The Jacob Shapiro Podcast

Welcome to week two! Rob and Jacob are back at it, updating you on the latest and greatest trends in the Market, Supply Chains, and Tech.00:30:-23:00 Market update23:00-31:20: Mexico supply chains31:20-end: “Friction” and technologyThanks for tuning in!Make sure to check out the Cognitive Dissidents site and services here.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 shifting policies. Their discussion ranges from Brazil’s geopolitical role to Venezuela’s fragility, highlighting the Latin Americanization of U.S. politics and the uncertain trajectory of American power--Timestamps:(00:00) - Intro & Personal Update(00:59) - Elohim and Conversando de Política (02:46) - Discussion on US-Latin America Relations(03:51) - The Decline of the American Empire(19:58) - Brazil's Role in Latin America(38:01) - US Foreign Policy Contradictions(38:58) - Historical Context of US Alliances(39:36) - China's Strategic Interests(39:52) - US Transactional Relationships(41:04) - Latin America's Shift Towards China(41:58) - Colombia's Balancing Act(43:27) - Peru's Growing Chinese Influence(45:45) - US-Latin America Relations: A Historical Perspective(47:45) - The Latin Americanization of US Politics(51:17) - Soft Dictatorships and Media Relations(01:00:07) - US Military Actions in Latin America(01:06:10) - The Future of US-Latin America Relations--Referenced in the Show:Elohim's Podcast - https://www.conversandodepolitica.com/ --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 truth and data, and the coming war for proprietary information. They close with a baffling shift in U.S.-India trade policy—and a call for help understanding what the hell is going on.--Timestamps:(00:00) - Introduction (00:44) - Employment Data(02:42) - Trump's Reaction and Bureau of Labor Statistics(05:07) - Challenges in Measuring Employment(12:24) - Historical Context and Political Interference(21:06) - Impact of Data Quality on AI and Public Trust(27:29) - Speculation on the Future of Data Commoditization(29:02) - The Decline of Respect for Objective Data(31:01) - Historical Perspectives on Data and Statistics(32:36) - The French Example of Data Collection and Secularism(34:05) - The Impact of AI on Information and Truth(36:35) - The Value of Proprietary Information in the Age of AI(44:36) - Historical Parallels and the Power of Information(49:43) - US-India Trade Relations and Geopolitical Strategy(56:03) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 strategic weaknesses, the U.S.-China rivalry, and vulnerabilities in supply chains like rare earths. On the U.S. fiscal front, Luke argued that the government must financially repress bondholders, with stablecoins potentially becoming a tool for yield curve control. They closed with a look at Bitcoin’s growing role as a “neutral reserve asset.”--Timestamps:(00:00) - Introduction (01:17) - The Impact of AI on Research and Content Creation(05:18) - Economic Predictions and Intuitive Analysis(11:38) - Concerns About AI and Future Job Markets(16:45) - Geopolitical Surprises and Strategic Incompetence(23:14) - US-China Relations and Rare Earth Vulnerabilities(30:14) - Fiscal and Monetary Health of the United States(27:00) - US-China Relations Again(31:09) - Restructuring Debt and Inflation Concerns(32:17) - Housing Market and Inflation Dynamics(33:45) - Economic Policies and Market Reactions(38:57) - Stable Coins and US Fiscal Strategy(50:30) - Bitcoin as a Reserve Asset(01:00:18) - Investment Advice and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 of diversionary wars as legitimacy crises grow. They explore the geopolitics of Iran, Israel, and China, and conclude with insights on North Korea and potential U.S. troop withdrawal from South Korea, outlining a rare “win-win-win” scenario for all parties on the Korean Peninsula.--Timestamps:(00:00) - Introduction(04:52) - Discussion on US Power and Global Politics(08:30) - Middle East Policy and US-Israel Relations(16:30) - Defining Fascism and White Nationalism(23:32) - Trump's Base and Political Dynamics(30:07) - Potential Diversionary Conflicts and Foreign Policy(35:19) - The Inevitability of War with China(35:52) - China's Strategic Interests in Taiwan and the South China Sea(36:49) - The Role of Allies in US-China Relations(38:25) - The Controversy Over Arming Allies(40:57) - Trump's Foreign Policy and Its Impact on Alliances(42:56) - Japan and South Korea's Dilemma(46:42) - The Future of US Hegemony and Global Alliances(51:01) - The Role of the Democratic Party in US Politics(58:52) - North Korea's Nuclear Deterrent and US Relations(01:05:15) - Potential US Troop Withdrawal from South Korea(01:08:49) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 to have a “pro-worker” economy. Konczal brings deep insight into the politics and pragmatics of economic reform, offering a nuanced look at the shifting landscape of U.S. economic policymaking.