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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

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 yen rescue... more

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 mysterious... more

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 forgotten 1930 l... more

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 - for an u... more

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Hidden ForcesDemetri Kofinas

Recent Guests

Peter Zeihan
Geopolitical strategist and guest on the episode
Zeihan & Associates
Episode: This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins
Eric Olander
Co-founder of the China Global South Project
China Global South Project
Episode: Geography is Destiny: China, The Global South, & Energy
Chris Branch
Senior writer at The Athletic; author of The Pulse newsletter
The Athletic
Episode: Why Is China Bad at Soccer?
J. Mintzmyer
Executive at Value Investors Edge
Value Investors Edge
Episode: Shipping for Dummies
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

Host

Jacob Shapiro
Geopolitics and markets expert; host of the program

Reviews

4.8 out of 5 stars from 546 ratings
  • One of the best

    An issue I run into with geopolitics is that it’s very clear what the persons bias/politics are within the first 10 minutes of a show.

    After being a listener for all of 26, I still can’t pin down his politics/bias (unless told upfront). It’s a breath of fresh air of just pure geopolitical analysis facts and informed opinions.

    Apple Podcasts
    5
    ArtMarquis
    United Kingdom2 months ago
  • Love J Mintzmyer

    Jacob, I really like both your shows. But I LOVE J Mintzmyer. I listen to any podcast that has him on, don’t care what podcast it is. He had a guest appearance on the Market Huddle a couple years ago. What a revelation! It got me out of my normal investing lanes which is rare, extremely refreshing and exciting, and it’s paid off in spades.

    You have a really good show, I’m a somewhat regular listener, but you get 5 stars purely for this one episode. Well done sir, well done indeed. Love you J! ... more

    Apple Podcasts
    5
    Samtothemusic
    United States2 months ago
  • 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 Kong5 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
    Norway10 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 Statesa year ago

Listeners Say

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

Listeners praise high-signal geopolitics with clear analysis and varied guest perspectives.
Some episodes are criticized for over-emphasizing lamentation over analysis; overall quality and guests remain strong.
Guests and hosts are commended for credible, in-depth discussions on global events and markets.

Chart Rankings

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

Apple Podcasts
#207
United States/News/Politics
Apple Podcasts
#197
Canada/News/Politics
Apple Podcasts
#216
United Kingdom/News/Politics
Apple Podcasts
#159
France/News/Politics
Apple Podcasts
#182
Australia/News/Politics
Apple Podcasts
#13
Indonesia/News/Politics

Talking Points

Recent interactions between the hosts and their guests.

Why Is China Bad at Soccer?
Q: Why is China bad at soccer?
The guest notes that while China has huge potential due to population, it faces deeper structural and cultural factors that hinder domestic player development, and projects that investment and grassroots reform will be necessary over a long horizon, with no simple, short-term fix.
Shipping for Dummies
Q: How quickly could the US regain influence in shipbuilding and related functions, and what mix of policy/tools would it take?
Regaining leadership in shipbuilding would likely take many years, possibly a decade or more, even with aggressive policy moves. A successful path would involve: (1) targeted government-backed loans and subsidies to energize US-aligned shipbuilding, (2) reforms to encourage ownership and financing of fleets in US capital markets (e.g., tax or tonnage tax-like incentives), and (3) favorable incentives for US-flagged vessels and bond funding that deter funding of Chinese-built ships. It would require a mix of regulatory policy and financial market tools, not blunt sanctions, to rebuild a competitive domestic ecosystem.
Shipping for Dummies
Q: What has changed in the market over the last 11 years since you've been researching shipping, and has anything truly changed over a longer horizon?
The market has seen limited fundamental change in shipping technology over the last decade, with most efficiency gains occurring 10-15 years ago. The more noticeable shifts come from regulatory changes, geopolitics, and the ongoing need to retrofit fleets to meet emissions and ballast water standards, rather than new product innovations. In the longer horizon, structural shifts include the US's historical lead in shipbuilding diminishing, while Asia, especially China, dominates new builds; the real potential for transformation now lies in automation, port efficiency, and policy incentives that steer financing and ownership toward US-aligned interests.
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.

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?

This long-form geopolitics and markets program consistently pairs host-led analysis with expert guests to unpack global events, macro trends, and policy implications. Episodes frequently explore core themes like geopolitics' impact on energy, trade, and finance, the evolution of global power structures, and sector-specific dynamics (shipping, agriculture, technology). A standout characteristic is the blend of high-level strategic framing with practical, decision-relevant takeaways for business audiences, often featuring guests who bring deep domain expertise from think tanks, academia, and industry. Listeners are likely decision-makers and researchers who want nuanced, data-informed perspectives beyond headline news, with an emphasis on how... more

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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. Monetary Matters with Jack Farley
3. Macro Voices
4. Hidden Forces
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. Peter Zeihan
2. Eric Olander
3. Chris Branch
4. J. Mintzmyer
5. Victor Hernandez
6. Jacob Shapiro
7. Alex Salmon
8. Ioan Grillo

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