بهترین پادکست های Jacob Shapiro (2025)

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Trade Wars are Metal Wars 57:15

2d ago57:15

57:15

Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexiti…

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Perceived Concessions 1:00:41

6d ago1:00:41

1:00:41

Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They recap the week in geopolitics – specifically, the seachange in U.S. foreign policy toward Europe, the potential role of Turkey, and the future of the Black Sea. They close with thoughts on China and the M…

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Stop Waiting To Live a Good Life 1:31:26

9d ago1:31:26

1:31:26

Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I could have talked to Narath for even longer than 90 minutes, but in this first episode with Narath, we talk about his background and why he developed the tools he has created to help people invest and prot…

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USAID's Demise: What It Means for Global Power and U.S. Influence 54:20

13d ago54:20

54:20

A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and the negative consequences that will follow. Emma Pennisi is a seasoned veteran in the USAID domain is here in a strictly personal capacity. Pennisi articulates her perspectives regarding the potential…

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#256 - And Now, The Weather 40:52

16d ago40:52

40:52

Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the anomalous snowfall witnessed in the Gulf region, a rare event that has sparked significant interest. Jacob and Daryl explore the implications of a weak La Niña on weather patterns, the negative Pacific D…

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#255 - Strategic Ketchup Reserve 1:03:15

20d ago1:03:15

1:03:15

-- Timestamps: (00:07) - Intro (00:30) - Monetize the asset side of the balance sheet (17:18) - Bitcoin (25:00) - Debt (32:17) - Macro looks at England, India, Brazil, China (41:40) - Indonesia's Future: Opportunities and Risks (53:42) - Gaza and Analyzing Trump's Negotiation Strategy -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/Jac…

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#254 - Geopolitical Cousins 1:33:22

23d ago1:33:22

1:33:22

Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they had to go for over an hour and a half! Special announcement for those who make it to the end. -- Timestamps: (00:00) - The Evening Special (03:33) - Unexpected Developments (18:14) - The Implications of…

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#253 - Lose the War, Win the Peace 50:28

24d ago50:28

50:28

Jacob welcomes the always insightful and provocative Jacek Bartosiak of Strategy&Future onto the show to discuss the Russia-Ukraine war and the evolution of the multipolar geopolitical system. Jacek makes his case that a systemic, global war has already begun – and warns the U.S. what will happen if it indulges in hubris and pushes too hard on Pres…

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#252 - Mexican Leverage 56:28

27d ago56:28

56:28

Jacob and Rob break down the tech market shake-up caused by Deep Seek, a rising Chinese AI company, and what it means for U.S.-China relations and global AI competition. They dive into Nvidia’s stock drop, how AI rivalry is driving investor sentiment, and the shift toward cheaper, decentralized tech. The conversation also explores the economic ties…

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#251: Don't Forget The DRC 22:28

1M ago22:28

22:28

Jacob discusses several key geopolitical developments, focusing on President Trump's recent inauguration and the implications of his trade policies. Notably, Trump did not immediately raise tariffs on China as anticipated, signaling a potential shift towards negotiation rather than confrontation in international trade. Shapiro also highlights the s…

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#250 - Hungarian Baby Incentives 57:55

1M ago57:55

57:55

Jacob and Rob Larity dive into another weekly update, focusing on the intertwined economies of the United States, Canada, and Mexico. They discuss how the U.S. administration's approach to tariffs and trade could significantly impact these neighboring countries, particularly highlighting Mexico's unique position to leverage its relationship with th…

1
#249 - Trumpismo Rising 1:13:25

1M ago1:13:25

1:13:25

Jacob and Elohim Monard dive into the significant shifts in voting patterns among the Latino community in the recent U.S. presidential election, highlighting how Trump's appeal has grown, particularly among younger Latino voters. Jacob and Elo discuss the complexities behind these trends, noting that while Trump secured around 40% of the Latino vot…

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#248 - Yet Another New World Order 🙄 58:39

2M ago58:39

58:39

Jacob Shapiro returns from paternity leave, jumping right into a discussion about the surprising implications of Trump's recent comments on military intervention and territorial ambitions. He compares his sixth-grade imagination of invading Qatar to Trump's statements about Greenland and the Gulf of Mexico, exploring the potential geopolitical ripp…

1
#247 - Syria 58:59

2M ago58:59

58:59

Jacob welcomes Kamran Bokhari to the podcast to discuss the shocking collapse of the Assad regime. -- Timestamps: (00:00) - Intro (05:30) - Who are the Syrian rebels (17:10) – Turkey + Qatar (27:20) – Kurds (37:40) – Iran and the Houthis (43:44) – Saudis, Jordan, Egypt (50:55) - The death of Islamism -- Kamran Bokhari - https://newlinesinstitute.or…

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#246 - Government Collapse Week 56:39

3M ago56:39

56:39

Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal). -- Timestamps: (00:00) - Intro (01:01) – CI Club (05:30) – US and Global Markets (26:33) - France and Europe (35:30…