--Timestamps:(00:00) - Introduction and Guest Introduction(00:17) - Disclaimer and Encouragement to Listen(01:13) - Starting the Conversation: Economy and Tariffs(01:34) - Discussing Richard Rorty and Substack(04:31) - The 2025 Tax Act: Key Points and Implications(07:45) - Healthcare Market Rework and Medicaid Cuts(10:57) - Energy Market Changes and Green Energy(13:38) - Immigration Policies and ICE Funding(18:11) - Balancing Criticism with Positive Aspects(27:15) - Economic Shockwaves and the Republican Party(27:39) - Market Reactions and Fiscal Policies(28:30) - Deficit and US Debt Perspectives(30:14) - Healthcare Cuts and Fiscal Impact(34:04) - Tariffs and Market Uncertainty(39:53) - Inflation and Interest Rates(45:54) - Future Economic Strategies and Affordability(52:41) - Concluding Thoughts and Future Outlook--Referenced in the Show:Mike's Website + Book: https://www.mikekonczal.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 inflationary impact of trade policy, tariff theatrics, and global economic slowdown signals. The episode concludes with Rob’s investment outlook—bearish on bonds, cautious on equities, and optimistic about international and niche small-cap opportunities.--Timestamps:(00:00) - Introduction(00:13) - Discussion on Interest Rates and Political Interference(01:29) - Casual Conversation and Personal Updates(02:54) - Focus on Jerome Powell and Fed Criticism(09:54) - Mechanics of the Federal Reserve System(14:55) - Historical Context and Presidential Influence on the Fed(25:35) - Scott Bessant's Role and Potential Impact(33:58) - Critique of Janet Yellen's Bond Strategy(35:02) - Challenges of Managing National Debt(35:40) - Market Reactions and Yield Predictions(39:49) - Impact of Tariffs and Trade Deals(44:26) - Inflation and Economic Indicators(57:15) - Investment Strategies in Current Market(01:08:28) - Concluding Thoughts and Recommendations--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 explores India-Pakistan tensions, the lowering threshold for military escalation, the role of China in regional alliances, and the internal political challenges facing Pakistan. Humayun emphasizes the need for regional diplomacy, stability, and cautious optimism about Pakistan’s political and democratic future.--Timestamps:(00:00) - Introduction(01:11) - Current Geopolitical Tensions: Iran, Israel, and Pakistan(03:48) - Pakistan's Perspective on US Intervention(05:16) - Unprecedented Meeting: Pakistani Army Chief and President Trump(08:05) - Historical Context: Pakistan-US Relations(12:44) - India-Pakistan Relations: Recent Developments(31:21) - China's Role in South Asia(43:36) - Domestic Politics in Pakistan(50:37) - Conclusion and Final Thoughts--Referenced in the Show:Fahd's Website: https://www.fahdhumayun.com/ --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 rising outward investments as indicative of strategic realignments. Finally, Jacob and Rob reflect on navigating uncertainty, advocating long-term strategic thinking over reactive trading, and emphasizing the importance of preserving mental clarity amid rapid global changes.--Timestamps:(00:00) - Introduction(04:51) - Markets!(16:04) - Japan's Economic Strategy and Global Investments(25:41) - US-Japan Relations: Pre-existing Tensions(26:31) - Economic Logic and Japanese Investment(27:58) - Japan's Military Capabilities and Global Perceptions(30:18) - Japan's Foreign Policy and Public Opinion(32:17) - Navigating Global Uncertainty and Market Impacts(33:16) - Trading Geopolitics: Challenges and Strategies(35:08) - Media Influence and Protecting Your Time(40:46) - Final Thoughts and Advice--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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, fertilizer, and agricultural prices might impact countries like Mexico, Argentina, and Brazil. The conversation weaves through U.S.-China competition, Argentina’s foreign policy under Milei, and Venezuela’s provocative posturing. --Timestamps:(00:00) - Introduction (04:03) - Impact of Israel-Iran War on Latin America(05:50) - Regional Stability and Conflicts in Latin America(12:26) - Country-Specific Analysis: Mexico(18:17) - Country-Specific Analysis: Argentina(42:40) - Country-Specific Analysis: Venezuela(45:42) - Conclusion --Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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. Tobias breaks down the limits of personal diplomacy, the legacy of Shinzo Abe, and why Japan is quietly building plan B trade alliances. They also cover Japan-China relations, a political shift in South Korea, and how domestic rice prices could determine Prime Minister Ishiba’s fate. Global stakes, local politics—fully intertwined.