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The Jacob Shapiro Podcast

Jacob Shapiro
China
United States
Iran
Geopolitics
Tariffs
Venezuela
Inflation
Bitcoin
Latin America
Israel
Russia
Ukraine
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!

PublishesTwice weeklyEpisodes344Founded4 years ago
Number of ListenersCategories
NewsNews CommentaryPolitics

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Artwork for The Jacob Shapiro Podcast

Latest Episodes

Florida produced 242 million boxes of oranges in 2003. This year, the USDA is forecasting 12 million... a decline of more than 95% in less than a generation. Jacob sits down with journalist Alexander Sammon, who wrote a definitive autopsy of the Flor... more

Ioan Grillo has spent decades on the ground in Mexico watching the cartels evolve, and his assessment is sobering. Violence has shifted form more than it's receded. Governments change rhetoric, not reality. The U.S. is more involved than anyone admit... more

Our favorite military analyst, Sim Tack, returns to the pod to assess three different conflicts reshaping global security. In Ukraine, territorial gains are tactical, not strategic; Russian economic endurance remains the real variable. In Iran, a deg... more

Jacob sits down for a fantastic conversation with author and analyst Dror Poleg to explore how AI is reshaping work, value, and the economy. They unpack why AI is better understood as a medium than a tool, what the shift from tangible to intangible a... more

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Recent Guests

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
Jodi Ray Bennett
Journalist on the ground in Ethiopia
Episode: An Imminent, Underreported War
Avi Swerdlow
Admiral Abner the Mouse Double Day Swerdlow, guest who was on the ground in Israel
National/Israeli context referenced
Episode: Escape from Tel Aviv
Daryl Ritcheson
North Dakota State Climatologist
North Dakota State University
Episode: Healthy Climate Skepticism (?)

Host

Jacob Shapiro
Host of The Jacob Shapiro Podcast

Reviews

4.8 out of 5 stars from 541 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 Kong2 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
    Norway7 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 States8 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
#73
China/News/Politics
Apple Podcasts
#117
Philippines/News/Politics
Apple Podcasts
#211
South Africa/News/Politics
Apple Podcasts
#250
Israel/News/Politics

Talking Points

Recent interactions between the hosts and their guests.

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.
Static, Not Strategic
Q: What is the top conflict you are focused on right now?
Ukraine remains the dominant concern, but the war is increasingly defined by stalemate dynamics and the way drones and attrition are reshaping strategic incentives, with Mali and Iran signaling broader regional implications.
Gross Diplomacy
Q: Why is Peru buying F-16 fighter jets?
The guests discuss the purchase as a reflection of strategic signaling and domestic inertia, arguing that the decision is influenced by political instability and the desire to align with a major power, even if it may not address Peru's most pressing security challenges like organized crime.
An Imminent, Underreported War
Q: Why might war be considered inevitable or at least likely in the near term?
The guest cites a tense ground situation, ongoing mobilizations, a history of ethnic-federal tensions, drone strikes, media crackdowns, and external powers aligning with different sides as factors that could push the region toward broader conflict if mismanaged.
An Imminent, Underreported War
Q: What happened historically in Ethiopia that shaped its current political landscape?
A concise overview: Ethiopia's modern history includes a legacy of imperial rule under Haile Selassie, a Marxist Derg regime backed by the Soviet Union, and a post-Cold War period where the Tigray-dominated coalition held power until Abiy Ahmed's rise in 2018, which precipitated the current tensions and the Tigray War that began in 2020.

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. Monetary Matters with Jack Farley
4. Forward Guidance
5. Macro Voices

How many episodes of The Jacob Shapiro Podcast are there?

The Jacob Shapiro Podcast launched 4 years ago and published 344 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. Ioan Grillo
2. Elo Minard
3. Josh Linville
4. Josef Schachter
5. Kabir Taneja
6. Laurie McFarlane
7. Jodi Ray Bennett
8. Avi Swerdlow

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