Free Daily Podcast Summary
The Jacob Shapiro Podcast: Daily Summaries Delivered
by Jacob Shapiro
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! Interviews with experts across the globe, and roundups of global financial and geopolitical events.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday1h 27m
Lessons Learned - Geopolitical Cousins
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 unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from Stratfor's early-2000s "golden age" (including the Egypt/Mubarak call that made Jacob's career), debate whether corporate America can ever hire real geopolitical talent, and each name the one book that shaped how they see the world - from World War Z to Aristotle to The Ingenuity Gap. Along the way: George Friedman lore, the DC Comics-vs-Marvel theory of geopolitical shops, and a genuinely moving closing tribute to the mentor who built this whole coaching tree. Part reunion, part masterclass in how to think about the world - and part roast session.--Timestamps: - Welcome Back Round Two - Whiskey And Loose Format - Formative Stratfor Moments - Arab Spring Cred Test - Stratfor Coaching Tree - Pipeline After Cold War - Academia Versus Geopolitics - Analyst Craft And Courage - Chief Geopolitical Officer Debate - Training Gap And Time Horizons - Universities And MBA Reform - Ideology And Groupthink - Theory Versus Practice - Frameworks Beat Facts - Operationalizing Geopolitics - Training Pipelines and MBAs - Sector Specialists and Scale - Everyone a Geostrategist - Deglobalization in Fashion - Formative Books Roundtable - Great Men and Psychology - Empathetic Analysis Explained - Displacement and Perspective - Formative Experiences Teaser - Yugoslavia Falls Apart - Tito Memories and Disillusion - Conspiracies and Nihilism - Identity in the Balkans - Living With Uncertainty - Midwest Roots and Leaving Home - Can Places Change - America as Debate Laboratory - Learning to Write Analysis - Chip on Shoulder Mindset - Morality Versus Analysis - Breaking Intellectual Chains - Finding the Fulcrum Question - Final Words and Gratitude--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: <a href="https://www
- 3 days ago1h 40m
This Is The Way The World Ends (w/ Zeihan & Gertken) - Geopolitical Cousins
Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.--Timestamps: - Welcome and Setup - Reunion at the Table - Episode Premise and Format - Zeihan on Deglobalization - Energy Shock Fallout - Demographics and Demand Crash - Deflation vs Inflation Debate - Drone Warfare Dark Turn - Semiconductors Reality Check - Marco Goes Nuclear - Russia Collapse Scenarios - Nukes Spread and Ukraine Endgame - Supply Chain Shockwaves - Putin Hell Bar Joke - Europe Expansion Debate - EU Becomes Military Union - Post Putin Chaos Risks - Russian Elite Succession - Civil War Nuclear Fear - China Fills The Vacuum - Taiwan Timeline Scenario - Drones Nukes And Invasion - Deterrence And Flashpoints - China Demographics Clash - Depopulation Not Disaster - Black Plague Lessons - Automation Versus Depopulation - Japan China Depopulation Debate - End of Nation State - Shocks and State Capacity - Broken World of More - Knowledge Networks Collapse - Affluence Feudalism Demand - Brittle AI Chip Supply - Ingenuity Gap Reversal - Rapid Fire Predictions - State Versus Tech Showdown - Wrap and Break--Referenced in the Show:https://zeihan.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- 1 weeks ago1h 1m
Geography is Destiny: China, The Global South, & Energy
Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains how the Global South actually sees the US-Iran war, why nobody expects China to ride to anyone's rescue, and how Vietnam's tariff and energy shocks became a never-again moment. He and Jacob dig into the myth that tariffs can implode China, America's fading China literacy, and why the next order won't be Chinese-led - but China will be its transformational character.*Note: There are some weird buzzing sounds in the pod, we know! There was some sort of issue uploading the audio, we're on it.--Timestamps: - Welcome and Guest Intro - World Cup Travel Chaos - Soccer Politics and Tensions - Meet Eric Olander - China’s Transformation Story - Global South Views of China - China as Daily Operating System - Pew Poll Surprises Explained - Southeast Asia vs Northeast Asia - Why Philippines Aligns With US - Japan Taiwan Flashpoint - Supply Chains and Sea Lanes - Japan Rearms for Post US Era - Japan’s Regional Influence - Japan as Counterbalance - Drone Age Security Shift - South China Sea Alarm - Iran War Global South - China Gains and Risks - No Alliance Expectations - ICBM Test Explained - Decoupling and US Pragmatists - People to People Breakdown - China Blowing Europe Window - Mutual Misunderstanding Finale - Closing Thanks and Signoff--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--Mentioned in this episode:Check Out Future Hindsight!If you enjoy our podcast, check out our homies over at Future Hindsight! It's an award-winning weekly podcast that takes big ideas about civic life and democracy and turns them into action items for you and me. Learn more at www.futurehindsight.com/
- 1 weeks ago1h 11m
Why Is China Bad at Soccer?
