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
Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. --Timestamps:(00:00) - Intro(05:30) -... more
Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some... more
Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They... more
While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything... more
Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and... more
Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode,... more
Description (replace me)--Timestamps:00:01 - Intro01:14 - Understanding Crime in Latin America08:30 - Case Study: Guatemala and Its Challenges19:48 - Emerging... more
The U.S. election next week. Even those of us that hate following this have no choice but to bite the... more
Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature... more
Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they... more
Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7,... more
Rob and Jacob take a step back from a crazy week to talk about some of the other stories that... more
Jacob welcomes Hamidreza Azizi, Visiting Fellow at German Institute for International and Security Affairs, onto the podcast for a special... more
Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to... more
Elo returns to the podcast to give his thoughts about Alberto Fujimori, Peru’s former dictator President. He was Bukele before... more
Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week:... more
Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might... more
Jacob and Rob discuss the Fed’s decision to cut interest rates, the BIOSECURE Act, Israel’s new front against Hezbollah, and... more
Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the... more
Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal... more
John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National... more
Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s... more
Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk... more
Matthew Pines rejoins the podcast to talk about the virtue of Bitcoin as a part of U.S. national security policy.... more
Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of... more
Jacob and Rob talk briefly about emerging markets and a return to orthodox economic policies in places like Ethiopia, Nigeria,... more
Jacob welcomes Elohim Monard back to the podcast for an emergency conversation about the deteriorating situation in Venezuela. While they... more
Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the... more
Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and... more
Matt rejoins the podcast to talk about a first step toward estate planning: trusts. That may sound wonky or boring,... more
Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get... more
Shane McLorrain rejoins the podcast to take a victory lap on his predictions from a few weeks ago. He and... more
Welcome to the first episode of the newly rebranded "Jacob Shapiro Podcast!" Jacob L. Shapiro brings in the illustrious Jacob... more
Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in... more
Jacob and John Fowler, former diplomat and lawyer and now partner at International Intrigue, are creating a new show on... more
Jacob Shapiro welcomes Elohim Monard back on the podcast for a serious and important discussion on crime in Latin America.... more
Jacob welcomes Shane McLorrain on the podcast to talk about French President Emmanuel Macron’s election gambit – and how it... more
Referenced in the Show:https://cognitivedissidents.org/--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--Cognitive Investments is an investment advisory firm,... more
Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential... more
Jacob and Rob tackle a subject they’ve been avoiding due to its massiveness and ubiquity: Artificial Intelligence. They also do... more
Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners,... more
Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale... more
Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy... more
Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and... more
Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged,... more
Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s... more
Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically”... more
Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the... more
What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about... more
Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of... more
Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made... more