Podcast Episodes

Shipping for Dummies

Season 1 Episode 348

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 ar…

5 hours ago

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Frontlines: Ukraine, Iran, oil markets, and what the World Cup reveals about global politics

Season 1 Episode 347

Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role…

4 days, 20 hours ago

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Is The War Over?

Season 1 Episode 346

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…

1 week, 4 days ago

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The Cartel Math Isn't Mathing

Season 1 Episode 345

Jacob Shapiro sits down with Victor Hernandez, a Mexican national security analyst, to stress-test his own optimism about Mexico. Hernandez argues th…

3 weeks, 1 day ago

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Crosspost: Frontlines "Hormuz to AI"

Season 1 Episode 344

You might not realize it, but Jacob also appears on a few other podcasts regularly! Jacob is a regular guest RealAgriculture’s Frontlines podcast, ho…

3 weeks, 5 days ago

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Who Killed the Florida Orange?

Season 1 Episode 343

Florida produced 242 million boxes of oranges in 2003. This year, the USDA is forecasting 12 million... a decline of more than 95% in less than a gen…

1 month, 1 week ago

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Are the Cartels Winning?

Season 1 Episode 342

Ioan Grillo has spent decades on the ground in Mexico watching the cartels evolve, and his assessment is sobering. Violence has shifted form more tha…

1 month, 3 weeks ago

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Static, Not Strategic

Season 1 Episode 341

Our favorite military analyst, Sim Tack, returns to the pod to assess three different conflicts reshaping global security. In Ukraine, territorial ga…

2 months ago

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Warp Speed for Everything

Season 1 Episode 340

Jacob sits down for a fantastic conversation with author and analyst Dror Poleg to explore how AI is reshaping work, value, and the economy. They unp…

2 months, 1 week ago

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Gross Diplomacy

Season 1 Episode 339

Peru has had seven presidents in nine years, homicides have nearly doubled, and extortion is up sixfold - and yet the country just tried to buy $3.5 …

2 months, 2 weeks ago

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