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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!
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The Perch Pod focuses on bringing first-hand geopolitical analysis from experts across various disciplines. Brought to you by Perch Perspectives, the most reliable and complete source of geopolitical information and international affairs for businesses and decision-makers. If you like what you hear, subscribe to the podcast. We put out new interviews every other Monday.
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Technological revolutions rarely unfold the way we imagine. From the steam engine to AI, each wave reshapes who creates value - and who gets left behind. What if artificial intelligence isn’t a revolution at all, but a late-stage innovation like shipping containers - transforming efficiency without changing the underlying system? Jerry Neumann join…
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As the Supreme Court takes up one of the most consequential trade cases in decades, former Biden administration official and Yale-trained lawyer Peter Harrell joins Jacob L. for a real-time breakdown of what’s at stake. Together, they cut through the legal jargon to reveal how a 1977 emergency powers statute became the foundation for Donald Trump’s…
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South Korea stands at the crossroads of global power - caught between China, the United States, Japan, and its unpredictable neighbor to the north. Jacob Shapiro and Professor Jeffrey Robertson unpack how a nation long described as “the shrimp among whales” has learned to navigate the world’s toughest geopolitical waters. From shifting alliances an…
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When U.S. aircraft carriers appear off Venezuela’s coast, it’s not just saber-rattling - it’s a mirror held up to a century of empire. Jacob and LatAm analyst Elohim Monard dissect what’s really driving Washington’s renewed aggression in the Caribbean, from Trump and Rubio’s internal power struggle - to the shadow of China, the lure of oil, and the…
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When a Brazilian payment system threatens U.S. credit-card profits, it exposes a deeper fracture in the global economy: sovereignty versus rent-seeking, innovation versus control. Jacob and Rob trace the fight over PIX from Brasília to Washington and beyond -into currency wars, trade tantrums, and the strange new politics of the Western Hemisphere.…
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Japan rewired its politics: a power shift, a woman at the helm, and a minority government forced to bargain for every vote. What follows when high approval collides with hard math - aging demographics, weak yen, and defense budgets racing past old taboos? Analyst Tobias Harris, author of The Iconoclast and writer of Observing Japan, joins The Jacob…
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Gold prices are soaring, private equity is unraveling, and data centers have become the next speculative frontier. Beneath all of it lies a simple question: what happens when faith in liquidity, stability, and infinite growth begins to fray? From central banks hoarding bullion to insurers gambling on AI infrastructure, the same story unfolds—risk d…
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What if money could make you freer instead of more dependent? Matt McClintock joins the pod to dive into Bitcoin’s evolution from digital experiment to geopolitical force - a technology challenging governments, redefining sovereignty, and reshaping how value moves across the world. Matt and Jacob explore what “freedom money” really means, why perso…
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Jacob Shapiro is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, to discuss the accelerating convergence of Bitcoin, AI, geopolitics, and energy. Pines argues that technological change is happening faster than existing frameworks can manage, pushing once-fringe ideas into mainstream policy debates. They explore how AI and …
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Jacob Shapiro reconnects with Chase Taylor (of Pinecone Macro) for a wide-ranging conversation on U.S. competitiveness. The two dig into why electricity costs, labor shortages, and weak industrial policy matter far more than endless chatter about tariffs or rate cuts. They trade scenarios on how soaring power demand, grid fragility, and demographic…
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Jacob steps away from his usual roster of experts to bring listeners a first-person account from Kathmandu. Law student and human rights scholar Prasansha Rimal reflects on Nepal’s fragile democracy, its youth-led protests, and the deeper frustration with corruption and stagnant politics. She describes how social media both sparked dissent and reve…
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Jacob and Rob reunite after a long break, tracing the threads between a dizzying run of global events and markets that seem strangely calm. Jacob frames the conversation with parallels to the 1920s, questioning whether today’s mix of political volatility, speculative fervor, and rapid technological change echoes past cycles of boom and fracture. Al…
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Jacob Shapiro sits down with Jacek Bartosiak, founder of Strategy&Future, to discuss Russia’s drone incursions into Polish airspace and their broader implications. From Warsaw’s perspective, deterrence has failed, pushing debate toward a “politics of punishment.” Bartosiak outlines the fracturing of NATO credibility, the rise of an Intermarium bloc…
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After a month-long hiatus recovering from illness, Jacob Shapiro returns to the podcast joined by recurring guest Elohim Monard. Together, they examine the transactional nature of U.S.–Latin America relations, debating whether the region is part of a declining American empire and how leaders like Claudia Sheinbaum and Lula navigate Washington’s shi…
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Jacob and Rob dig into Trump’s firing of the Bureau of Labor Statistics commissioner, exposing the political theater surrounding government data. They explore labor hoarding, CPI distortions, and the fragility of public statistical institutions in a polarized, AI-saturated world. The conversation spans historical context, philosophical takes on tru…
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Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI’s disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe’s …
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Jacob interviews Dr. Van Jackson, an international relations scholar specializing in East Asian and Pacific security. They discuss the accelerating pace and volatility of U.S. foreign policy, characterizing Trump-era actions as part of a broader counter-revolutionary, oligarchic project. Van critiques both major U.S. parties and highlights the risk…
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Jacob welcomes economic policy expert Mike Konczal for a wide-ranging conversation on American capitalism, industrial policy, and the evolving role of the state. They explore how the Biden administration’s economic agenda challenges decades of neoliberal orthodoxy, discuss the implications of increased public investment, and examine what it means t…
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Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump’s criticism of the Fed, and the potential political and market-driven forces affecting rate decisions. They explore Fed mechanics, historical precedent for presidential interference, and potential appointments like Scott Bessent. They also examine the …
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Jacob Shapiro speaks with Fahd Humayun about the shifting geopolitical dynamics in South Asia and the Middle East. They discuss Pakistan’s perspective on the Iran-Israel conflict, U.S.-Pakistan relations under a potential second Trump term, and the strategic implications of Pakistan’s recent military and diplomatic moves. The conversation also expl…
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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 relations, highlighting Japan's ri…
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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 volatility, and how rising oil, fertil…
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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 American economic leadership. To…
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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 introduces the concept of “evo…
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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 proxy network. Azizi outlines…
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