Jacob grabs Chris Branch, senior writer at The Athletic and author of The Pulse, to talk about the World Cup as geopolitics. They cover Trump's red-card intervention and the Balogun controversy, England-Argentina and the ghost of the Falklands, why sports and politics were never actually separate, and why China and India can barely qualify while Cape Verde runs wild. Plus: whether soccer ever truly takes hold in America, and why it might take a billionaire treating the sport like a Carnegie library to make it happen.--Timestamps: - Welcome and Guest Intro - In-Person Catch-Up - Meet Chris Branch - Why This World Cup Hit Different - Sports Writing Meets Politics - Fan Culture and National Rivalries - FIFA Corruption and New Fans - Picking a Premier League Team - Can Soccer Catch On in America - Why MLS Struggles - Pay-to-Play and US Development - Women’s Soccer and Global Gaps - Trump, FIFA, and the Balogun Saga - Red Card Controversy - Iran Match Bad Karma - Play Anyway Debate - Sports as Common Ground - Stars Politics and Fandom - Money Youth Sports Future - Closing Stories and Wrap--Referenced in the Show:The Pulse - https://www.nytimes.com/athletic/newsletters/the-pulse/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--Mentioned in this episode:Check out Marketplace Morning Report!If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-reportCheck out Marketplace Morning Report!If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-report
- 2 weeks ago57 min
Shipping for Dummies
Jacob sits down with J Mintzmyer of Value Investors Edge for a shipping deep-dive (but of course it's a geopolitics lesson in disguise). Mintzmyer argues the industry has barely changed in eleven years, most of the efficiency gains, double hulls, eco-designed vessels, LNG boil-off fixes, were locked in over a decade ago, leaving only regulation to move the needle. The two dig into why the US lost shipbuilding to Japan, Korea, and now China, how the Jones Act complicates the picture, and why America's real shot at relevance lies in owning and financing vessels, not building them.--Timestamps: - Welcome and Setup - Meet J Mintzmyer - Shipping for Dummies - How Shipping Demand Works - Has Shipping Changed - US Shipbuilding Decline - Tonnage Tax Loophole - Make US Shipping Competitive - Finance Incentives Not Sanctions - Why US Shipbuilding Lags - China Shipbuilding Dominance - Automation And Future Innovation--Referenced in the Show:Twitter: https://x.com/mintzmyerWebsite: www.vieresearch.comBox book: https://www.amazon.com/Box-Shipping-Container-Smaller-Economy/dp/0691170819Chinese automated shipyard (video): https://youtu.be/RXr03aRF_p8?si=1cjIBZaFeTTqhutD--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--Mentioned in this episode:Check out Marketplace Morning Report!If you're enjoying the Jacob Shapiro Podcast, make sure to check out Marketplace's Morning Report! The team gives you the economy without the anxiety, in the amount of time it takes to brew a cup of coffee. Learn more at: www.marketplace.org/shows/marketplace-morning-report
- 3 weeks ago50 min
Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics
Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing people together, while acknowledging that politics inevitably follows major global events.Shapiro says that international sporting events can provide valuable insight into broader geopolitical trends while also serving as a rare source of optimism.--Referenced in the Show:Frontlines: https://www.youtube.com/watch?v=wckZi7rZU3U--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Jul 2, 202659 min
Is The War Over?