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#245 - Bully Capitalism 1:01:31

3M ago1:01:31

1:01:31

Jacob and Rob parse some of President-elect Trump’s first cabinet picks and what it might mean for economic policy. They compare previous approaches to economic policy and make some provocative comparisons. From there, they turn to China’s (underwhelming) “stimulus” announcement last week, and close with some thoughts on Japan’s recent election. --…

1
#244 - Japan is Waking 48:13

4M ago48:13

48:13

While everyone has been worried about U.S. elections, Japan held elections too – with a result that has upended everything we’ve known about Japanese politics since 2009. To understand what has changed and what is at stake, Jacob is joined by Japan expert Tobias Harris – they chat about changes in Japan and why underestimating Japan is a bad idea. …

1
#243 - Trump's Triumph: What the Election Means for America and the World 1:08:03

4M ago1:08:03

1:08:03

Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting …

1
Four More Years: Trump 2.0 and What Comes Next 2:21:24

4M ago2:21:24

2:21:24

Jacob and Marko tackle the results of the 2024 election as only they can – in a 2 hr+ episode, they discuss what happened in the election, what Trump’s agenda will mean for the economy and markets, how to understand the geopolitical impact…and what his victory might mean for the future of the United States. -- Timestamps: 00:00 - Intro 01:17– Reali…

1
#242 - Gold, Migration, and Cocaine 56:25

4M ago56:25

56:25

Description (replace me) -- Timestamps: 00:01 - Intro 01:14 - Understanding Crime in Latin America 08:30 - Case Study: Guatemala and Its Challenges 19:48 - Emerging Trends in Drug Trafficking 22:54 - The Narco State Concept Explained 31:24 - The Situation in Mexico: Democracy at Risk 44:02 - El Salvador's Authoritarian Shift 45:52 - Peru's Politica…

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#241 - U.S. Election 2024 Preview 57:54

4M ago57:54

57:54

The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House. -- Timestamps: 00…

1
#240 - The Illusion of Moral Decline 43:17

4M ago43:17

43:17

Jacob welcomes Adam Mastroianni onto the show to discuss his 2023 article in Nature about how it is human nature to assume that the world is always getting worse. This is that rare bit of content that is entirely optimistic – it invites you to consider that our perception of the world is grounded not in what is actually happening in the world but i…

1
#239 - Introducing Club CI 59:01

4M ago59:01

59:01

Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing… and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen the…

1
#238 - The Future of the Middle East: Reflections on a Year of Conflict 1:01:53

5M ago1:01:53

1:01:53

Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and Chile, before turning to more traditional topics like the U.S. economy. They close with a few bright spots…and a dumpster fire in Pakistan. -- Timesta…

1
#237 - Fires, Strikes and Brazilian Success 56:11

5M ago56:11

56:11

Rob and Jacob take a step back from a crazy week to talk about some of the other stories that have been outshone by the explodey events of the week: port strikes in the U.S., the pitfalls of protectionism, Brazilian success, insurance markets, and more. The podcast delves into the significant labor unrest currently affecting ports on the Gulf and E…

پادکست هایی که ارزش شنیدن دارند

پادکست های Jacob Shapiro

پادکست هایی که ارزش شنیدن دارند

1
The Jacob Shapiro Podcast

Jacob Shapiro

1
The Perch Pod with Jacob Shapiro

Perch Perspectives LLC

1
Trade Wars are Metal Wars 57:15

1
Perceived Concessions 1:00:41

1
Stop Waiting To Live a Good Life 1:31:26

1
USAID's Demise: What It Means for Global Power and U.S. Influence 54:20

1
#256 - And Now, The Weather 40:52

1
#255 - Strategic Ketchup Reserve 1:03:15

1
#254 - Geopolitical Cousins 1:33:22

1
#253 - Lose the War, Win the Peace 50:28

1
#252 - Mexican Leverage 56:28

1
#251: Don't Forget The DRC 22:28

1
#250 - Hungarian Baby Incentives 57:55

1
#249 - Trumpismo Rising 1:13:25

1
#248 - Yet Another New World Order 🙄 58:39

1
#247 - Syria 58:59

1
#246 - Government Collapse Week 56:39

1
#245 - Bully Capitalism 1:01:31

1
#244 - Japan is Waking 48:13

1
#243 - Trump's Triumph: What the Election Means for America and the World 1:08:03

1
Four More Years: Trump 2.0 and What Comes Next 2:21:24

1
#242 - Gold, Migration, and Cocaine 56:25

1
#241 - U.S. Election 2024 Preview 57:54

1
#240 - The Illusion of Moral Decline 43:17

1
#239 - Introducing Club CI 59:01

1
#238 - The Future of the Middle East: Reflections on a Year of Conflict 1:01:53

1
#237 - Fires, Strikes and Brazilian Success 56:11

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