The Jacob Shapiro Podcast

Updated: 31 Mar 2025 • 272 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 welcomes Georgi Engelbrecht on to the podcast for the first time to discuss the importance of the Philippines, why it matters, its relationship with China, and the Duterte-Marcos rivalry that is reverberating throughout the democratic world. -- Timestamps: (00:00) - Introduction and Guest Introduction (02:22) - L

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Jacob and Rob squeeze in a quick episode to reality-check some of the media narratives out there about an imminent recession, copper prices, and the U.S. dollar. From there, they cast their eyes toward emerging markets, looking at events in Brazil, Indonesia, India, and Turkey, and concluding that things still look goo

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Want more details? GO CHECK OUT THE GEOPOLITICAL COUSINS POD HERE: https://geopolitical-cousins.captivate.fm/listen You can also such look up "Geopolitical Cousins" on your favorite podcast provider. This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-polic

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Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analys

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NEW FEED: https://geopolitical-cousins.captivate.fm/listen You can also just look up "Geopolitical Cousins" and it'll come up. We're the only ones. This is it. Welcome to the goat rodeo! The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where

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12 Mar 2025 • EN

Pulling the Wrong Levers

Trump’s tariff policy is all over the place - Ton, off, then back on again. Markets don’t like uncertainty, and Jacob' sister is even texting him about stocks. China? Barely flinching. Europe? Actually getting its act together, with Germany and Poland leading the charge. Meanwhile, Turkey’s making moves, the Kurds are

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