Hamidreza Azizi joins the show once more to ask a deceptively simple question: is the war over? Azizi argues the Memorandum of Understanding (MOU) is deliberately vague and fully reversible - sanctions relief hinges on a phone call, the $300 billion investment fund is unfunded, and both Iran and the US are already renegotiating its terms through actions, not words. They dig into Iran's Strait of Hormuz fee gambit, China's calculated non-intervention, Turkey's regional rise, and 80% inflation battering Iran domestically. Azizi's verdict: Iran emerges more resilient, not more powerful, and... you'll have to listen to get the rest!--Timestamps: - Welcome and Guest Intro - Book Timing and Relevance - Is the War Over - Iranian View of Ongoing War - MOU Favorable to Iran - MOU Details and Reversibility - Strait of Hormuz Fee Debate - Iran Strategy and Leverage Clock - Regional Order in Transition - China and Great Power Dynamics - Turkey and Israel Threat Perception - Iran Domestic Fallout and 60 Day Outlook--Referenced in the Show:Hamidreza's Substack - https://www.irananalytica.org/Hamidreza on X - https://x.com/HamidRezaAz--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Jun 22, 202655 min
The Cartel Math Isn't Mathing
Jacob Shapiro sits down with Victor Hernandez, a Mexican national security analyst, to stress-test his own optimism about Mexico. Hernandez argues the army now runs eight ministries' budgets, can't out-spy the cartels, and may face limited US drone strikes Mexico has no way to resist. El Mencho's death looks more like an ambush than a victory. Nearshoring pencils out on a spreadsheet - until corruption and parallel taxation eat the margin. A bracing case for what happens if Jacob's wrong.--Timestamps: - Intro and Framing - Meet Victor Hernandez - Victor Background and Career - Army Trust and Corruption - Blowback and Patriotism - Morena and Military Power - Future of Militarization - Army vs Cartels Capabilities - Will the US Intervene - Drone Strikes Fallout - Cuba Sequencing and Allies - Trade Dependence and Diversification - El Mencho and Cartel Fragmentation - Investing and Nearshoring Risks - What If Victor Is Wrong - Closing and Outro--Referenced in the Show:Victor Hernandez - https://www.linkedin.com/in/v%C3%ADctor-hern%C3%A1ndez-979002b0?ILEES - https://www.ilees.mx/ --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
Get The Jacob Shapiro Podcast summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
The Peter Schiff Show Podcast
Economic analysis and financial news coverage with a focus on U.S. and global markets from an experienced economist.
The Ben Shapiro Show
A conservative daily podcast that analyzes news and culture with a principled, no-compromise approach.
Fareed Zakaria GPS
Analyzes global political issues and international affairs through interviews and expert discussions.
Mo News
Daily news coverage with analysis, interviews, and listener Q&A on global headlines from Mosheh Oinounou and Jill Wagner.
The Real Story
Experts and decision makers analyze and debate major news stories.
Economist Podcasts
Global news, business, finance, science, and technology explained through insightful reporting and analysis.
The Intelligence from The Economist
Global news and analysis on politics, business, and culture from The Economist’s correspondents, with weekday stories and a weekend deep-dive.
The Ezra Klein Show
Conversations on pressing political, social, and cultural issues with experts and thinkers.
Wait a Second...
Breaks down bizarre and viral news stories with humor and deep dives into internet culture.
Here's Why
Explains a single news story in minutes with expert analysis from Bloomberg.
The Team House
Deep-dive conversations on national security with special operations veterans, intelligence professionals, and frontline reporters.
The Jordan Harbinger Show
Conversations with top performers across fields, distilling actionable insights on success, relationships, and personal growth.
About The Jacob Shapiro Podcast
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! Interviews with experts across the globe, and roundups of global financial and geopolitical events.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Jacob Shapiro Podcast in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Jacob Shapiro Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of The Jacob Shapiro Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Jacob Shapiro Podcast podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Jacob Shapiro Podcast product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Jacob Shapiro.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Jacob Shapiro Podcast release new episodes?
The Jacob Shapiro Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does The Jacob Shapiro Podcast cover?
The Jacob Shapiro Podcast covers topics including News, Business, Investing, Politics, Commentary. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Jacob Shapiro Podcast summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.