The Jacob Shapiro Podcast

Updated: 27 Jun 2025 • 293 episodes
www.jacobshapiro.com

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! This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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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 rela

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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 volatili

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18 Jun 2025 • EN

Tariffs, Trust, and Tokyo

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 Am

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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

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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

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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 ris

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