--Timestamps:(00:00) - Introduction(01:14) - Japan-US Trade Relations(04:00) - Internal US Negotiation Issues(09:39) - Japan's Strategic Dilemmas(14:09) - Hypotheticals and Future Scenarios(18:50) - Impact of Abe's Relationship with Trump(24:10) - Japanese Relations with China(25:25) - Japan's Efforts to Repair Relations(28:31) - South Korea's New Leadership(29:57) - Challenges in Japan-South Korea Relations(36:13) - Japanese Domestic Politics(40:50) - The Importance of Rice in Japanese Politics(46:48) - Growing Interest in Japan--Referenced in the Show:Tobais' SubStack - https://observingjapan.substack.com/ --Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 “evolutionary regime change” and outlines scenarios ranging from internal coups to regional realignment. Together, they explore whether Israel’s aim is nuclear deterrence or regime collapse, and what options remain for an Iranian response. It’s a fast-moving, high-stakes conversation on Middle Eastern geopolitics.--Timestamps:(00:00) - Introduction and Episode Overview(02:09) - Initial Reactions to Recent Events(04:21) - Analyzing Israel's Strategy(08:11) - Potential Outcomes and Scenarios(27:01) - Regional Reactions and Implications(32:08) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 Iran’s limited options—from potential retaliation to a pivot toward nuclear armament—and discusses the psychological warfare at play. With U.S. involvement uncertain and regional dynamics shifting, this conversation offers a critical framework for understanding one of the most volatile escalations in the Middle East in recent memory.--Timestamps:(00:00) - Introduction and Episode Overview(00:49) - Initial Reactions to Recent Events(03:33) - Iran's Military and Strategic Response(09:50) - Role of Proxies and US Involvement(18:01) - Potential Outcomes and Strategic Implications(27:42) - Conclusion and Farewell--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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. approach to stablecoins with the digital currency strategies of China and the EU, unpack the difference between innovation and systemic risk, and ask whether the erosion of trust in financial systems is worth the trade-off. A thoughtful, wide-ranging conversation on money, power, and volatility.--Timestamps:(00:00) - Intro(01:44) - Positive Trends in Crime and Health(09:58) - The Volatility Spiral and Technological Change(16:06) - Introduction to Stable Coins(22:36) - Regulation and Risks of Stable Coins(27:11) - Global Perspectives on Stable Coins(35:15) - Innovation in Payment Systems(35:28) - Central Bank Digital Currencies vs. Stablecoins(36:10) - Ideological Differences in Digital Currencies(36:24) - Stablecoins: Private Money and Regulation(37:17) - European Digital Euro Approach(39:28) - US Legislation on Stablecoins(41:36) - Risks and Regulations of Stablecoins(56:25) - International Perspectives on Digital Currencies(01:00:40) - Geopolitical Implications of Digital Currencies(01:12:42) - Conclusion and Future Discussions--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 future of U.S. involvement, Europe’s strategic posture, and why the world should be watching Eastern Ukraine more closely. Sim offers clarity without sensationalism, grounding the conversation in facts, maps, and on-the-ground realities. It's a sobering, sharp look at a war still unfolding.--Timestamps:(00:00) - Introduction and Podcast Update(00:14) - Ukrainian Drone Attack on Russia(00:52) - Analyzing the Impact of the Attack(02:48) - Details of the Drone Strike(07:12) - Implications for Global Military Balance(13:11) - Comparative Analysis with Other Conflicts(21:28) - Technological Evolution in Warfare(26:04) - Mexican Cartels and Military Targets(26:49) - Drone Warfare Evolution(29:47) - Counter-Drone Technologies(37:50) - Impact on Russian Air Power(43:07) - Ukraine's Strategic Timing(51:30) - Conclusion and Future Discussions--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 raises the alarm about America’s declining edge in R&D, regulation, and talent retention. What follows is a sobering look at cultural skepticism, institutional decay, and whether the U.S. still believes in scientific progress. It’s glum, sharp, and deeply thoughtful. They promise to be more cheerful next time.