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The Jacob Shapiro Podcast

Jacob Shapiro
China
United States
Iran
Geopolitics
Tariffs
Venezuela
Inflation
Bitcoin
Israel
Latin America
Ukraine
Russia
Donald Trump
Japan
Trump Administration
Brazil
U.s.-China Relations
Middle East
Mexico
French Elections

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!

PublishesWeeklyEpisodes350Founded4 years ago
Number of ListenersCategories
PoliticsNewsNews Commentary

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Latest Episodes

Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains how the Global South actually sees the US-Iran war, why nobody expects Chi... more

Jacob grabs Chris Branch, senior writer at The Athletic and author of The Pulse, to talk about the World Cup as geopolitics. They cover Trump's red-card intervention and the Balogun controversy, England-Argentina and the ghost of the Falklands, why s... more

Jacob sits down with J Mintzmyer of Value Investors Edge for a shipping deep-dive (but of course it's a geopolitics lesson in disguise). Mintzmyer argues the industry has barely changed in eleven years, most of the efficiency gains, double hulls, eco... more

Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing people together, while acknowledging that politics inevitably follows major ... more

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Find out how many people listen to this podcast per episode and each month.

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Macro VoicesHedge Fund Manager Erik Townsend

Recent Guests

Victor Hernandez
Director of a Mexico-based online university and think tank focused on national security, public security, intelligence, and strategic and peace studies
Mexico-based online university and think tank
Episode: The Cartel Math Isn't Mathing
Jacob Shapiro
Geopolitical analyst, Bespoke Group
Bespoke Group
Episode: Crosspost: Frontlines "Hormuz to AI"
Alex Salmon
Writer; author of Slate article on orange industry
Slate
Episode: Who Killed the Florida Orange?
Ioan Grillo
Journalist based in Mexico City covering cartels and narco-violence
Independent journalist
Episode: Are the Cartels Winning?
Elo Minard
Co-host of Conversando de Política, guest on this episode
Conversando de Política
Episode: Gross Diplomacy
Josh Linville
Vice President of Fertilizer at StoneX
StoneX
Episode: Fertilizer 101
Josef Schachter
President of Schachter Energy Reports, energy markets researcher
Schachter Energy Reports
Episode: The Off Ramp Is Right Now
Kabir Taneja
Executive Director of the Observer Research Foundation Middle East
Observer Research Foundation
Episode: The View From Delhi
Laurie McFarlane
Co-director of Future Economy Scotland
Future Economy Scotland
Episode: Renegade Scottish Economics

Host

Jacob Shapiro
Host of The Jacob Shapiro Podcast

Reviews

4.8 out of 5 stars from 542 ratings
  • Insightful, Exceptional Discussion

    Thank you for sharing so generously- great guests and best of all- the new professional opening and closing announcer (worth listening just for those)

    Apple Podcasts
    5
    AtulatHK
    Hong Kong3 months ago
  • Geopolitical lamentations

    Sometimes these guys lament the state of the world entirely too much.

    For a geopolitical podcast, there’s more lamenting than expected, and less analysis than desired (unless Rob is talking).

    Apple Podcasts
    2
    Embrasurea
    Norway9 months ago
  • Wow!

    He just spoke at the National Agriculture Marketing Association Nexus event. He was so spot on! I am going to dig into all his podcast episodes!

    Apple Podcasts
    5
    LSvec
    United States9 months ago
  • Enjoyed

    I really enjoy the conversations with Rob. Thoughtful takes on some of the world’s events

    Apple Podcasts
    5
    Agent0051
    United Statesa year ago
  • Emergency pod! Y’all rock👌

    Thank you

    Apple Podcasts
    5
    apeedy
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners feel occasional promotional content disrupts the flow.
Guests are diverse but consistently expert and well-prepared.
Listeners value the high-signal geopolitics-and-markets synthesis.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#244
Canada/News/Politics
Apple Podcasts
#100
Singapore/News/Politics
Apple Podcasts
#102
United Arab Emirates/News/Politics
Apple Podcasts
#105
Norway/News/Politics
Apple Podcasts
#120
Hong Kong/News/Politics
Apple Podcasts
#144
Sweden/News/Politics

Talking Points

Recent interactions between the hosts and their guests.

Crosspost: Frontlines "Hormuz to AI"
Q: How do you see AI impacting jobs and productivity across professions, and what should people do to stay ahead?
AI will not erase jobs but shift them; professionals who learn to leverage AI for high-value tasks will outperform peers who resist adoption. For example, CPAs can automate mundane work to focus on complex problems, and workers across sectors should upskill toward AI-enabled productivity.
Crosspost: Frontlines "Hormuz to AI"
Q: Who has his ear right now? Is it the neocons or the mega base, and what does that mean for strategy in the Middle East?
The dynamic is nuanced, with a tangle of internal pressure groups; the neocons have influence, but the base's insistence on avoiding forever wars and the president's own calculus shape policy more than any single faction.
Crosspost: Frontlines "Hormuz to AI"
Q: Don't expect those just sort of happen at the same time. I remember distinctly you telling us that. I guess the question is, what is it going to take to get the Strait of Hormuz reopened?
It will likely require a combination of market signals, assurances to maintain open trade routes, and a recalibration of perceived risks; the Strait won't reopen purely by fiat but as the economy adapts and geopolitical calculations shift, with some analysts underestimating how adaptable oil markets can be.
Who Killed the Florida Orange?
Q: What is going on with Florida oranges? Why has production collapsed so drastically?
The decline is due to a combination of disease (greening), environmental pressures (hurricanes, pests), high input costs, and a long-run shift in global production toward Brazil, coupled with processing moving overseas and changing consumer habits toward lower juice consumption and health concerns. The story blends policy, technology, and globalization to explain a once-dominant industry becoming a niche.
Static, Not Strategic
Q: How do you see the war evolving in the next 12-24 months, given drone warfare and economic pressures?
Drones and cyber/AI-enabled capabilities will keep pressure on both sides, likely preventing a return to large-scale mobile offensives, while shifting leverage toward those who can sustain attrition and deter escalation, particularly in Europe and the Middle East.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Jacob Shapiro Podcast

What is The Jacob Shapiro Podcast about and what kind of topics does it cover?

Long-form conversations that blend geopolitics with market implications, featuring expert guests from energy, defense, policy, and economics. Episodes center on real-time world events, strategic forecasting, and the way political risk drives asset prices, with thoughtful, often contrarian takes and deep dives into topics like drone warfare, energy transitions, and regional power dynamics. A standout is the host's willingness to critique forecasting methods and explore second- and third-order effects, making the content valuable for decision-makers who need to connect global events to financial outcomes.

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Which podcasts are similar to The Jacob Shapiro Podcast?

These podcasts share a similar audience with The Jacob Shapiro Podcast:

1. Geopolitical Cousins
2. The Market Huddle
3. Macro Voices
4. Monetary Matters with Jack Farley
5. Forward Guidance

How many episodes of The Jacob Shapiro Podcast are there?

The Jacob Shapiro Podcast launched 4 years ago and published 350 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Jacob Shapiro Podcast?

Recent guests on The Jacob Shapiro Podcast include:

1. Victor Hernandez
2. Jacob Shapiro
3. Alex Salmon
4. Ioan Grillo
5. Elo Minard
6. Josh Linville
7. Josef Schachter
8. Kabir Taneja

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