now Eritrea and Tigray are fighting Ethiopia together. Confusing? Super. Nicholas Norbrook of The…

  • Circular Financing

    October 5, 2026 · 56 min

    Mark Walter bought the Lakers for $10 billion and sold them fourteen months later for $12.5. That's a 20% return - which sounds enormous until you consider that nobody sells the Lakers after a year unless something has gone badly wrong…

  • Rubio Makin Moves

    September 28, 2026 · 56 min

    Two hundred years ago, Simón Bolívar dreamed of a united Latin America - precisely so it could resist becoming America's backyard. South America may finally be integrating... Just not the way he had in mind. Elohim Monard joins from…

  • The Sand Mafias

    September 23, 2026 · 48 min

    People are being killed over sand. Not diamonds, not lithium, not rare earths - sand, the second-most consumed resource on earth after water, and the one nobody thinks about twice. Mette Bendixen, a geoscientist at McGill, studies where it…

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  • Rabbit Season, Duck Season

    September 14, 2026 · 1 hr 4 min

    Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the sovereign nation of Canada - a country discovering what it actually…

  • The $10 Trillion Ocean

    September 7, 2026 · 1 hr 7 min

    The world has never been wealthier... but a warm patch of ocean in the Pacific is about to reorganize the weather across four continents and all that wealth still might not be enough to cover the damages. Climate scientist Justin Mankin…

  • Boil the Frog

    August 31, 2026 · 1 hr 12 min

    Scott Bessent knows something that we don't. Luke Gromen has spent his whole career reading the fine print of America's balance sheet, and his conclusion is stark: the quiet interventions coming out of Washington - doubled bond buybacks, a…

  • Pulped

    August 24, 2026 · 59 min

    AI companies are buying up used books, scanning them, and destroying the originals. At least, that's the headline... the real story is weirder. Charlie Becker, a seventh-generation bookseller in Houston, went viral for tracing one of these…

  • The Tariff Playbook Nobody Can Read

    August 11, 2026 · 57 min

    Jacob Shapiro welcomes back Peter Harrell, visiting scholar at Georgetown's Institute of International Economic Law and former White House senior director for international economics. Trump keeps finding new legal tools - including a…

  • Lessons Learned - Geopolitical Cousins

    July 31, 2026 · 1 hr 28 min

    Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern…

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

    July 29, 2026 · 1 hr 41 min

    Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world…

Full episode archive on Apple Podcasts →

About the show

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!