--Timestamps:(00:00) - Introduction and Episode Overview(00:38) - Current State of the US Market(02:32) - US Fiscal Policy and Economic Outlook(05:58) - Comparing US and Chinese Economic Strategies(16:41 The Future of US and Chinese Biotech(33:05) - Challenges in Biotech and Med Tech(33:46) - China's Capital Allocation Advantage(34:43) - Impact Capital and Social Investing in the US(36:37) - Historical Context of US Social Welfare(39:31) - US Biotech Industry's Unique Position(41:24) - Immigration and Talent in US Research(45:04) - Public Perception of Science and Progress(50:37) - China's Rise and US Decline: A Balanced View(52:13) - Local Resistance to Tech Development in the US(57:36) - Concluding Thoughts on US-China Relations--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShap--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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:(00:00) - Introduction(02:46) - Understanding Screwworms(04:35) - History of Screwworm Eradication(09:07) - Challenges and Costs of Eradication(18:27) - Screwworm's Return and Current Issues(23:20) - Geopolitical and Environmental Implications(26:30) - US-Mexico Relations and Screwworm Crisis(30:24) - Challenges in Sterilizing Fruit Flies(30:39) - Government Involvement and Financial Hurdles(31:37) - Comparing International Responses(32:47) - Economic Impact on Ranchers(36:32) - Potential Solutions and Public Awareness(37:26) - Containment Challenges and Expert Opinions(43:42) - Historical Context and Labor Issues(50:42) - Geopolitical and Environmental Factors(55:18) - Conclusion and Final ThoughtsReferenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 policy confusion, and the deeper structural shifts behind the headlines. From U.S.-China competition to financial fragmentation, Matt breaks it down without hype - and helps us try to make sense of how a meme coin presidency ended up building a Bitcoin embassy. It’s a wild, smart ride.--Timestamps:(00:00) - Introduction(00:37) - Welcoming Matt Pines(01:27) - Matt's Career Journey(02:45) - Bitcoin Policy Institute(06:21) - Consulting Industry Insights(12:31) - Trump's Shift on Bitcoin(19:16) - Strategic Importance of Bitcoin(26:56) - US-China Relations and Bitcoin(35:53) - Lutnick vs. Bass: A Clash of Personalities(37:13) - Liberation Day and Strategic Shifts(39:38) - The Trade War's Financial Fallout(41:41) - Bitcoin's Role in a Changing World(43:49) - US Strategy and Bitcoin Integration(47:01) - Global Power Dynamics and Bitcoin(57:31) - The Deep State and Elite Civil Wars(01:05:42) - Conclusion and Final Thoughts--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 running Taiwanese insurance portfolios. Then: Trump wants tariffs on foreign movies (seriously), Saudi Arabia starts pumping oil like it’s 2019, and we finish with why empty shelves might be the most underpriced risk in markets right now. Buckle up.--Timestamps:(00:00) - Introduction and Podcast Overview(00:44) - Recording on a Tuesday: Unusual Timing(01:53) - Taiwanese Dollar Surge: A Financial Analysis(03:21) - Asian Financial Crisis: Historical Context(05:46) - Implications for Global Markets(22:16) - Investment Strategies for a Multipolar World(25:26) - Trump's Tariff on Foreign Movies: A Soft Power Debate(36:38) - US Soft Power: A Decline in Influence(41:49) - Saudi Arabia's Oil Strategy(46:25) - Global Oil Market Dynamics(57:53) - Impact of Tariffs on US Retail(01:05:41) - Geopolitical Tensions and Future Outlook(01:06:39) - Conclusion and Contact Information--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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 miscalculation. They also dig into the broader Middle East: Iran’s negotiations, Houthi missiles, and whether the U.S. is quietly brokering a regional reset. Kamran sees threads tying it all together; We're still trying to figure out if that’s optimism or a warning. Either way, something’s shifting... and fast.--Timestamps:(00:00) - Introduction and Guest Introduction(00:56) - Current Geopolitical Tensions(01:56) - India-Pakistan Relations and Kashmir Conflict(02:43) - US-India Strategic Partnership(04:47) - Recent Attacks and Speculations(07:51) - Historical Context and Recent Developments(11:36) - Potential Escalations and Strategic Moves(21:52) - Indus Waters Treaty and Diplomatic Channels(26:15) - Regional Dynamics and Future Outlook(27:11) - China's Strategic Interests in South Asia(28:21) - India's Two-Front Dilemma(29:43) - China's Potential Responses(31:30) - Middle East Geopolitical Threads(33:23) - Iran Nuclear Deal and Regional Implications(40:49) - US Strategy in the Middle East(45:49) - Syria's Role in Regional Stability(50:18) - Concluding Thoughts and Optimism--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp